Oracle As A Long-Term Dividend Play
The debt level should be monitored closely by investors, but in my view does not present a major risk for Oracle's dividend.
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IBM: Don't Be Fooled By Recent Share Price Performance
IBM has delivered a positive return of nearly 20% over the past two years, but that has little to do with actual business performance.
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Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks
After losing nearly a third of its value, Amazon looks more attractive than a year ago.Investors should be mindful of recency bias when evaluating...
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Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
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The Oracle Playbook Goes Mainstream
Oracle's strategy is being acknowledged by one of its major peers - Salesforce. Oracle does not appear among the top three cloud infrastructure...
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