2024-04-18 07:21:45 ET
Summary
- Oracle is a large-cap, value-oriented tech stock that offers upside potential while maintaining a margin of safety in a volatile market.
- The company has a broad product portfolio, including front-end applications and back-end infrastructure, and is making advancements in AI and healthcare.
- ORCL has a well-oiled sales machine, strong margins, and a track record of capital returns, making it an attractive investment option.
- Its current 19x forward P/E is reasonably valued against the broader market, especially given double-digit EPS growth.
Watching the markets whipsaw over the past week on the latest U.S. inflation readings and updated expectations over the pace of interest rate increases, a number of investors are thinking the same thing: how can I position my portfolio for upside while still maintaining a margin of safety in a very volatile environment?...
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Oracle: Safe Tech Bet In A Volatile market