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Marksman_SG
Marksman_SG
·
2021-10-12
$SoFi Technologies Inc.(SOFI)$
To the moon guys. Target price above 23
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Marksman_SG
Marksman_SG
·
2021-09-17
Nice
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Marksman_SG
Marksman_SG
·
2021-08-25
Hi
Berkshire Hathaway Remains Undervalued
Summary CEO Warren Buffett has bought back a large number of shares in 2020 in the first half of 20
Berkshire Hathaway Remains Undervalued
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Marksman_SG
Marksman_SG
·
2021-08-25
Hi all
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Marksman_SG
Marksman_SG
·
2021-08-01
[微笑]
Why Oracle Stock Could Be Volatile In August
Despite short-term profit-taking, ORCL stock should move higher in the coming months. Once consider
Why Oracle Stock Could Be Volatile In August
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Marksman_SG
Marksman_SG
·
2021-08-01
Time to buy in spy
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Marksman_SG
Marksman_SG
·
2021-07-16
Good
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Marksman_SG
Marksman_SG
·
2021-07-16
Ok
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Marksman_SG
Marksman_SG
·
2021-06-13
Happy 7th anniversary tiger
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Marksman_SG
Marksman_SG
·
2021-04-29
Take this
【随手拍张照】记录你的五一假期生活!
@小虎活动:
今年的“五一”你打算怎么过呢? 面对即将到来的 “加长版”五一小长假,虎友们已经摩拳擦掌了。 听说假期的机票、酒店在报复性涨价的情况下,依然难以预定,一票难求。毕竟近两年大家几乎都没怎么出门,都想好好放松一下~ 五天的小长假,可以做很多有意义的事情,比如约上三五个好友,去逛逛当地景点;也可以回家陪陪父母,见见朋友;又或是在家看看书、散散步、打打球,没有景区的拥堵,也没有路程的疲惫… 现在,小虎君邀请大家来参与“随手拍张照”活动,主题就围绕记录五一见闻吧! 虎友们,快拿起手机/相机,准备参赛~ 【参与方式】 在本帖“留言并转发”参与活动,包含拍摄地点+照片+感悟/描述即可; 在”随手拍张照“主题下发帖,帖子中需包含拍摄地点+照片+感悟/描述(如果照片大于3张,可以选择发长帖)。 【活动奖励】 一等奖:大虎玩偶 二等奖:小虎玩偶 三等奖:老虎抱枕 参与奖:66虎币 【征集时间】 即日起-5月9日 【特别说明】 根据图片的质量,阅读、转发、评论、点赞量等综合评选; 可注明地标配合图片获奖几率更高; 严禁抄袭、剽窃,一旦发现将取消参赛资格; 活动最终解释权归老虎社区所有 五月是个美好的时节,望得见丰收,看得见希望,莫负“五一”好韶光! 提前祝大家假期愉快,外出注意安全哦~ (虽然国内疫情整体形势明显缓解,但是大家还是要做好防护措施,保护好自己,戴好口罩!)
【随手拍张照】记录你的五一假期生活!
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href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>To the moon guys. Target price above 23","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>To the moon guys. Target price above 23","text":"$SoFi Technologies Inc.(SOFI)$To the moon guys. 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CEO Warren Buffett has been taking advantage of this by buying back shares. He repurchased the equivalent of 80,998 “A” shares in 2020 which increased the ownership for existing shareholders by 5.2%. In the first half of this year, the 2Q2110-Qcash flow statement shows $12.6 billion in buybacks which is more than the $6.7 billion they spent in the first half of 2020. In some ways CEO Buffett can be reticent in terms of vocalizing things when the stock is cheap; his buyback actions speak louder than his words.</p>\n<p>Looking at the 2Q21 10-Q balance sheet, the first 5 lines are a big part of our valuation estimate:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8aafe372259b0d3a4c58271edd28993\" tg-width=\"600\" tg-height=\"772\" width=\"100%\" height=\"auto\"><span>Image Source: 2Q21 10-Q</span></p>\n<p><b>BNSF $115 Billion</b></p>\n<p>BNSF has many similarities to Union Pacific(NYSE:UNP)including the approximate level of debt to enterprise value. The 2Q21 Union Pacific10-Qshows 652,122,933 shares outstanding as of July 16, 2021. Their share price for June 30, 2021 was $219.93 implying a June 30th market cap of $143.4 billion. I believe the market cap of BNSF is at least 80% of Union Pacific’s or $115 billion.</p>\n<p><b>Berkshire Hathaway Energy (“BHE”) $48.6 Billion</b></p>\n<p>We can use the prices at which BHE was repurchased for a valuation estimate but that information is getting dated. Per the BHE 2Q2110-Q, the last batch was during the first half of 2020 when 180,358 shares were repurchased for $126 million implying a share price of $698.61. The BHE 2Q21 10-Q shows 76,368,874 shares outstanding as of August 5, 2021, implying a market cap of $53.4 billion if the price from the first half of 2020 is still sound.</p>\n<p>Berkshire’s 2Q21 10-Q says they own 91.1% meaning non-controlling interests own the rest. In other words, Berkshire owns $48.6 billion and non-controlling interests own $4.8 billion.</p>\n<p><b>Other Non-Insurance Subsidiaries $195 Billion</b></p>\n<p>The 2Q21 10-Q breaks down revenue and pre-tax earnings under Note 23, Business segment data:</p>\n<p><i>Image Source: 2Q21 10-Q</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f01f33ed3856e8b1eff604acc2ebe65\" tg-width=\"600\" tg-height=\"522\" width=\"100%\" height=\"auto\"><span>Image Source: 2Q21 10-Q</span></p>\n<p>I like to use a pre-tax earnings multiple of 13 times for manufacturing, McLane and service/retailing. Their 1H21 pre-tax earnings were $5.2 billion, $0.2 billion and $2.1 billion, respectively. These numbers are a huge improvement over the first half of 2020! Summing them up and annualizing gives us $15 billion. Applying a multiple of 13 times brings us to $195 billion.</p>\n<p>Cash, T-bills & Fixed Maturities $161.2 Billion</p>\n<p>This is the sum of the first 3 lines on the balance sheet which are $38.9 billion in cash and equivalents plus $101.8 billion in T-bills plus $20.5 billion in fixed maturities.</p>\n<p><b>Stocks $307.9 Billion</b></p>\n<p>Per the 4th line in the balance sheet, we have $307.9 billion in stocks. Apple(NASDAQ:AAPL)is by far the biggest part of this portfolio. The13Fthrough June 2021 shows $121.5 billion in Apple stock.</p>\n<p><b>Equity Method Investments $16.5 Billion</b></p>\n<p>The 5th line of the balance sheet shows $16.5 billion here. Note 5, Equity method investments, on the 2020 10-K showed that the carrying value of $13.3 billion for Kraft Heinz(NASDAQ:KHC)on the balance sheet was $2 billion higher than the fair value of $11.3 billion. However note 5 on the 2Q21 10-Q shows that the fair value went up to the same range as the carrying value so we don’t need to make any adjustments here.</p>\n<p><b>Deferred Tax Liability $(27) Billion</b></p>\n<p>Note 18, Income taxes, isn’t as detailed on the 10-Qs as on the 10-Ks. I’m sticking with the $27 billion net investment tax liability estimate used in my February 2021article.</p>\n<p><b>Non-Controlling Interests $(3.6) Billion</b></p>\n<p>The balance sheet shows $8.4 billion in non-controlling interests but we attributed $4.8 billion to BHE investors. As such, there is another $3.6 billion or so of non-controlling interests outside of BHE.</p>\n<p><b>Other Considerations $0</b></p>\n<p>I treat the insurance operations and the float liability as a wash. I can see why fastidious accountants aren’t crazy about this but I don’t think it makes a huge difference to the overall valuation whether or not these are broken out separately.</p>\n<p><b>Valuation Chart</b></p>\n<p>The 2Q21 says that on an equivalent Class A common stock basis, there were 1,511,229 shares outstanding as of June 30, 2021:</p>\n<img src=\"https://static.tigerbbs.com/81717a4c648c5027fde69b68d33cf46f\" tg-width=\"814\" tg-height=\"695\" width=\"100%\" height=\"auto\">\n<img src=\"https://static.tigerbbs.com/c490184d538a90c0980d497e3b964523\" tg-width=\"813\" tg-height=\"584\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n <tr></tr>\n </tbody>\n</table>\n<p>Here is a more visual interpretation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0183d76b73ebb2503f940ca5c3eec85\" tg-width=\"600\" tg-height=\"558\" width=\"100%\" height=\"auto\"><span>Image Source: Author’s spreadsheet</span></p>\n<p>Of course the above chart is somewhere near the middle of my range. Rather than thinking about a valuation of $814 billion exactly, I think it could be approximately $50 billion higher or lower such that my range with round numbers to the nearest $5 billion is about $765 billion to $865 billion.</p>\n<p>Given the August 23rd (BRK.A) share price of $425,000, and the 1,511,229 class A share equivalents, the implied market cap is $642 billion. Seeing as the market cap is well below my valuation range, I think the stock is priced very reasonably for long-term investors.</p>\n<p>Some think it will be calamitous when CEO Buffett retires but he has built the company with a stable architecture that should hold up well for years to come.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway Remains Undervalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkshire Hathaway Remains Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 23:10 GMT+8 <a href=https://seekingalpha.com/article/4451491-berkshire-hathaway-remains-undervalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCEO Warren Buffett has bought back a large number of shares in 2020 in the first half of 2021.\nFirst half 2021 pre-tax operating earnings for manufacturing and service/retailing are up nicely...</p>\n\n<a href=\"https://seekingalpha.com/article/4451491-berkshire-hathaway-remains-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://seekingalpha.com/article/4451491-berkshire-hathaway-remains-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147501136","content_text":"Summary\n\nCEO Warren Buffett has bought back a large number of shares in 2020 in the first half of 2021.\nFirst half 2021 pre-tax operating earnings for manufacturing and service/retailing are up nicely over the first half of 2020.\nThe stock portfolio is now in excess of $300 billion!\n\nRiverNorthPhotography/iStock Unreleased via Getty Images\nIntroduction\nMy thesis is that Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)is undervalued. CEO Warren Buffett has been taking advantage of this by buying back shares. He repurchased the equivalent of 80,998 “A” shares in 2020 which increased the ownership for existing shareholders by 5.2%. In the first half of this year, the 2Q2110-Qcash flow statement shows $12.6 billion in buybacks which is more than the $6.7 billion they spent in the first half of 2020. In some ways CEO Buffett can be reticent in terms of vocalizing things when the stock is cheap; his buyback actions speak louder than his words.\nLooking at the 2Q21 10-Q balance sheet, the first 5 lines are a big part of our valuation estimate:\nImage Source: 2Q21 10-Q\nBNSF $115 Billion\nBNSF has many similarities to Union Pacific(NYSE:UNP)including the approximate level of debt to enterprise value. The 2Q21 Union Pacific10-Qshows 652,122,933 shares outstanding as of July 16, 2021. Their share price for June 30, 2021 was $219.93 implying a June 30th market cap of $143.4 billion. I believe the market cap of BNSF is at least 80% of Union Pacific’s or $115 billion.\nBerkshire Hathaway Energy (“BHE”) $48.6 Billion\nWe can use the prices at which BHE was repurchased for a valuation estimate but that information is getting dated. Per the BHE 2Q2110-Q, the last batch was during the first half of 2020 when 180,358 shares were repurchased for $126 million implying a share price of $698.61. The BHE 2Q21 10-Q shows 76,368,874 shares outstanding as of August 5, 2021, implying a market cap of $53.4 billion if the price from the first half of 2020 is still sound.\nBerkshire’s 2Q21 10-Q says they own 91.1% meaning non-controlling interests own the rest. In other words, Berkshire owns $48.6 billion and non-controlling interests own $4.8 billion.\nOther Non-Insurance Subsidiaries $195 Billion\nThe 2Q21 10-Q breaks down revenue and pre-tax earnings under Note 23, Business segment data:\nImage Source: 2Q21 10-Q\nImage Source: 2Q21 10-Q\nI like to use a pre-tax earnings multiple of 13 times for manufacturing, McLane and service/retailing. Their 1H21 pre-tax earnings were $5.2 billion, $0.2 billion and $2.1 billion, respectively. These numbers are a huge improvement over the first half of 2020! Summing them up and annualizing gives us $15 billion. Applying a multiple of 13 times brings us to $195 billion.\nCash, T-bills & Fixed Maturities $161.2 Billion\nThis is the sum of the first 3 lines on the balance sheet which are $38.9 billion in cash and equivalents plus $101.8 billion in T-bills plus $20.5 billion in fixed maturities.\nStocks $307.9 Billion\nPer the 4th line in the balance sheet, we have $307.9 billion in stocks. Apple(NASDAQ:AAPL)is by far the biggest part of this portfolio. The13Fthrough June 2021 shows $121.5 billion in Apple stock.\nEquity Method Investments $16.5 Billion\nThe 5th line of the balance sheet shows $16.5 billion here. Note 5, Equity method investments, on the 2020 10-K showed that the carrying value of $13.3 billion for Kraft Heinz(NASDAQ:KHC)on the balance sheet was $2 billion higher than the fair value of $11.3 billion. However note 5 on the 2Q21 10-Q shows that the fair value went up to the same range as the carrying value so we don’t need to make any adjustments here.\nDeferred Tax Liability $(27) Billion\nNote 18, Income taxes, isn’t as detailed on the 10-Qs as on the 10-Ks. I’m sticking with the $27 billion net investment tax liability estimate used in my February 2021article.\nNon-Controlling Interests $(3.6) Billion\nThe balance sheet shows $8.4 billion in non-controlling interests but we attributed $4.8 billion to BHE investors. As such, there is another $3.6 billion or so of non-controlling interests outside of BHE.\nOther Considerations $0\nI treat the insurance operations and the float liability as a wash. I can see why fastidious accountants aren’t crazy about this but I don’t think it makes a huge difference to the overall valuation whether or not these are broken out separately.\nValuation Chart\nThe 2Q21 says that on an equivalent Class A common stock basis, there were 1,511,229 shares outstanding as of June 30, 2021:\n\n\n\n\n\n\n\nHere is a more visual interpretation:\nImage Source: Author’s spreadsheet\nOf course the above chart is somewhere near the middle of my range. Rather than thinking about a valuation of $814 billion exactly, I think it could be approximately $50 billion higher or lower such that my range with round numbers to the nearest $5 billion is about $765 billion to $865 billion.\nGiven the August 23rd (BRK.A) share price of $425,000, and the 1,511,229 class A share equivalents, the implied market cap is $642 billion. Seeing as the market cap is well below my valuation range, I think the stock is priced very reasonably for long-term investors.\nSome think it will be calamitous when CEO Buffett retires but he has built the company with a stable architecture that should hold up well for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834427207,"gmtCreate":1629821009709,"gmtModify":1631889342009,"author":{"id":"3554542088794698","authorId":"3554542088794698","name":"Marksman_SG","avatar":"https://static.tigerbbs.com/c9a818437cbf5c2370b5c2e3620648d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554542088794698","authorIdStr":"3554542088794698"},"themes":[],"htmlText":"Hi all","listText":"Hi all","text":"Hi all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834427207","repostId":"2161818081","repostType":4,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805070567,"gmtCreate":1627828886659,"gmtModify":1631889342012,"author":{"id":"3554542088794698","authorId":"3554542088794698","name":"Marksman_SG","avatar":"https://static.tigerbbs.com/c9a818437cbf5c2370b5c2e3620648d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554542088794698","authorIdStr":"3554542088794698"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805070567","repostId":"1159296868","repostType":4,"repost":{"id":"1159296868","kind":"news","pubTimestamp":1627786610,"share":"https://www.laohu8.com/m/news/1159296868?lang=&edition=full","pubTime":"2021-08-01 10:56","market":"us","language":"en","title":"Why Oracle Stock Could Be Volatile In August","url":"https://stock-news.laohu8.com/highlight/detail?id=1159296868","media":"InvestorPlace","summary":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce consider","content":"<blockquote>\n Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n</blockquote>\n<p>Once considered a laggard company in the world of technology,<b>Oracle</b> (NYSE:<b>ORCL</b>) stock has made a comeback as one of the best-performing tech names of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/1e4fb922d429b71a40534256e2dff304\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Jonathan Weiss / Shutterstock.com</p>\n<p>It was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.</p>\n<p>Investors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.</p>\n<p>And the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.</p>\n<p>Thanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking</p>\n<p>Yet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.</p>\n<p><b>How Recent Earnings Came</b></p>\n<p>Founded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization stands at $246 billion.</p>\n<p>Oracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.</p>\n<p>In fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.</p>\n<p>On the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”</p>\n<p>Cloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.</p>\n<p>ORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.</p>\n<p><b>Long-Term Tailwinds For Oracle Stock</b></p>\n<p>Despite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.</p>\n<p>Management regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.</p>\n<p>The company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.</p>\n<p>Market research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.</p>\n<p>The company still trails behind the market leader<b>Amazon</b>(NASDAQ:<b>AMZN</b>) as well as other competitors<b>Microsoft</b>(NASDAQ:<b>MSFT</b>) and <b>Alphabet</b> (NASDAQ:<b>GOOG</b>, NASDAQ:<b>GOOGL</b>). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.</p>\n<p>If management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.</p>\n<p><b>The Bottom Line on ORCL Stock</b></p>\n<p>Oracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.</p>\n<p>Although I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Oracle Stock Could Be Volatile In August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Oracle Stock Could Be Volatile In August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:56 GMT+8 <a href=https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one ...</p>\n\n<a href=\"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159296868","content_text":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one of the best-performing tech names of 2021.\nSource: Jonathan Weiss / Shutterstock.com\nIt was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.\nInvestors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.\nAnd the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.\nThanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking\nYet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.\nHow Recent Earnings Came\nFounded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization stands at $246 billion.\nOracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.\nIn fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.\nOn the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”\nCloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.\nORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.\nLong-Term Tailwinds For Oracle Stock\nDespite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.\nManagement regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.\nThe company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.\nMarket research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.\nThe company still trails behind the market leaderAmazon(NASDAQ:AMZN) as well as other competitorsMicrosoft(NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.\nIf management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.\nThe Bottom Line on ORCL Stock\nOracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.\nAlthough I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805070116,"gmtCreate":1627828859835,"gmtModify":1631885102326,"author":{"id":"3554542088794698","authorId":"3554542088794698","name":"Marksman_SG","avatar":"https://static.tigerbbs.com/c9a818437cbf5c2370b5c2e3620648d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554542088794698","authorIdStr":"3554542088794698"},"themes":[],"htmlText":"Time to buy in spy","listText":"Time to buy in spy","text":"Time to buy in spy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805070116","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170464037,"gmtCreate":1626446420429,"gmtModify":1631889342015,"author":{"id":"3554542088794698","authorId":"3554542088794698","name":"Marksman_SG","avatar":"https://static.tigerbbs.com/c9a818437cbf5c2370b5c2e3620648d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554542088794698","authorIdStr":"3554542088794698"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170464037","repostId":"2151502268","repostType":4,"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170465946,"gmtCreate":1626446399385,"gmtModify":1631889342018,"author":{"id":"3554542088794698","authorId":"3554542088794698","name":"Marksman_SG","avatar":"https://static.tigerbbs.com/c9a818437cbf5c2370b5c2e3620648d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554542088794698","authorIdStr":"3554542088794698"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170465946","repostId":"1159984391","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182303458,"gmtCreate":1623552559574,"gmtModify":1631889342022,"author":{"id":"3554542088794698","authorId":"3554542088794698","name":"Marksman_SG","avatar":"https://static.tigerbbs.com/c9a818437cbf5c2370b5c2e3620648d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554542088794698","authorIdStr":"3554542088794698"},"themes":[],"htmlText":"Happy 7th anniversary tiger ","listText":"Happy 7th anniversary tiger ","text":"Happy 7th anniversary tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/182303458","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109574062,"gmtCreate":1619707426056,"gmtModify":1631889342025,"author":{"id":"3554542088794698","authorId":"3554542088794698","name":"Marksman_SG","avatar":"https://static.tigerbbs.com/c9a818437cbf5c2370b5c2e3620648d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554542088794698","authorIdStr":"3554542088794698"},"themes":[],"htmlText":"Take this ","listText":"Take this ","text":"Take this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":37,"repostSize":0,"link":"https://laohu8.com/post/109574062","repostId":"109150083","repostType":1,"repost":{"id":109150083,"gmtCreate":1619675599939,"gmtModify":1631888834756,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【随手拍张照】记录你的五一假期生活!","htmlText":"今年的“五一”你打算怎么过呢? 面对即将到来的 “加长版”五一小长假,虎友们已经摩拳擦掌了。 听说假期的机票、酒店在报复性涨价的情况下,依然难以预定,一票难求。毕竟近两年大家几乎都没怎么出门,都想好好放松一下~ 五天的小长假,可以做很多有意义的事情,比如约上三五个好友,去逛逛当地景点;也可以回家陪陪父母,见见朋友;又或是在家看看书、散散步、打打球,没有景区的拥堵,也没有路程的疲惫… 现在,小虎君邀请大家来参与“随手拍张照”活动,主题就围绕记录五一见闻吧! 虎友们,快拿起手机/相机,准备参赛~ 【参与方式】 在本帖“留言并转发”参与活动,包含拍摄地点+照片+感悟/描述即可; 在”<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"ee918f581bcc4367a7d241f0fb1289d6"}\" target=\"_blank\">随手拍张照</a>“主题下发帖,帖子中需包含拍摄地点+照片+感悟/描述(如果照片大于3张,可以选择发长帖)。 【活动奖励】 一等奖:大虎玩偶 二等奖:小虎玩偶 三等奖:老虎抱枕 参与奖:66虎币 【征集时间】 即日起-5月9日 【特别说明】 根据图片的质量,阅读、转发、评论、点赞量等综合评选; 可注明地标配合图片获奖几率更高; 严禁抄袭、剽窃,一旦发现将取消参赛资格; 活动最终解释权归老虎社区所有 五月是个美好的时节,望得见丰收,看得见希望,莫负“五一”好韶光! 提前祝大家假期愉快,外出注意安全哦~ (虽然国内疫情整体形势明显缓解,但是大家还是要做好防护措施,保护好自己,戴好口罩!)","listText":"今年的“五一”你打算怎么过呢? 面对即将到来的 “加长版”五一小长假,虎友们已经摩拳擦掌了。 听说假期的机票、酒店在报复性涨价的情况下,依然难以预定,一票难求。毕竟近两年大家几乎都没怎么出门,都想好好放松一下~ 五天的小长假,可以做很多有意义的事情,比如约上三五个好友,去逛逛当地景点;也可以回家陪陪父母,见见朋友;又或是在家看看书、散散步、打打球,没有景区的拥堵,也没有路程的疲惫… 现在,小虎君邀请大家来参与“随手拍张照”活动,主题就围绕记录五一见闻吧! 虎友们,快拿起手机/相机,准备参赛~ 【参与方式】 在本帖“留言并转发”参与活动,包含拍摄地点+照片+感悟/描述即可; 在”<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"ee918f581bcc4367a7d241f0fb1289d6"}\" target=\"_blank\">随手拍张照</a>“主题下发帖,帖子中需包含拍摄地点+照片+感悟/描述(如果照片大于3张,可以选择发长帖)。 【活动奖励】 一等奖:大虎玩偶 二等奖:小虎玩偶 三等奖:老虎抱枕 参与奖:66虎币 【征集时间】 即日起-5月9日 【特别说明】 根据图片的质量,阅读、转发、评论、点赞量等综合评选; 可注明地标配合图片获奖几率更高; 严禁抄袭、剽窃,一旦发现将取消参赛资格; 活动最终解释权归老虎社区所有 五月是个美好的时节,望得见丰收,看得见希望,莫负“五一”好韶光! 提前祝大家假期愉快,外出注意安全哦~ (虽然国内疫情整体形势明显缓解,但是大家还是要做好防护措施,保护好自己,戴好口罩!)","text":"今年的“五一”你打算怎么过呢? 面对即将到来的 “加长版”五一小长假,虎友们已经摩拳擦掌了。 听说假期的机票、酒店在报复性涨价的情况下,依然难以预定,一票难求。毕竟近两年大家几乎都没怎么出门,都想好好放松一下~ 五天的小长假,可以做很多有意义的事情,比如约上三五个好友,去逛逛当地景点;也可以回家陪陪父母,见见朋友;又或是在家看看书、散散步、打打球,没有景区的拥堵,也没有路程的疲惫… 现在,小虎君邀请大家来参与“随手拍张照”活动,主题就围绕记录五一见闻吧! 虎友们,快拿起手机/相机,准备参赛~ 【参与方式】 在本帖“留言并转发”参与活动,包含拍摄地点+照片+感悟/描述即可; 在”随手拍张照“主题下发帖,帖子中需包含拍摄地点+照片+感悟/描述(如果照片大于3张,可以选择发长帖)。 【活动奖励】 一等奖:大虎玩偶 二等奖:小虎玩偶 三等奖:老虎抱枕 参与奖:66虎币 【征集时间】 即日起-5月9日 【特别说明】 根据图片的质量,阅读、转发、评论、点赞量等综合评选; 可注明地标配合图片获奖几率更高; 严禁抄袭、剽窃,一旦发现将取消参赛资格; 活动最终解释权归老虎社区所有 五月是个美好的时节,望得见丰收,看得见希望,莫负“五一”好韶光! 提前祝大家假期愉快,外出注意安全哦~ (虽然国内疫情整体形势明显缓解,但是大家还是要做好防护措施,保护好自己,戴好口罩!)","images":[{"img":"https://static.tigerbbs.com/4101155c543109d29f78276df0461490","width":"723","height":"519"},{"img":"https://static.tigerbbs.com/987aca773d2f879b2e54a47bb5d960f9","width":"581","height":"442"},{"img":"https://static.tigerbbs.com/80d089b97c2340c2f7c4d2b9009cd0b9","width":"242","height":"254"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109150083","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}