Article Results:
[Mar 01, 2007] Oracle Corp., by Mark Robertson
ORCL ranks 31st in the MANIFEST 40 and several Groundhoggers chose the company among their five selections for the Groundhog Challenge Cup.
[Jun 01, 2005] Oracle, by Mark Robertson
Oracle's recent acquisition of PeopleSoft creates a powerful combination of resources and systems.
[Sep 01, 2010] Sweet 16, by Mark Robertson
Fair Values and Discount Pricing.
[May 01, 2010] Sweet 16, by Mark Robertson
The screen this month represent the results of a quick "hunt" for high return potential, high quality companies with a stable and steady track record.
[Jul 01, 2010] Sweet 16, by Mark Robertson
A healthy defense suggestion.
[Apr 01, 2007] Huddling with History, by Mark Robertson
Heed the lessons of history. Opportunities and challenges do repeat and human nature is pretty reliable.
[Jun 01, 2010] Sweet 16: bivio '12', by Mark Robertson
The best of 2500+ companies.
[Jan 01, 2011] Abbott Labs, by Mark Robertson
ABT is no stranger to this community, was featured during the Christmas Countdown for 2010, and is considered by most of us to be one of those "sleep-at-night" core holdings.
[May 01, 2009] Sweet 16, by Mark Robertson
Copart, Varian Medical, Pepsi, Harris Corp and Oracle Corp all have higher projected profitability and P/E ratios for their long-term forecasts.
[Aug 01, 2010] Hoard vs. Herds: QQQQ, by Cy Lynch
The average selection for the Hoard has outperformed the total stock market benchmark by +12.6% during its holding period. Accuracy stands at 68% due to some lagging healthcare positions.
[Mar 01, 2012] Sweet Sixteen, by Mark Robertson
The screen this month represents the most frequently selected stocks for all of the Groundhog VI entries, our Heavy Hogs.
[Sep 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Bed Bath & Beyond, Medtronic, Oracle and Williams-Sonoma.
[Oct 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Medtronic, Microsoft, Walgreen and Williams-Sonoma.
[Nov 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Maxim Integrated Products, Medtronic, Stryker and Walgreen.
[Dec 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, Stryker, Wellpoint Health and EBay.
[Jan 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Oracle, Fastenal, Maxim Integrated Products and Wellpoint Health.
[Mar 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, NAVTEQ, Select Comfort and Oracle.
[Mar 01, 2005] Sweet 16, by Mark Robertson
All of the listed companies have quality ratings greater than 65 (Excellent.) Quality is always important, but it takes on added significance during periods when bull markets have been running for a while..
[May 01, 2005] Sweet 16, by Mark Robertson
The joys of finding a sweet spot in investing.
[Jun 01, 2005] Sweet 16, by Mark Robertson
Recent Solomon selections Linear Technology and Fifth Third remain on the list.
[Jul 01, 2005] Sweet 16, by Mark Robertson
New companies include: Nucor Corp, Robert Half, Paychex, Stryker and QUALCOMM.
[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.
[May 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Staples, Best Buy and Oracle.
[Jun 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Varian Medical, Select Comfort, Staples and Walgreen.
[Jul 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Whole Foods Market, Walgreen, CVS and Zimmer.
[Aug 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies Allied Irish Banks, CVS Caremark and Oracle. .
[Jul 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Cognizant Technology, Walgreen and Energy Trans Partners.
[Jun 03, 2005] Eating Crow, by Mark Robertson
Dan's back with some questions and a rather generous helping of "crow" .
[Sep 21, 2007] Manifest Top 40, by Mark Robertson
We've always believed that the collective decisions made by our community of long-term investors is worth huddling over ... a place where ideas are born..
[Dec 01, 2005] T. Rowe Price Science & Technology, by Mark Robertson
PRSCX is in solid position to continue to narrow the performance deficit and shine in days ahead..
[Jul 01, 2005] Nasdaq-100 (QQQQ), by Mark Robertson
QQQQ is designed to follow the NASDAQ-100 index composed of 100 of the fastest growing technology and non-financial services companies listed on the NASDAQ Stock Market..
[Apr 07, 2006] Manifest Top 40, by Mark Robertson
Manifest consensus-by-dashboard continues to perform fairly well, delivering a 13.9% rate of return but now trails the Wilshire 5000.
[Jul 01, 2006] Manifest Top 40, by Mark Robertson
In the realm of long-term investing, patience is a virtue.
[Oct 01, 2005] Peak Interest In Quality Leaders, by Mark Robertson
In this issue, we introduce the MANIFEST 40, consisting of the stocks which appear most frequently on your collective dashboards.
[Dec 30, 2005] Manifest Top 40, by Mark Robertson
A list of the most widely-followed companies from subscriber dashboards.
[Sep 21, 2006] Manifest Top 40, by Mark Robertson
Stability within the Top 40 seems to be increasing as Home Depot continues to hold down the top position, despite some angst and shareholder discomfort.
[Dec 30, 2006] Manifest Top 40, by Mark Robertson
Our quarterly "consensus" returns with our sixth edition of the Manifest Top 40, a list of the most widely-followed stocks by subscribers.
[Mar 29, 2007] Manifest Top 40, by Mark Robertson
Our quarterly "consensus" returns with our seventh edition of the Manifest Top 40, a list of the most widely-followed stocks by subscribers.
[Oct 01, 2009] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 with the largest annualized relative returns since inception are Quality Systems, Infosys Tech and FactSet Research.
[Dec 15, 2009] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 are Cognizant Technology, Quality Systems and Infosys Tech.
[Dec 17, 2007] Christmas Countdown: StockWatch Reports, by Mark Robertson
With the release of the latest MANIFEST 40, we've decided to perform a bunch of StockWatch reports on the most widely-held residents in subscriber dashboards.
[Mar 27, 2008] Manifest Top 40, by Mark Robertson
This is our 11th edition of the MANIFEST 40, covering the last 33 months. It's a list of the most widely-followed stocks by subscribers.
[Jul 01, 2007] Manifest Top 40, by Mark Robertson
Our quarterly "consensus" returns with our eighth edition of the Manifest Top 40, a list of the most widely-followed stocks by subscribers.
[Dec 17, 2008] Manifest Top 40, by Mark Robertson
The outlook continues to be favorable for the MANIFEST 40. It's the relative return that matters with a long-term perspective. We'll take +6% and wish everybody the best of the holiday season.
[May 08, 2009] Manifest Top 40, by Mark Robertson
Walgreen (WAG) continues in the lead as the company found on the highest number of subscriber dashboards. The top ten was unchanged since the December edition of the MANIFEST 40.
[Jul 01, 2009] Manifest Top 40, by Mark Robertson
The MANIFEST TOP 40 is now 3.75 years old. The list represents the most widely-followed companies from subscriber dashboards. The annualized rate of return for the stocks on your collective dashboards is (-3.0%) versus (-8.0%) for the Wilshire 5000.
[Jul 01, 2008] Manifest Top 40, by Mark Robertson
This is our 12th edition of the MANIFEST 40, covering the last 3 years. It's a list of the most widely-followed stocks by subscribers.
[Sep 30, 2008] Manifest Top 40, by Mark Robertson
Our MANIFEST 40 is a list of the most widely-followed stocks by subscribers. The annualized rate of return for the stocks on our collective dashboards is 4.1% versus (0.4%) for the Wilshire 5000 since inception.
[Apr 01, 2015] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. We continuously monitor the 40 most-widely followed stocks by our community of subscribers at Manifest Investing.
[May 01, 2016] Relatively Better Selling?, by Mark Robertson
“The ability to select stocks, manage them over time and know when to sell them is incredibly difficult, even for professional fund managers.” -- Barry Ritholtz
Forum Post Results:
Oracle (ORCL)
· by
Mark Robertson
·
06/23/2011 07:14 PM
·
Stocks
It appears their operating fundamentals are doing better than their sailing?
Oracle (ORCL)
· by
Mark Robertson
·
09/21/2011 07:54 AM
·
Stocks
Oracle (ORCL) narrowly beat earnings expectations, reporting FQ1 EPS of $0.48 vs. the $0.47 consensus and in-line revenue of $8.4B. Looking ahead,...
Oracle (ORCL)
· by
Mark Robertson
·
12/22/2011 02:53 PM
·
Stocks
As the “blood runs in the gutter,” Oracle (ORCL) is the fifth company chosen for this year’s Christmas Countdown. Some background reading: Oracle...
This Week at MANIFEST (8/3/2012)
· by
Mark Robertson
·
07/31/2012 11:45 AM
·
General Discussion
Dan, Thanks for the question. It’s a great question. First, we’re trying for Occam’s Razor. Is the PnF overall trend enough when it comes to this?...
Oracle (ORCL)
· by
Mark Robertson
·
03/26/2008 12:23 PM
·
Stocks
For the Oracle watchers in the crowd: Oracle Expected to Report a Strong Quarter Oracle is the top holding (%-of-assets) in the Solomon Select...
Oracle (ORCL)
· by
James Howard
·
03/26/2008 07:22 PM
·
Stocks
Well…this obviously can’t be good for the Solomon Select portfolio (or anyone else’s for that matter!)...
Oracle (ORCL)
· by
Mark Robertson
·
03/26/2008 07:29 PM
·
Stocks
I’ll have to have a word with AP reporter, Jordan Robertson . :) How is $5.35 billion “far short” of $5.42 billion???? Looks like a potential...
Oracle (ORCL)
· by
Mark Robertson
·
03/27/2008 03:34 PM
·
Stocks
Larry Dignan checks in with Oracle’s Quarter Good but Not Good Enough and When The Going Gets Tough, Oracle Talks Less Smack .
Bought ORCL
· by
Sunil Veluvali
·
05/18/2010 02:37 PM
·
Decisions Manifest
Old favorite :)
Oracle (ORCL)
· by
Mark Robertson
·
06/23/2011 07:11 PM
·
Stocks
Oracle (ORCL) is expected to report that FQ4 EPS excluding items grew to $0.71 from $0.60 a year earlier when it releases its earnings after the...
Oracle (ORCL)
· by
Mark Robertson
·
06/24/2011 08:21 AM
·
Stocks
Oracle’s (ORCL) FQ4 net profit beat expectations and rose to $3.21B from $2.36B a year earlier as revenues climbed to $10.8B from $9.51B, but...
Oracle (ORCL)
· by
Mark Robertson
·
09/22/2011 08:26 AM
·
Stocks
Strong demand for database and enterprise software applications drove Oracle’s ORCL growth and profitability during the first quarter of fiscal...
Oracle (ORCL)
· by
Mark Robertson
·
04/18/2012 07:35 AM
·
Stocks
Oracle (ORCL) holds steady at #16 in the current MANIFEST 40 collection of our most widely-followed stocks. ORCL continues to rank among the most...
Oracle (ORCL)
· by
Mark Robertson
·
09/19/2013 07:53 AM
·
Stocks
Oracle turns in mixed quarter. Oracle (ORCL) reported FQ1 earnings that beat Street estimates Wednesday evening, but revenue growth of 2% left the...
Oracle (ORCL)
· by
Mary Ann Rentsch
·
10/28/2013 11:59 AM
·
Stocks
Hi Everyone, In analyzing the annual report, I found that long term debt is up 37%. In checking out company explanations, I found the following...
Oracle (ORCL)
· by
Mark Robertson
·
12/19/2013 10:06 AM
·
Stocks
Oracle earnings beat expectations. Oracle’s (ORCL) FQ2 results topped Street forecasts and its FQ3 guidance was in line, prompting hopes that the...
Oracle (ORCL)
· by
Mark Robertson
·
03/19/2014 09:52 AM
·
Stocks
Oracle’s shares fell 3.5% in post-market trading after the company’s FQ3 earnings missed expectations despite net profit edging up 2% to $2.56B....
Oracle (ORCL)
· by
Mark Robertson
·
12/19/2012 10:56 AM
·
Stocks
The 6th selection in our annual stock selection countdown is Oracle Corp (ORCL). No, there’s no particular connection between the water-logged...
Oracle (ORCL)
· by
Mark Robertson
·
03/20/2013 09:11 AM
·
Stocks
Oracle’s earnings seen edging up. Oracle’s (ORCL) FQ3 earnings are due out after the bell, with analysts forecasting that EPS rose to $0.66 from...
Oracle (ORCL)
· by
Mark Robertson
·
03/21/2013 08:56 AM
·
Stocks
As we can tell from the previous post, not many saw this coming: Oracle tumbles after earnings miss. Oracle (ORCL) shares slumped 7.8% premarket...
Oracle (ORCL)
· by
Mark Robertson
·
06/17/2021 10:50 AM
·
Stocks
Enterprise application software and database systems provider Oracle Corporation reported revenues and non-GAAP earnings of $11.2 billion and $1.54...
Oracle (ORCL)
· by
Mark Robertson
·
06/16/2021 08:07 AM
·
Stocks
Oracle (ORCL) -4.9% AH despite topping FQ4 estimates. AUSTIN, Texas, June 15, 2021 /PRNewswire/ — Oracle Corporation (ORCL) today announced fiscal...
Oracle (ORCL)
· by
Mark Robertson
·
06/14/2023 09:48 AM
·
Stocks
Oracle (ORCL): $1.67 EPS (vs. $1.58 expected) , $13.84 billion in sales (vs. $13.74B expected) . The company offered quarterly revenue guidance...
Oracle (ORCL)
· by
Mark Robertson
·
09/12/2023 10:23 PM
·
Stocks
Oracle shares have plummeted 9%, marking the steepest decline since 2020, despite beating quarterly earnings and revenue estimates. The culprit?...
Oracle (ORCL)
· by
Mark Robertson
·
12/12/2023 12:17 PM
·
Stocks
Oracle (ORCL) reported its latest quarterly revenue, which slightly missed expectations, leading to a roughly 9% drop in the company’s stock in...
Oracle (ORCL)
· by
Mark Robertson
·
03/12/2024 01:26 PM
·
Stocks
ORACLE: Great Earnings Oracle reported better-than-expected quarterly earnings, causing its shares to rise 13% after hours. For the next quarter,...
Google Quiz
· by
Nicholas Stratigos
·
08/20/2014 10:11 AM
·
General Discussion
ORCL
Oracle (ORCL) Chronicle
· by
Mark Robertson
·
11/15/2006 01:08 PM
·
Stocks
Oracle (ORCL) is the top-performing stock in the MANIFEST 40 since Sept-2005 (up 54%) and one of the better performing stocks in the Solomon Select...
Oracle (ORCL) Chronicle
· by
Mark Robertson
·
11/21/2006 01:32 PM
·
Stocks
Here’s another update of a recently-posted chronicle for Oracle (ORCL). The financial strength rating was raised from A (80%) to A+ (90%) with the...
Oracle (ORCL) Chronicle
· by
Mark Robertson
·
05/21/2007 11:15 AM
·
Stocks
The updated chronicle for ORCL is attached.
Chronicle: Oracle (ORCL)
· by
Mark Robertson
·
02/24/2007 04:56 PM
·
Stocks
Updated chronicle for Oracle (ORCL):
Chronicle: Oracle (ORCL)
· by
Richard Wardzala
·
02/25/2007 02:20 PM
·
Stocks
Hi: Can anyone with (mi) explain how Chronicle work, please. The last time i posted i got all techi answers , and was lost as usual. So if the red...
Chronicle: Oracle (ORCL)
· by
Ev Luecke
·
02/25/2007 02:54 PM
·
Stocks
Richard - I do not really understand the Chronicles either – but I see the same question was just asked by Laura Scott in the General Discussion...
Chronicle: Oracle (ORCL)
· by
Shelly Stokes
·
02/25/2007 07:40 PM
·
Stocks
Richard, The blue line is the quality line. I look to see that it is staying comfortably above 65, which puts it in the top tier of companies. I...
Chronicle: Oracle (ORCL)
· by
Bob Wheeler
·
02/26/2007 12:33 AM
·
Stocks
The Red Line and Blue Line are on different axis and are somewhat unrelated. The BLUE line represents the quality of the stock. It is the left axis...
Bought Oracle (ORCL)
· by
Shelly Stokes
·
01/19/2007 02:25 PM
·
Decisions Manifest
Took part of my year-end bonus and added a position in Oracle to my portfolio. Slowly but surely whittling down my cash position… Shelly Stokes
Oracle (ORCL) Stock Study
· by
Sunil Veluvali
·
04/08/2006 01:10 PM
·
Stocks
Hi, This is my first attempt at a stock study. I picked Oracle because it is a company in my neck of the woods. Please kindly take a moment and...
Oracle (ORCL) Stock Study
· by
Mark Robertson
·
04/08/2006 01:16 PM
·
Stocks
Nicely done. I’ve attached a chronicle for Oracle (ORCL) for reference purposes. Oracle is an example of a company that is out of the sweet spot...
Oracle (ORCL) Stock Study
· by
Bill Bickley
·
04/08/2006 04:10 PM
·
Stocks
The chronicle as always is an enlightening data summary. If you draw a trend line for the last 10 years, the quality metric is a strong statement...
Oracle (ORCL) Stock Study
· by
Lynn Ostrem
·
04/09/2006 10:16 AM
·
Stocks
Several thoughts came to mind when reading Sunil’s study on Oracle. I hope these will be accepted as constructive criticism. 1)My first thought was...
Oracle (ORCL) Stock Study
· by
Sunil Veluvali
·
04/09/2006 11:38 AM
·
Stocks
Hi Lynn, Thank you for your feedback. I do appreciate you taking the time to review my study. Following is follow up to your comments: >>...
Oracle (ORCL) Stock Study
· by
Bakul Lalla
·
04/09/2006 05:34 PM
·
Stocks
Sunil, Thanks for the Oracle presentation. > The recent trend of open source software is worrisome. I view open source as a significant...
Oracle (ORCL) Stock Study
· by
Cy Lynch
·
04/18/2006 12:00 AM
·
Stocks
Sunil, I echo the kudos of others. I believe that “sponsored” learning oportunities like the Continuous Classroom are valuable (of course I might...
Oracle (ORCL) Stock Study
· by
Sunil Veluvali
·
04/23/2006 03:43 PM
·
Stocks
Hi Cy, Thanks for your encouragement. Yes. I had SAP in my writely version, but got lost in my MI edit. Thanks for pointing this out. Regarding my...
Oracle (ORCL) Stock Study
· by
Sunil Veluvali
·
06/19/2006 05:57 PM
·
Stocks
Oracle recently announced a great Q4 based on preliminary results. Is this a one-time event or is this proof that their strategy to consolidate is...
Oracle (ORCL) Stock Study
· by
Sunil Veluvali
·
07/24/2006 09:40 AM
·
Stocks
WSJ subscribers: I would recommend that you read this article for some activities happening in the web based software-as-a-service world. While the...
Oracle (ORCL) Stock Study
· by
Sunil Veluvali
·
09/20/2006 10:43 AM
·
Stocks
Hi, Oracle announced their earnings: >> From FirstCall/ — Oracle Corporation (Nasdaq: ORCL) today announced fiscal 2007 Q1 GAAP earnings per...