$Oracle(ORCL)$ ORCL's year-to-

$Oracle(ORCL)$ ORCL's year-to-date performance is flat, but year-over-year it's up 20%, which is not bad at all. Over a five-year span, whoa, it has doubled the S&P 500.

So people can dump it all they want, but ORCL has delivered solid performance. I'm sticking with Charlie Munger's advice: “The big money is not in the buying or the selling, but in the waiting.” So far, the waiting has been very, very good.

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