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At319

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- At319At319
  ·2021-06-19
  $Tilray Inc.(TLRY)$Omg
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- At319At319
  ·2021-06-19
  Moon next week
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- At319At319
  ·2021-06-19
  Next week bull or bear
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- At319At319
  ·2021-06-17
  Jkk
  Breaking ranks, Norway signals 4 rate hikes by mid-2022
  * Norges Bank holds base rate at 0% * But govenor signals hikes in each of next four quarters * Like
  Breaking ranks, Norway signals 4 rate hikes by mid-2022
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- At319At319
  ·2021-06-17
  $Direxion Daily Semiconductor Bear 3X Shares(SOXS)$regret
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- At319At319
  ·2021-06-17
  [Smile]
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- At319At319
  ·2021-06-15
  Moon
  Cramer's Mad Money Recap: FAANG, Microsoft, PayPal
  Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers c
  Cramer's Mad Money Recap: FAANG, Microsoft, PayPal
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- At319At319
  ·2021-06-15
  No oon
  Oracle: The Turning Point Of The Business
  Summary After having a go at SAP during the last earnings release in March, Oracle is due to announ
  Oracle: The Turning Point Of The Business
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- At319At319
  ·2021-06-15
  $Tilray Inc.(TLRY)$Lol
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- At319At319
  ·2021-06-14
  Apple Alibaba airbnb
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bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162651768","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161501622,"gmtCreate":1623932635366,"gmtModify":1703823803860,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Jkk","listText":"Jkk","text":"Jkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161501622","repostId":"1160003162","repostType":4,"repost":{"id":"1160003162","kind":"news","pubTimestamp":1623929570,"share":"https://ttm.financial/m/news/1160003162?lang=&edition=fundamental","pubTime":"2021-06-17 19:32","market":"sh","language":"en","title":"Breaking ranks, Norway signals 4 rate hikes by mid-2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1160003162","media":"Reuters","summary":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Like","content":"<p>* Norges Bank holds base rate at 0%</p>\n<p>* But govenor signals hikes in each of next four quarters</p>\n<p>* Likely to be first G10 central bank to hike rates</p>\n<p>* By contrast, no change to ultra-loose outlook for SNB</p>\n<p>* U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)</p>\n<p>OSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.</p>\n<p>A day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.</p>\n<p>“Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.</p>\n<p>Announced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.</p>\n<p>With many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.</p>\n<p>Norges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.</p>\n<p>Economists polled by Reuters had been almost evenly split over whether it that would happen in September or December.</p>\n<p>But few had predicted two hikes by year-end.</p>\n<p>In stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.</p>\n<p>REAL ESTATE BOOM</p>\n<p>Norway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.</p>\n<p>“In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.</p>\n<p>The central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.</p>\n<p>Part of the reason behind the accelerated timetable is a rapidly recovering economy.</p>\n<p>Norges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.</p>\n<p>Another factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.</p>\n<p>While core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.</p>\n<p>In a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.</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>Breaking ranks, Norway signals 4 rate hikes by mid-2022</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; 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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\">\nBreaking ranks, Norway signals 4 rate hikes by mid-2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Likely to be first G10 central bank to hike rates\n* By contrast, no change to ultra-loose outlook for ...</p>\n\n<a href=\"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160003162","content_text":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Likely to be first G10 central bank to hike rates\n* By contrast, no change to ultra-loose outlook for SNB\n* U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)\nOSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.\nA day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.\n“Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.\nAnnounced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.\nWith many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.\nNorges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.\nEconomists polled by Reuters had been almost evenly split over whether it that would happen in September or December.\nBut few had predicted two hikes by year-end.\nIn stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.\nREAL ESTATE BOOM\nNorway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.\n“In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.\nThe central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.\nPart of the reason behind the accelerated timetable is a rapidly recovering economy.\nNorges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.\nAnother factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.\nWhile core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.\nIn a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161503143,"gmtCreate":1623932572882,"gmtModify":1703823802245,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$</a>regret","listText":"<a href=\"https://laohu8.com/S/SOXS\">$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$</a>regret","text":"$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$regret","images":[{"img":"https://static.tigerbbs.com/0ab94dda4e7d9274d3e684febd77c4bb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161503143","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161509659,"gmtCreate":1623932523871,"gmtModify":1703823801114,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[{"img":"https://static.tigerbbs.com/74fde3aacfa8503c301d17d136cbf194","width":"750","height":"2537"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161509659","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187548414,"gmtCreate":1623760304638,"gmtModify":1703818394598,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"&nbsp;Moon","listText":"&nbsp;Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187548414","repostId":"1191265676","repostType":4,"repost":{"id":"1191265676","kind":"news","pubTimestamp":1623748736,"share":"https://ttm.financial/m/news/1191265676?lang=&edition=fundamental","pubTime":"2021-06-15 17:18","market":"us","language":"en","title":"Cramer's Mad Money Recap: FAANG, Microsoft, PayPal","url":"https://stock-news.laohu8.com/highlight/detail?id=1191265676","media":"The Street","summary":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers c","content":"<blockquote>\n Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n</blockquote>\n<p>Investors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.</p>\n<p>Until we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.</p>\n<p>The stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.</p>\n<p>Down one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook&nbsp;(<b>FB</b>) , Amazon&nbsp;(<b>AMZN</b>) , Apple&nbsp;(<b>AAPL</b>) Netflix&nbsp;(<b>NFLX</b>) &nbsp;and Alphabet&nbsp;(<b>GOOGL</b>) , along with Microsoft&nbsp;(<b>MSFT</b>) , Adobe Systems&nbsp;(<b>ADBE</b>) , Square&nbsp;(<b>SQ</b>) and PayPal&nbsp;(<b>PYPL</b>). On another aisle in this market are the junior growth names like Twilio&nbsp;(<b>TWLO</b>), Roku&nbsp;(<b>ROKU</b>), Etsy&nbsp;(<b>ETSY</b>)&nbsp;and DocuSign&nbsp;(<b>DOCU</b>). Cramer remains a believer in the senior names, but felt the junior names may be risky.</p>\n<p>Likewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.</p>\n<p>In Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.</p>\n<p>Cramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.</p>\n<p><b>Off the Charts: Independence Day Patterns</b></p>\n<p>In the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.</p>\n<p>Williams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.</p>\n<p>As for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.</p>\n<p>This strategy has been a winner 21 of the past 22 years.</p>\n<p><b>Executive Decision: American Express</b></p>\n<p>In his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express&nbsp;(<b>AXP</b>), which has rallied 38% so far this year.</p>\n<p>Squeri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.</p>\n<p>American Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.</p>\n<p>Turning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.</p>\n<p>American Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.</p>\n<p>On<b>Real Money</b>, Cramer keys in on the companies and CEOs he knows best.</p>\n<p><b>Off the Tape:&nbsp;Solana Labs</b></p>\n<p>In his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.</p>\n<p>Yakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.</p>\n<p>Solana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's&nbsp;(<b>V</b>) &nbsp;processing capabilities.</p>\n<p>Solana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.</p>\n<p><b>What's the Point?</b></p>\n<p>Think you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.</p>\n<p>Case in point: Corsair Gaming&nbsp;(<b>CRSR</b>), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.</p>\n<p>Sure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech&nbsp;(<b>LOGI</b>)&nbsp;also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.</p>\n<p><b>Lightning Round</b></p>\n<p>Here's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:</p>\n<p>Johnson &amp; Johnson&nbsp;(<b>JNJ</b>): \"This stock has a big development pipeline and that's why it keeps going up.\"</p>\n<p>Lockheed Martin&nbsp;(<b>LMT</b>): \"I think this one is money. I say go with it.\"</p>\n<p>Vulcan Materials&nbsp;(<b>VMC</b>): \"This one has a bad chart but, boy, is that a good company. \"</p>\n<p>ViacomCBS&nbsp;(<b>VIACA</b>): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"</p>\n<p>OraSure Technologies&nbsp;(<b>OSUR</b>): \"There are so many at-home test kits now. No, I can't recommend it.\"</p>","source":"lsy1610613172068","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>Cramer's Mad Money Recap: FAANG, Microsoft, PayPal</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\">\nCramer's Mad Money Recap: FAANG, Microsoft, PayPal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where...</p>\n\n<a href=\"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","LOGI":"罗技","NFLX":"奈飞","V":"Visa","CRSR":"Corsair Gaming, Inc.","TWLO":"Twilio Inc","MSFT":"微软","AMZN":"亚马逊","ETSY":"Etsy, Inc.","ROKU":"Roku Inc","AXP":"美国运通","PYPL":"PayPal","SQ":"Block","ADBE":"Adobe","DOCU":"Docusign"},"source_url":"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191265676","content_text":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.\nUntil we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.\nThe stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.\nDown one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook (FB) , Amazon (AMZN) , Apple (AAPL) Netflix (NFLX)  and Alphabet (GOOGL) , along with Microsoft (MSFT) , Adobe Systems (ADBE) , Square (SQ) and PayPal (PYPL). On another aisle in this market are the junior growth names like Twilio (TWLO), Roku (ROKU), Etsy (ETSY) and DocuSign (DOCU). Cramer remains a believer in the senior names, but felt the junior names may be risky.\nLikewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.\nIn Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.\nCramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.\nOff the Charts: Independence Day Patterns\nIn the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.\nWilliams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.\nAs for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.\nThis strategy has been a winner 21 of the past 22 years.\nExecutive Decision: American Express\nIn his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express (AXP), which has rallied 38% so far this year.\nSqueri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.\nAmerican Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.\nTurning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.\nAmerican Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.\nOnReal Money, Cramer keys in on the companies and CEOs he knows best.\nOff the Tape: Solana Labs\nIn his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.\nYakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.\nSolana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's (V)  processing capabilities.\nSolana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.\nWhat's the Point?\nThink you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.\nCase in point: Corsair Gaming (CRSR), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.\nSure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech (LOGI) also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.\nLightning Round\nHere's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:\nJohnson & Johnson (JNJ): \"This stock has a big development pipeline and that's why it keeps going up.\"\nLockheed Martin (LMT): \"I think this one is money. I say go with it.\"\nVulcan Materials (VMC): \"This one has a bad chart but, boy, is that a good company. \"\nViacomCBS (VIACA): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"\nOraSure Technologies (OSUR): \"There are so many at-home test kits now. No, I can't recommend it.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187548341,"gmtCreate":1623760285883,"gmtModify":1703818393459,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"No oon","listText":"No oon","text":"No oon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187548341","repostId":"1126045119","repostType":4,"repost":{"id":"1126045119","kind":"news","pubTimestamp":1623750156,"share":"https://ttm.financial/m/news/1126045119?lang=&edition=fundamental","pubTime":"2021-06-15 17:42","market":"us","language":"en","title":"Oracle: The Turning Point Of The Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1126045119","media":"seekingalpha","summary":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announ","content":"<p><b>Summary</b></p>\n<ul>\n <li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>\n <li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>\n <li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>\n</ul>\n<p>It has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.</p>\n<p>Since my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).</p>\n<p><img src=\"https://static.tigerbbs.com/4a08709416117a896350dc343577c561\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Oracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.</p>\n<p><img src=\"https://static.tigerbbs.com/825d382b994b74c084f876e3f3c26bee\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>* data as of 1st of June 2021</i></p>\n<p><i>Source: Prepared by the author, using data from Seeking Alpha</i></p>\n<p>In the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/56473718354fdf7fa5affc87feb02b5e\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p>For the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.</p>\n<p><b>All aboutEnterprise Resource Planning Software (ERP)</b></p>\n<p>The cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).</p>\n<p><img src=\"https://static.tigerbbs.com/400db58385dd44eb40a3e120e7ea3cbd\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:netsuite.comandifs.com</i></p>\n<p>Although the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.</p>\n<p><img src=\"https://static.tigerbbs.com/e84f099064f653dea0294736c7d731f9\" tg-width=\"800\" tg-height=\"870\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:oracle.com</i></p>\n<p>Being the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.</p>\n<p><img src=\"https://static.tigerbbs.com/5903b921ea535c17457e78574b028738\" tg-width=\"635\" tg-height=\"452\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Secondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.</p>\n<p><img src=\"https://static.tigerbbs.com/9933f07166a78784598ebc3d1c3f3d36\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from Seeking Alpha</i></p>\n<p>Having a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:</p>\n<blockquote>\n <i>I'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a3340d3fff60b0093daa79d1a8330bb7\" tg-width=\"640\" tg-height=\"118\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:diginomica.com</p>\n<p>According to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.</p>\n<blockquote>\n <i>We are - reading the Gartner report,</i>\n <i><b>we are so dominant</b></i>\n <i>. Our product is</i>\n <i><b>so much better</b></i>\n <i>than anyone else's product in the cloud.</i>\n <i><b>We expect to get a significant number more than half of SAP's customers</b></i>\n <i>we'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>A month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.</p>\n<blockquote>\n <i><b>In the first quarter alone, we saw more than 250 wins replacing competitive solutions</b></i>\n <i>, underlining our relentless focus on customer value.</i>(...)\n <i>Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript</i>\n</blockquote>\n<p>Who's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/034dfdf4c80697ec0fcccb1cb50c3dc9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p><b>Cloud Infrastructure - supply constrained</b></p>\n<p>A common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.</p>\n<p><img src=\"https://static.tigerbbs.com/04441c38023b7d48801566262caf6fda\" tg-width=\"800\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:aws.amazon.com</i></p>\n<p>The reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.</p>\n<blockquote>\n <i>Now add to that,</i>\n <i><b>OCI, which is new for us</b></i>\n <i>, we've</i>\n <i><b>never been a platform company</b></i>\n <i>. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.</i>\n <i><b>We were portable and ran on lots of different platforms. Now we have our own platform for the first time.</b></i>\n <i>Lawrence Ellison - Co-Founder, Chairman &amp; CTOSource: Oracle Q2 2021 Earnings Transcript</i>\n</blockquote>\n<p>That is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.</p>\n<blockquote>\n <i>The Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f0a0016b57345a627686d804dac183b5\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: oracle.com</i></p>\n<p>That is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.</p>\n<blockquote>\n <i>As I mentioned last quarter,</i>\n <i><b>we experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically</b></i>\n <i>. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,</i>\n <i><b>we're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022</b></i>\n <i>. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>Offering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.</p>\n<p><b>Conclusion</b></p>\n<p>Oracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&amp;A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.</p>","source":"seekingalpha","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>Oracle: The Turning Point Of The Business</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\">\nOracle: The Turning Point Of The Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings\">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://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1126045119","content_text":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.\nThe supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.\n\nIt has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.\nSince my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).\nData byYCharts\nOracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.\n\n* data as of 1st of June 2021\nSource: Prepared by the author, using data from Seeking Alpha\nIn the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.\n\nSource: prepared by the author, using data from annual and quarterly reports\nFor the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.\nAll aboutEnterprise Resource Planning Software (ERP)\nThe cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).\n\nSource:netsuite.comandifs.com\nAlthough the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.\n\nSource:oracle.com\nBeing the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.\nData byYCharts\nSecondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.\n\nSource: prepared by the author, using data from Seeking Alpha\nHaving a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:\n\nI'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\n\nSource:diginomica.com\nAccording to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.\n\nWe are - reading the Gartner report,\nwe are so dominant\n. Our product is\nso much better\nthan anyone else's product in the cloud.\nWe expect to get a significant number more than half of SAP's customers\nwe'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nA month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.\n\nIn the first quarter alone, we saw more than 250 wins replacing competitive solutions\n, underlining our relentless focus on customer value.(...)\n Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript\n\nWho's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.\n\nSource: prepared by the author, using data from annual and quarterly reports\nCloud Infrastructure - supply constrained\nA common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.\n\nSource:aws.amazon.com\nThe reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.\n\nNow add to that,\nOCI, which is new for us\n, we've\nnever been a platform company\n. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.\nWe were portable and ran on lots of different platforms. Now we have our own platform for the first time.\nLawrence Ellison - Co-Founder, Chairman & CTOSource: Oracle Q2 2021 Earnings Transcript\n\nThat is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.\n\nThe Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.\n\n\nSource: oracle.com\nThat is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.\n\nAs I mentioned last quarter,\nwe experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically\n. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,\nwe're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022\n. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nOffering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.\nConclusion\nOracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187543904,"gmtCreate":1623760231608,"gmtModify":1703818391009,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Lol","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Lol","text":"$Tilray Inc.(TLRY)$Lol","images":[{"img":"https://static.tigerbbs.com/3e2391e279b9d14b56bd0fe035522e82","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187543904","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184325790,"gmtCreate":1623685478510,"gmtModify":1704208744839,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Apple Alibaba airbnb","listText":"Apple Alibaba airbnb","text":"Apple Alibaba airbnb","images":[{"img":"https://static.tigerbbs.com/d6cc7c256ff50ec948f70db99771b508","width":"750","height":"2202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184325790","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}