Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does Oracle (NYSE: ORCL ) fit the bill? Let's look at what its recent results tell us about its potential for future gains.
What we're looking for
The graphs you're about to see tell Oracle's story, and we'll be grading the quality of that story in several ways:
What the numbers tell you
Now, let's take a look at Oracle's key statistics:
5 Best Trucking Stocks To Own Right Now: pSivida Corp.(PSDV)
pSivida Corp., together with its subsidiaries, develops drug delivery products for treatment of back-of-the-eye diseases that are administered by implantation, injection, or insertion. The company?s lead product candidate includes Iluvien, which is in Phase III clinical trials and delivers fluocinolone acetonide (FA) for the treatment of diabetic macular edema (DME), a cause of vision loss. It is also conducting Phase II clinical trials with Iluvien for the treatment of wet and dry form of age-related macular degeneration, and retinal vein occlusion. In addition, the company?s products include Retisert for the treatment of posterior uveitis, an autoimmune condition characterized by inflammation of the posterior of the eye that can cause sudden or gradual vision loss; and Vitrasert for cytomegalovirus retinitis, a blinding eye disease that occurs in individuals with advanced AIDS. It is developing the Latanoprost product, an injectable, bioerodible drug delivery implant i n Phase I/II dose-escalating study for the treatment of glaucoma and ocular hypertension; the Posterior Uveitis product candidate in a Phase I/II study for the treatment of posterior uveitis; BioSilicon technology system, which is nano-structured porous silicon designed for use as a drug delivery platform and to deliver smaller molecules; and Tethadur, which utilizes BioSilicon to deliver large biologic molecules, including peptides and proteins. It has strategic collaborations with Bausch & Lomb Incorporated; Alimera Sciences, Inc.; Pfizer, Inc.; and Intrinsiq Materials Cayman Limited. The company was founded in 1987 and is headquartered in Watertown, Massachusetts.
Advisors' Opinion:- [By Smith On Stocks]
This note focuses on the implications of the complete response letter (CRL) received by Alimera (ALIM) for Iluvien. This product was developed by pSivida (PSDV) but was partnered with Alimera. This report deals only with the investment significance for pSivida.
- [By John Kell]
Specialty pharmaceutical firm pSivida Corp.(PSDV) said the U.S. Food and Drug Administration didn’t approve a treatment for an eye disease found in patients with diabetes. The company’s stock tumbled 47% to $2 premarket, while shares of Alimera Sciences Inc.(ALIM) were down 39% to $1.66, as the treatment is licensed and sold by Alimera in other markets.
Best Quality Companies To Watch In Right Now: ConocoPhillips(COP)
ConocoPhillips operates as an integrated energy company worldwide. The company?s Exploration and Production (E&P) segment explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids. Its Midstream segment gathers, processes, and markets natural gas; and fractionates and markets natural gas liquids in the United States and Trinidad. The company?s Refining and Marketing (R&M) segment purchases, refines, markets, and transports crude oil and petroleum products, such as gasolines, distillates, and aviation fuels. Its Chemicals segment manufactures and markets petrochemicals and plastics. This segment offers olefins and polyolefins, including ethylene, propylene, and other olefin products; aromatics products, such as benzene, styrene, paraxylene, and cyclohexane, as well as polystyrene and styrene-butadiene copolymers; and various specialty chemical products comprising organosulfur chemicals, solvents, catalyst s, drilling chemicals, mining chemicals, and engineering plastics and compounds. The company?s Emerging Businesses segment develops new technologies and businesses. It focuses on power generation; and technologies related to conventional and nonconventional hydrocarbon recovery, refining, alternative energy, biofuels, and the environment. This segment also offers E-Gas, a gasification technology producing high-value synthetic gas. ConocoPhillips was founded in 1917 and is based in Houston, Texas.
Advisors' Opinion:- [By Arjun Sreekumar]
Exxon's net income margin, however, fell only modestly, coming in at 10.9% last year, as compared with 10.5% in 2005. And ConocoPhillips (NYSE: COP ) was one of the few majors that managed to buck the weak margin trend, posting an impressive 14% net income margin last year, up from 8.2% in 2005.
- [By Alex Dumortier, CFA]
That paragraph reads like a ringing endorsement of Buffett's decision to add ExxonMobil to Berkshire's portfolio and the one to reduce the existing ConocoPhillips (NYSE: COP ) position. However, I should note that Morningstar currently rates ExxonMobil as a three-star stock, which, according to their methodology, indicates that the current stock price is close to their fair value estimate and that the stock "should offer a "fair return," one that compensates for the riskiness of the stock." The Oracle of Omaha likes to make investments in the expectation that they will earn a return that's more than fair, but, given the size of Berkshire's portfolio, "fair" would hardly be a shameful result.
Best Quality Companies To Watch In Right Now: Chevron Corporation(CVX)
Chevron Corporation, through its subsidiaries, engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. It operates in two segments, Upstream and Downstream. The Upstream segment involves in the exploration, development, and production of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as holds interest in a gas-to-liquids project. The Downstream segment engages in the refining of crude oil into petroleum products; marketing of crude oil and refined products primarily under the Chevron, Texaco, and Caltex brand names; transportation of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacture and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It a lso produces and markets coal and molybdenum; and holds interests in 13 power assets with a total operating capacity of approximately 3,100 megawatts, as well as involves in cash management and debt financing activities, insurance operations, real estate activities, energy services, and alternative fuels and technology business. Chevron Corporation has a joint venture agreement with China National Petroleum Corporation. The company was formerly known as ChevronTexaco Corp. and changed its name to Chevron Corporation in May 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.
Advisors' Opinion:- [By Anders Bylund]
Today, I'm looking at petroleum products giant Chevron (NYSE: CVX ) . The stock has trounced the returns of the Dow Jones Industrial Average (DJINDICES: ^DJI ) over the last 20 years, but reinvesting dividends along the way would have more than doubled your returns again:
Best Quality Companies To Watch In Right Now: Datawatch Corporation(DWCH)
Datawatch Corporation engages in the design, development, manufacture, marketing, and support of business computer software products primarily in the United States and the United Kingdom. The company?s products include Monarch 11, a desktop reporting and data analysis application that allows users to extract and manipulate data from ASCII report files, PDF files, or HTML files; Monarch Data Pump, a data replication and migration tool, which provides information delivery and data extract, and transform and load capabilities in one automated solution; and Monarch Enterprise Server that offers Web-enabled report storage, transformation, and distribution, including data analysis, visualization, and MS Excel integration. It also offers Monarch RMS, a Web-based report analytics solution that integrates with existing enterprise content management system; Monarch Report Manager on Demand, a document archive system that stores text, images, intelligent data streams, and unstructur ed content with file compression and encryption; and Datawatch Dashboards, an interactive dashboard solution that gives various levels of users a visual overview of operational performance, as well as the ability to monitor specific business processes and events. In addition, the company provides iMergence iStore, a report management solution, which manages computer-generated reports, mines the data contained in them, and allows users to interactively merge and transform them into new reports; Visual QSM, a Web-enabled IT service management system that incorporates workflow and network management capabilities, and provides Web access to multiple databases while enabling customers to interact through browser; and Visual Help Desk, which offers Web-based help desk and call center solutions. It sells its products through direct sales force, value added resellers, and distributors. Datawatch Corporation was founded in 1985 and is headquartered in Chelmsford, Massachusetts.
Advisors' Opinion:- [By Sean Williams]
A clouded future
With cost-cutting and operational efficiency being the name of the game for most tech companies in this uncertain growth environment, companies like Datawatch (NASDAQ: DWCH ) , which provides information optimization for enterprise networks, are thriving.
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