Conservative · Stocks to Consider and Updates

Oracle Reports Earnings In Line on Revenue Miss; Ups Share Buybacks

For the first fiscal quarter, Oracle Corp. (NYSE: ORCL - $53.37) posted revenue of $9.22 billion, up slightly from a year ago and a hair below consensus at $9.29 billion. Adjusted earnings per share came in at $0.81 compared to $0.71 last year and in line with expectations. Oracle had projected earnings for the quarter… Continue reading Oracle Reports Earnings In Line on Revenue Miss; Ups Share Buybacks

Conservative · Stocks to Consider and Updates

Deere Misses Estimates; Cuts Earning’s Outlook

Deere & Co. (NYSE: DE - $148.87) said sales from agricultural equipment fell in its latest quarter, as farmers scale back on major purchases amid concerns over crop conditions, uncertain near-term commodity demand and the trade war between the U.S. and China. Net sales of equipment decreased 3.4% from a year ago to $8.97 billion, pulling… Continue reading Deere Misses Estimates; Cuts Earning’s Outlook

Aggressive · Stocks to Consider and Updates

Applied Materials Beats Forecasts; Growth Prospects Slow

Santa Clara, Californian-based Applied Materials, Inc. (NASDAQ: AMAT - $46.29) a leading supplier of equipment and software for the semiconductor manufacturing industry, said new products under development would deliver growth in the future, after reporting a drop in year-on-year adjusted earnings and sales that was smaller than the market had expected. Net sales fell by… Continue reading Applied Materials Beats Forecasts; Growth Prospects Slow

Income · Stocks to Consider and Updates

Cisco Reports In-line; Outlook Disappoints

Networking equipment and software provider Cisco Systems, Inc. (NASDAQ : CSCO  -$46.55) reported in-line results for the fiscal fourth quarter. However, guidance was below expectations and the shares are down about 8% in response. Total revenue of $13.4 billion matched Street estimates and grew 6% year-over-year, with around 10% of the advance coming from acquisitions.… Continue reading Cisco Reports In-line; Outlook Disappoints

Aggressive · Stocks to Consider and Updates

Aggressive Portfolio – Allocation Update

Following second quarter earnings and management’s outlook for the near term along with macro-economic, trade and global growth headwinds, I'm tweaking the allocation model for the aggressive portfolio.        I am increasing the pie for Applied Materials on valuation and better prospects ahead for the semiconductor industry. The shares have moved up about… Continue reading Aggressive Portfolio – Allocation Update

Income · Stocks to Consider and Updates

Income Portfolio – Allocation Update

I am making a few allocation changes to the income portfolio. I am increasing the share of the pie for CVS Health as they may be finally turning the corner and the shares are highly undervalued. CVS is bumped from 6% to 8%. Conversely, the cyclical nature of the chemical industry is taking its toll… Continue reading Income Portfolio – Allocation Update