The Incredible Value at Oracle

Larry Ellison’s formula for generating all that cash is the same as Warren Buffett’s: float.

If you are looking for a value stock in technology that can make a lot of money, Oracle is it. Just be aware of the serious threats that fast-developing technology poses to its’ lucrative business model.

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Berkshire Hathaway is now the House of Cash

The potential of this are absolutely staggering. Just a few of the things Uncle Warren can do with all that cash include:
Buy America’s second largest grocer; Kroger (NYSE: KR), outright and still have $75.56 billion left in the bank. That’s amazing because Kroger reported revenues of $118.05 billion on 31 July 2017. Kroger had an enterprise value of $32.74 billion on November 10, 2017.

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Yes Google is a Value Investment

There is a $16.4 billion two-fold threat to Alphabet’s advertising-based business model out there that a lot of investors will not see coming. It is advertising fraud and Big Business’s growing dissatisfaction with digital advertising in general.

Digital advertising fraud will cost brands $16.4 billion worldwide in 2017, the ad-verification company Adloox and The&Partnership predicted in April. That figure marks a 20% increase over the $12.5 Adloox estimated that brands lost to fraud in 2016, CNBC reported. Not surprisingly this level of fraud is upsetting some major advertisers.

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US Bancorp Gets Better

There’s also less exposure to the mortgage market which is still on some very shaky ground. U.S. Bancorp controlled around 2.8% of the mortgage in first quarter 2017, compared to the 16.3% that Wells Fargo owned, Forbes Great Speculations pointed out.

The volume of mortgage originations is falling dramatically dropping from $561 billion in 3rd Quarter 2016 to $361 billion in Quarter One 2017. That’s a decline of more than $35% or $200 billion in just six months.

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Surprise American Express is Growing Again

There is a reason why simple reason why American Express is still growing again. Basic credit card services are still a great product for which there is tremendous demand.

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Lowes, is Home Improvement Amazon Proof?

A strong case can also be made that it is Amazon which is driving Lowe’s and Home Depot’s growth by driving competitors like Sears out of business. These companies’ revenue growth obviously parallels Sears’ revenue shrinkage.

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Do Railroads Make Money at CSX Corporation?

CSX is the largest rail operator in the Eastern United States; it is also the successor to some historic rail operators including; the Pennsylvania Railroad, the Seaboard Airline, the Baltimore and Ohio, and the New York Central. This puts CSX in a great position because it serves many of America’s largest cities including’ New York, Atlanta, Chicago, Tampa, Detroit, Cleveland, Philadelphia, Richmond, Pittsburgh, Buffalo, Columbus, Boston, and Miami, and 70 ports.

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Is Alphabet (Google) Finally Stumbling?

Sports fans know that even the greatest winning streaks end sooner or later. The same can be said of stocks,

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Chase Proves Banking is Back!!

Chase Pay will be integrated with both PayPal’s digital wallet and the Braintree merchant platform, TechCrunch reported. That means Chase Pay users might be able to use the app to pay at merchants will Braintree accounts.

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Is Disney Making Money?

My advice is to hold Disney shares if you have them; because I think this company is a long-term moneymaker, but hold off on buying. I expect Disney’s share value to fall soon, but the company to remain a moneymaker.

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