Figuring out when and how a company’s earnings are going to change before anybody else does is hard to do, and it’s time consuming. But, man, does it pay off.   Read More

Easy come, easy go, I suppose, when it comes to Oracle.  The company barely had enough time to finish that first glass of champagne, celebrating a great fourth quarter when gloomy guidance cut the party short.   Read More

Oracle ended 2007 as the software stock pick of the year for a few key analysts on the Street for 2008, and today we'll get a good idea as to whether those optimistic outlooks are still justified. Just about everyone I've talked to expects Oracle to beat expectations, so it doesn't seem like a question of "if," but instead, "by how much."   Read More