Is it ‘Take Profit’ Season for Oracle Corporation (ORCL)?

Insider Monkey2022-01-04

Distillate Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. Distillate Capital’s U.S. and International Fundamental ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2200145406?lang=zh_CN&edition=full","thumbnail":"https://s.yimg.com/uu/api/res/1.2/yfsd__VHyBC0g.TgO5DWRA--~B/aD01NzY7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/K1AJRK6clWBKqhBjQqz3xg--~B/aD01NzY7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/cfd93154b1544a0aa03cfff0da69cfcc","is_english":true,"pubTime":"2022-01-04 20:04","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2200145406","market":"us","top_or_hot":-1,"title":"Is it ‘Take Profit’ Season for Oracle Corporation (ORCL)?","media":"Insider Monkey","content":"<div>\n<p>Distillate Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. Distillate Capital’s U.S. and International Fundamental ...</p>\n\n<a href=\"https://finance.yahoo.com/news/profit-season-oracle-corporation-orcl-120455557.html\">网页链接</a>\n\n</div>\n","source":"yahoofinance","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>Is it ‘Take Profit’ Season for Oracle Corporation (ORCL)?</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\">\nIs it ‘Take Profit’ Season for Oracle Corporation (ORCL)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 20:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/profit-season-oracle-corporation-orcl-120455557.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Distillate Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. Distillate Capital’s U.S. and International Fundamental ...</p>\n\n<a href=\"https://finance.yahoo.com/news/profit-season-oracle-corporation-orcl-120455557.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"https://finance.yahoo.com/news/profit-season-oracle-corporation-orcl-120455557.html","article_id":"2200145406","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/yfsd__VHyBC0g.TgO5DWRA--~B/aD01NzY7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/K1AJRK6clWBKqhBjQqz3xg--~B/aD01NzY7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/cfd93154b1544a0aa03cfff0da69cfcc"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2200145406","pubTimestamp":1641297895,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Distillate Capital, an investment management firm, published its third-quarter 2021 investor letter ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4097":"系统软件","BK4538":"云计算","BK4528":"SaaS概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4516":"特朗普概念","ORCL":"甲骨文"},"translate_title":"对甲骨文公司(ORCL)来说，现在是“获利”季节吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORCL":1},"content_text":"Distillate Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. Distillate Capital’s U.S. and International Fundamental Stability & Value strategies returned -1.49% and -7.06% on a net of fees basis for the quarter, respectively. The U.S. portfolio lagged its S&P 500 benchmark by around 2.1% in the quarter, causing the year-to-date performance to trail that benchmark by around 2.2%. The international portfolio likewise lagged its benchmark, the iShares MSCI ACWI ex-US ETF, in the quarter, and year-to-date performance is trailing the benchmark by a more substantial 6.6% after outperformance of around 8.0% last year. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.\nDistillate Capital, in its Q3 2021 investor letter, mentioned Oracle Corporation (NASDAQ: ORCL) and discussed its stance on the firm. Oracle Corporation is an Austin, Texas-based computer software company with a $236.7 billion market capitalization. ORCL delivered a 37.04% return since the beginning of the year, while its 12-month returns are up by 37.66%. The stock closed at $88.65 per share on December 29, 2021.\nHere is what Distillate Capital has to say about Oracle Corporation  in its Q3 2021 investor letter:\n\n\"The largest exited positions were Oracle, which outperformed significantly, and Texas Instruments and Honeywell, which were roughly flat versus the market in the quarter but were edged out for inclusion by other stocks that became even more attractively valued.\"\n\n Photo by \nDavid Vives on \nUnsplash\nBased on our calculations, Oracle Corporation (NASDAQ: ORCL) was not able to clinch a spot in our list of the 30 Most Popular Stocks Among Hedge Funds. ORCL was in 56 hedge fund portfolios at the end of the third quarter of 2021, compared to 55 funds in the previous quarter. Oracle Corporation (NASDAQ: ORCL) delivered a -2.85% return in the past 3 months.\nIn December 2021, we also shared another hedge fund's views on ORCL in another article. You can find more than 100 investor letters from hedge funds and prominent investors on our hedge fund investor letters 2021 Q3 page.\nDisclosure: None. This article is originally published at Insider Monkey.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2200145406"}