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AAII Journal's Rotblut bullish on Oracle

"This is a nice, stable company trading at a discounted valuation, and they just had a pretty decent revenues report - they didn't knock the ball out of the park, however it was all very positive," Rotblut said. "The one fear in other words hard to price in [to Oracle's share price] is the threat from cloud computing and I don't think anyone can ignore that, yet Oracle is getting into cloud computing and some of those fears are priced in."

Further, Rotblut said that if Oracle can't expand its presence in cloud computing organically, he would expect the company and CEO Larry Ellison to go out and buy its way into a significant presence in the business.

More information: Marketwatch