Jim Cramer on Oracle Corporation (ORCL): “I believe this stock will have you playing the waiting game for a while.
Jim Cramer shared his take on Oracle Corporation (ORCL), cautioning investors to be patient. “I think you’ll be biding time in the stock,” Cramer said, signaling that while Oracle is a solid company, the near-term performance may not offer significant upside.
Cramer noted that Oracle’s long-term potential remains intact, but current conditions could lead to slower growth in the short run. “It’s a good business with strong fundamentals, but you might not see explosive gains right away,” he explained.
Investors may want to hold the stock and wait for a better entry point or stronger catalysts before expecting meaningful moves. While Oracle’s push into cloud services is promising, Cramer suggested monitoring broader market conditions and company updates before making any big moves.
We recently put together a list of 12 stocks that are currently on Jim Cramer’s radar. In this article, we’ll break down where Oracle Corporation (NYSE: ORCL) stands compared to the other stocks on the list.
On Monday’s episode of Mad Money, Jim Cramer shared his take on how the market reacted to former President Trump’s tariff announcement. Cramer reminded viewers that Trump had long promised to impose tariffs on several countries, including China, during his campaign. He was surprised that many seemed caught off guard, considering how vocal Trump had been about his trade stance.
Cramer did, however, point out one aspect of the tariffs that caught him off guard in a more unexpected way. While he had anticipated that China would bear the brunt of the tariffs, he thought Canada would be relatively spared due to its historically strong relationship with the U.S. The 25% duty on Canadian goods surprised him, especially since there wasn’t a major border issue involving fentanyl or illegal migration with Canada.
Shifting focus to Mexico, Cramer highlighted Claudia Sheinbaum, the country’s president, for her sharp understanding of the situation. According to Cramer, Sheinbaum recognized early on that Trump was determined to change the rules. She knew Trump had the leverage in negotiations, and with his goals of reducing illegal immigration and fentanyl trafficking, she was prepared to adjust and work with him to avoid a trade conflict.
“I think the Chinese will see that 10% tariff rise if they keep pushing back,” Cramer said. “The president hinted there could be some good news with China when I interviewed him after the election. I’m not sure why he took it easy on China, but it’s possible he’s trying to extend an olive branch—at least initially.”
By starting with a lower tariff, Cramer explained, Trump left himself plenty of room to negotiate later. If he had jumped straight to a 25% tariff, he wouldn’t have had the same flexibility. Now, with a softer opening, China likely recognizes that it’s getting a better deal than expected.
Our Process
For this article, we analyzed the 12 stocks Cramer discussed during the February 3 episode of Mad Money. We ranked them based on hedge fund sentiment during the third quarter, using data from 900 hedge funds.
Why focus on stocks that hedge funds favor? Simple: our research shows that tracking top hedge fund picks can lead to outsized returns. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter. Since May 2014, this approach has delivered a 275% return, outperforming the market by 150 percentage points.
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