In the case of ORCL we think now is a decent time to do some buying for the long-term, and, as such, will be adding the stock to our Growth Core at the end of trading today... We are not attempting to call the bottom, simply noting that ORCL's leadership position, strong balance sheet and proven management team means it will be a survivor... In fact, the company's long-term position will most likely be enhanced by the industry downturn, as many of its smaller competitors will struggle to keep their doors open... This will afford ORCL, with its deep pockets, the opportunity to gain market share...
