Andy Serwer Commentary:
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Why you should avoid Visteon and Univision
At first blush, they look exciting ... but there are reasons to stay away; but not Oracle.

NEW YORK (CNNMoney.com) - Happy Friday, folks ...

ORACLE: Software giant announced it was laying off 2,000 workers. This is in the wake of buying Siebel Systems last year. Larry (the leader) Ellison over at the Emerald City in Redwood Shores, CA has done this before, cutting 5,000 jobs after buying Peoplesoft, a few years back. (Read in a California paper about one poor woman who was laid off from Peoplesoft after ORCL (Research) bought it. Then she got a job at Siebel, and yup, you guessed it, now she's being laid off again.) So what about ORCL the stock? Of course it was a high-flyer back in the day, but has traded in the low teens now for over three years. Stock isn't as crazy-expensive as it used to be, P/E in the low 20s. The big thing Oracle has going for it is that it has a huge installed customer base of its database software. That means a ca-ching cash flow for years to come. Give it a look-see.

VISTEON: Just reported fourth quarter net income of $1.34 billion or $10.25 a share. Whoa. WHOA! Is the same giant auto-parts company that is to Ford what Delphi is to GM? The same company in the major dog industry where all manner of companies have gone bankrupt? Why yes it is. So what gives? Well turns out that the profit includes a one-time gain of $1.8 billion from selling plants to back to former parent company Ford. A-ha! In other words, yes you did the quick math, Visteon actually had a loss. Now there are some other numbers involved, and it works out to be $138 million of red ink. VS (Research) went public in 2000, stock traded up to $20, it's now below $5. Be afraid. Be very afraid.

UNIVISION: Hola! The number one Latino broadcaster says it is available for purchase. Fastest growing segment of TV business---up 10.4 percent in 2005 for instance. Ah yes, the Hispanic market. It's huge and growing. One of those truisms we've been hearing for years. Well you know what: It's true! The U.S. is 12.6 percent Hispanic today and is expected to be nearly 18 percent in 2020. The problem is, none of this is lost on anyone. So Univision is an expensive stock. The other problem here is that many buyers are otherwise occupied. Viacom? Still sorting itself out. Time Warner. Ditto. Disney? Maybe. Most likely it would be a private equity firm. Bottom line: I don't see much upside. Adios...

Loose Change: Okay, so I finally went to Chipotle here in NYC, and yes, this place is happening. Line out the door, and all sorts of folks there, bike messengers and white collar. All young. Good demos! And the stock (Research) has held up pretty well since its spicy IPO.....Bad Album covers you sent it: Tripp says OU812 by Van Haggar, what a shame... Tech Weenie (gotta love that handle) votes for "Rock of the Westies" by Elton John as the worst. Steve Miller (no not THAT Steve Miller) says Spookytooth – "You Broke My Heart, So I busted Your Jaw" has to be a contender. Isabel reaches back to her childhood and her "very favourite band of all time - the Welsh band "Man", apparently huge in Wales and Germany in the 70s. Album name was "2oz of Plastic with a Hole in the middle". Colorado Pete nominates "Bodacious D.F." with Mart Balin (not necessarily bad, just different) and "I've got my own album to do" by Ron Woods.......Hey congrats to the Lady Terps for knocking off the Lady Tar Heels. Surprised me

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Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer. Morningstar: © 2018 Morningstar, Inc. All Rights Reserved. Factset: FactSet Research Systems Inc. 2018. All rights reserved. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2018 and/or its affiliates.

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer. Morningstar: © 2018 Morningstar, Inc. All Rights Reserved. Factset: FactSet Research Systems Inc. 2018. All rights reserved. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2018 and/or its affiliates.