Viewing Company Cisco | StockChase
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Compiling comments that experts make about stocks while on public TV.

Cisco Stock Symbol: CSCO-Q

Notes:high tech hardware & fibre optics

Last Price Recorded: $34.2500 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-18 HOLD David Burrows

Since the market ticked up in February 2016 it has been a very steady rally. The leading group off the bottom was technology. Almost always, a group that leads off the bottom will continue in the course of the cyclical rally. This group continues to lead the market. Old tech is not expensive, it is like 14X earnings. They have great cash flow. This is not the best stock in the group, but if you own it continue to hold it.


Price:
$33.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-10-13 COMMENT Darren Sissons

This did very, very well when we had the big expansion of fibre globally. Since then, they really haven’t done a whole lot. Huawei has come out of China, and has become a very painful competitor for them. Basically, Cisco just serves the US and some other markets to a lesser degree. He sees it as a challenged story, and it has to figure out where the next growth path is. The 3.5% dividend is safe, but he doesn’t see a ton of upside here.


Price:
$33.470
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-10-11 PARTIAL SELL Mike S. Newton, CIM FCSI

Got under-loved and underappreciated, and the P/E ratio got down sub 10 at some point. A great company and well-managed, and they have the ability to buy some of their competitors. Still not a great name for him and probably wouldn’t make it into his portfolio. If you own, consider trimming some of it back.


Price:
$33.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-10-06 HOLD John Zechner

This still has a good core business. The router business is changing and they still own that. The way equipment has evolved, they’ve continued to grow, but not at the same rate. Margins are strong. Dividend yield of 3.4%.


Price:
$33.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-04 COMMENT David Driscoll

Trying to make the move from hardware to software. It has decent free cash flow, but is not growing fast enough, so would never make his list of “wanting to own”. They are going to struggle because there are bigger operators in that space. Instead of expecting huge growth and a huge multiple, his guess is that is it going to be more like a commoditized growth rate in the 5%-10% range, if that. If anybody overtakes them, they’re going to have to struggle to keep pace.


Price:
$33.440
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2017-09-20 COMMENT Bruce Murray

A solid technology company that is still run by its founder. These great companies, where you have a visionary founder that is still with a company, do very, very well. This company has had some short term disruptions with a couple of newer companies that are taking some of the higher end stuff, but this company dominates the Internet business, in the sense of the switches, etc., and has enough money to out-engineer anybody that wants to compete with them. It is like buying General Motors in 1955. They own the market and are going to own it for a long time yet.


Price:
$32.600
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2017-09-19 DON'T BUY Gordon Reid

This probably hit its peak 15 or 20 years ago. It was one of the leaders in computer systems, switches and routers. Since then, it has struggled to find its place. It ran into stiff competition, and then fell behind. There have been resurgences from time to time, but it really hasn’t made any headway for many years. The stock has moved, but more on an emotional/sentiment basis.


Price:
$32.490
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-08-15 PAST TOP PICK Kash Pashootan

(A Top Pick May 13/16. Up 26.1%.) Has taken his profits. Looking at their business today, he is not sure exactly which direction they want to transition to. It gives a decent dividend yield. Doesn’t think you will go wrong buying at these prices.


Price:
$32.090
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-08-14 COMMENT David Fingold

Finds it difficult to get positive about this. They have fantastic brands that are globally recognizable, but feels the deck has been unfairly stacked against them. Over time, there has been more of a movement towards software defined networking. Something that turns him off a little is that a lot of their customers have decided that instead of buying from Cisco, they are going to build the kit themselves. One of the biggest trends in IT going on right now is the customer deciding to become a capital goods producer.


Price:
$31.840
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-10 COMMENT Jennifer Radman

Facing some structural challenges with a couple of their businesses. They are trying to switch. When having conversations with clients, it’s not “do you want to buy some switches”, “do you want to buy some routers”, it’s “what are your issues and let’s see how we can solve them” and bundling it into more of a service type of contract. This goes to recurring revenues and higher margins, etc. Feels that concerns have eased over the last couple of years. Every year they keep executing on their strategy, and it is going to get better and better. As we go down the road, we’ll see a higher multiple on the stock.


Price:
$31.000
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-02 HOLD Andy Nasr

You might want to add if it pulls back a little. A pretty well positioned company if you consider the Internet of things and technology becoming more embedded in our everyday lives. The number of devices connected to the Internet could potentially exceed 25 billion to 50 billion over 5-10 year timeframe, and this company is really going to benefit from that.


Price:
$31.520
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 BUY Alex Ruus

He likes this. As far as network deployment, they are still in the thick of things, central to everything that is going on. It had a slight correction after the last quarter after coming out with a fairly dour forecast.


Price:
$31.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-06-15 COMMENT Richard Croft

He likes this stock. Has used it in his pools in terms of selling Put options against it, because it is one of those stocks that is normally relatively stable. He would consider writing a Put option out to September/October. The bottom line is, he is not wildly bullish on the company, but thinks it is probably not going to go a lot lower.


Price:
$31.580
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Unknown
2017-06-09 COMMENT David Dietze

He likes this here. This is a case of old tech which, a generation ago, turned up their nose at dividends, but have now got religion in terms of turning cash back to the owners of the company. Their dividend growth rate over the last 5-7 years has been one of the strongest of any stock in the Dow. The bad news is that as the tech industry continues to evolve, some of the old switches, etc. they are selling to telcos, are not in the same kind of demand that they were. Given the current valuation and its dividend, this is a good bet.


Price:
$31.370
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-07 PAST TOP PICK Kash Pashootan

(A Top Pick March 17/16. Up 17%.) Sold this recently. They are still undergoing a move from the traditional business, which is still making money, but they have been very aggressive in making acquisitions.


Price:
$31.610
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
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