NASDAQ:CSCO

Cisco (CSCO)

106.70
-0.27 (0.25%)
as of Sep 25, 2026, 8:00:00 pm Market Open.
489 watching
0
BUY
What one tech stock to buy? MSFT or Cisco. MSFT is the poster-child of the sofrware side with fantastic management and delivers logical guidance. Cisco he likes for supplying in the big 5G deployment. Just beat earnings.
TOP PICK
Big data hardware. For the next five years, Cisco expects $3.8 trillion to be spent only in hardware, and Cisco is a leader in this space. Cisco caters to processing and telecommunications, both sides of big data hardware. (Analysts’ price target is $53.57)
PAST TOP PICK
(A Top Pick Feb 28/18, Up 14%) Better than expected numbers for margins and guidance. Everyone was excited about that.
TOP PICK
They aren't actually affected by China-US trade war, which is unusual for a tech company. Developing some G5 products. If some companies are banned, Cisco could take market share away from Huawei. Their new business is growing, but they need to really push it, as some of their legacy businesses are slowing down. Yield is 2.82%. (Analysts’ price target is $53.57)
COMMENT
CSCO vs. PAYX. You can own both because they're not in the same industries. Both growing around the same rate. Stigma for Cisco is the hardware side. Its growth is coming from security and software. Paychex is chugging along, with HR, insurance, payroll deposits. Paychex gets to earn interest over the weekend in free money, so it's a cash cow. Whereas Cisco is a bit more cyclical.
BUY
He likes it. They had a good report recently. Valuation is solid. He finds all the early movers in tech are reasonably priced. This one has good price momentum and he likes it.
DON'T BUY
Every time it reaches its fair market value, that's it. It doesn't rise further. It also keep hitting strong resistance. It hasn't risen above its FMV in 20 years. Look at the cheaper Intel.
PAST TOP PICK
(A Top Pick Jan 12/18, Up 17%) Quietly going about its business. He still sees another 28% upside for it. He holds a lot of it and it is doing well.
WAIT
It is in a really good situation. It is not too hard to see it will have resistance at $50. This is a pretty bullish pattern. He would wait until above $50 on a weekly basis to know it is going to stick. He expects a break out from here.
DON'T BUY
He avoids hardware manufacturers, because there's too much competition and worries about trade issues in tech. There are more profits in software.
TOP PICK
Massive free cash flow generator. Raising dividends over 10% for the last ten years. An incredible company. Siting on $17 billion just in case. (Analysts’ price target is $51.15)
COMMENT
A super safe company. He used to own it, but doesn't see upside in it now. There's little money made in hardware, but much more in software. Cisco is a hardware platform. But CSCO is very strong, but beware of lack of growth in the future.
DON'T BUY
The crack down on Hauwei created winners and losers and he wish he had figured it out. He prefers a different horse.
HOLD
It's OK, as it hasn't had a giant breakdown. Closer-term support levels are holding. So far, so good. It's acting better than the market.
BUY
The company has done well re-inventing themselves. They added cloud assets and more relevant technology. He regrets missing their successful transformation.
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