NASDAQ:CSCO

Cisco (CSCO)

95.72
-7.89 (7.62%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
489 watching
0
BUY
US technology companies are having real problems. Trading at very cheap valuations. Perfect balance sheets and rising dividends but no one wants to buy them. If you think smart phones and tablets and a proliferation of broadband is going to happen, this is a space you want to be in.
DON'T BUY
Recently cited weakness at the state and local government level, which is their end market. There is an increase in competition.
SELL
Sold his holdings in the $17-$18 range. Had 3 quarters in succession where they disappointed. Tried to point to macro issues, but it was really a management issue.
COMMENT
Just sold the rest of his stocks today. Can see the business doing well in the near-term.
COMMENT
Earnings growth is really slowing down, but on a valuation basis it is looking as cheap as it ever has. Growth curve has come down an awful lot. Cloud computing is leaving them behind. They are restructuring. Doesn't feel there is very much downside in this stock but could continue to be dead money for a period of time. There are better names.
PAST TOP PICK
(A Top Pick Jan 19/11. Down 25.34%.) Still likes. Very cheap.
TOP PICK
$85 billion market cap and $25 billion in net cash. #1 globally in all its major businesses, which are growth businesses. Stumbled badly when they got into a lot of consumer businesses. In the process of extracting themselves from these businesses. Expect the stock will be double in the next 3 years.
COMMENT
This company will come back, but not very soon. It's a big ship that has to be turned around. Sold his holdings after the last earnings release. Too many quarters in a row of problems in different segments of the company.
PAST TOP PICK
(Top Pick Jun 24/10, Down 32.15%) He sold at $16 or $17. He found they kept on missing earnings numbers and growth prospects were disappearing. He miss-read that it was really an enterprise company.
DON'T BUY
Trading at a cheap valuation at 9.5X forward earnings. Chart shows a series of lower highs and lower lows. Expect they are losing market share as well.
DON'T BUY
Computer rotors and switches. Have not done very well. A lot of competition and they are losing share. Margins are going down. Have seen weakness in the state level spending in the US and they don't see this recovering soon. Cloud computing will be positive for them in the long term.
PAST TOP PICK
(A Top Pick Apr 29/10. Down 44.55%.) Sold at just under $20 in February.
SELL
Sell this and move into Intel (INTC-Q) or Microsoft (MSFT-Q) or hold? Going to companies with strong balance sheets, lots of cash and no debt is a good tactic. Intel is a good choice.
BUY ON WEAKNESS
Model Price $23.82, 56% upside potential. It is in his top 10 since March. Don’t be surprised to see it go to $13.70, and then buy more. There is pressure on management to do something.
DON'T BUY
Reported negative earnings and revenue growth 3 quarters in a row. Exited his positions a couple of months ago. Not only are some of their issues cyclical, but are also structural. Losing market to others.
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