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
Earnings report a couple of months ago was quite a negative surprise to the investment community so he took this opportunity to accumulate more. Net of cash, forward earnings form a multiple of 10 times. The company has intentions to be more full service enterprise wide.
TOP PICK
Cheap valuation. $30 billion on the books. Grow a little slower but it is a premium company. Well run. Global growth. Expecting it to turn into a dividend play in the next 6-9 months.
PAST TOP PICK
(A Top Pick March 4/10. Down 1499%.) Businesses they compete with are growing strongly. Start-up companies are growing incrementally, which hurts their growth rate. Also finding some difficulty with government contracts. Monitoring his holdings pretty closely because of his concerns.
COMMENT
Will be announcing earnings on Feb 9th.and if the numbers are not good, he may trade it out of his portfolio. Has been a disappointment for him. Very disappointing guidance in the last quarter.
HOLD
On the rebound. Starting to Grow again. A reasonable hold here. He thinks this quarter wont be that disappointing again. Cloud computing will put a damper on CSCO.
TOP PICK
Model price of $28.62, a 40% positive differential. A quality name. Announced they will be paying a dividend.
PAST TOP PICK
(A Top Pick Jan 15/10. Down 16.31%.)
WEAK BUY
Had some setbacks because business was not growing as fast.
COMMENT
Starting to look at this one. Premier company in technology selling at bargain rates. Leaning towards possibly buying but hasn’t decided whether it’s a forecast of things to come or a cheap stock.
STRONG BUY
Fell about 7%-8% on its numbers, mainly because of their guidance going forward. Expecting good growth in technology over the next several years. Made some very strong acquisitions. Screaming Buy at these levels.
PAST TOP PICK
(A Top Pick Jan 13/10. Down 20.7%.) Disappointing earnings release. Long term revenue expected to grow 12%-17% but 2011 will be lower, 9% to 12%. Still likes.
DON'T BUY
Networking is a space you want to look at because companies are spending. The trouble with this one is that they have a lot of government type business, which has constrained spending. Just reported a very poor quarter so estimates have dropped. Would prefer more pure plays such as Riverbed (RVBD-Q) or Aruba Networks (ARUN-Q).
DON'T BUY
Whereas most tech stocks are in an upward trend, this one is trending down and is not following seasonal patterns.
BUY
His view has not changed. They are the network provider for smart phones. All the US tech stocks are dirt-cheap. You have to be patient with this one. They had poor government contracts last quarter.
BUY
Whole technology space will do well. Got hit too hard when they announced that growth wouldn’t be as strong as it was. You can Buy this directly or through the ETF on technology (XLK-N).
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