NASDAQ:CSCO

Cisco (CSCO)

106.70
-0.27 (0.25%)
as of Sep 25, 2026, 8:00:00 pm Market Open.
489 watching
0
DON'T BUY
Had disappointing earnings. Focuses on a lot of government. Downtrend has formed a channel. Could go down to $14, which is the next support.
DON'T BUY
Ranks low in his US universe screen. Relatively negative outlook going forward. Has moved below all the support levels.
TOP PICK
Reported disappointing earnings last week. Miss didn’t come from enterprise ventures, but from government spending and on the consumer cable TV side. Risk/reward at this price is very good.
COMMENT
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.
TOP PICK
Everyone is saying Tech space is great, but CSCO came out and disagreed and it hit the stock price. Smart phones use 40 times the amount of data as a regular phone so telcos have to buy more equipment. Don’t bet on the horse, bet on the racetrack. Tech stocks have never been cheaper.
BUY
Capital spending since the tech bubble has really lagged depreciation. The installed base of routers and switches will have to be refreshed. Still growing at 8-10% per year.
TOP PICK
Great company, 7-8$ cash. Competitors are disappearing. Great products for enterprise and small business as well as telco. A 12x earnings is a reasonable multiple. Good margins. They will continue to do well.
PAST TOP PICK
(A Top Pick Oct 21/09. Down 4%.) Didn't go as expected despite an increase in earnings year-over-year. Great global presence. Cheap at 13X earnings and looking at 17%-20% earnings growth down the road. Still a Buy.
DON'T BUY
They have a lot of competition. It’s starting to recover after Aug earnings release. It will have a lot of trouble getting above $25.
DON'T BUY
In a group with a big tailwind but this one has been a laggard and earnings revisions are lower. Some smaller companies are giving it competition. Would prefer Riverbed Technology (RVBD-Q), which is performing extremely well as well as Aruba Networks (ARUN-Q).
COMMENT
Large-cap tech is an attractive space. Valuations have come down quite a bit. This one is a leader in the router and switch market. Benefits from increased Internet traffic in terms of video and data. Trades at about 12X forward earnings. This one is definitely on her watch list.
TOP PICK
Great company. Will be paying a dividend. Trading at 12X future earnings.
COMMENT
Trying to complete a head and shoulders bottom earlier this year but it failed and went down to lower lows. Probably looking at $20 base. Next low would be $17. (Compare with the NASDAQ for an overall view.)
STRONG BUY
Doing great. Long-term goals are to grow revenue 12%-17%. Absolute cash machine. $40 billion in cash. Producing about $10 billion free cash flow yearly. Looking to pay a 1%-2% dividend.
BUY
Not a powerhouse as routers aren’t as import and as they used to be in the whole equation but likes their positioning. Throwing off substantial amounts of cash every quarter. Trading at 12X earnings and is still growing.
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