NASDAQ:CSCO
Cisco (CSCO)
95.72
-7.89 (7.62%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
489 watching
Financials 
Technical Analysis 0
DON'T BUY
Had a correction when they reported a recent quarter and management commented on a strong pull back in spending from state governments. Expect it to be soft for the next few quarters. Starting to look attractive but the areas they have to grow into have lower margins. Prefers Hewlett-Packard (HPQ-N).
electricalelectronic
PAST TOP PICK
(A Top Pick Dec 10/09. Down 19%.) Got creamed by its outlook. Good price and he likes it here. 39% of its market value is in cash.
Paul Harris, CFAOwned
electricalelectronic
COMMENT
Had bad news last week so he has a concern about what they are doing going forward. About 20% of sales are to different US governments where spending will be constrained. He’ll be holding until he sees if this is an industry wide issue or not.
Karl BergerOwned
electricalelectronic
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.
Don LatoOwned
electricalelectronic
COMMENT
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.
Gordon ReidOwned
electricalelectronic
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.
Barry SchwartzOwned
electricalelectronic
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.
Ian AinsworthOwned
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
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 LatoOwned
electricalelectronic
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.
electricalelectronic
TOP PICK
Great company. Will be paying a dividend. Trading at 12X future earnings.
Paul Harris, CFAOwned
electricalelectronic
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