Opinions
Paul Harris, CFA
Juniper Networks
JNPR-N
BUY
Aug 15, 2006
Prefers Cisco (CSCO-Q) which has a wide diversity of products. Also much cheaper on a valuation basis then Juniper. A well-run company with good technology. If you buy, you will find it is the more volatile stock. If you buy at these levels, you will probably do well.
$13.490
Stock price when the opinion was issued
electrical
electronic
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COMMENT
He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.
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Stockchase Research Editor: Michael O'Reilly JNPR is a steady producer of networking, router and cloud-computing equipment. In recent earnings its revenues were up 5% and earnings of $0.43 per share beat the market by $0.12. It trades at a forward 12 PE, a current 17 PE compared to a sector average of 21. It pays a solid dividend, backed by a 78% payout ratio. We would trade this with a $17 stop-loss, looking to achieve analyst targets near $25 -- 25% upside. Yield 4.07% (Analysts’ price target is $24.88)
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COMMENT
It got its groove back after struggling for years with weakness in China and recently with supply-chain disruption caused by Covid. They're turning things around--stabilizing their service-provider business and found new growth opportunities thanks to the 5G build-up and the demand for hardware support in cloud computing. Plus, they've made a series of software-as-a-service acquisitions which are lucrative. They reported late last month and reported mild top- and bottom-line beats but solid guidance for the current quarter. They have an analysts call Friday. Trades at 15x earnings and pays a 3.15% dividend, which should get it rolling, but it hasn't.
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PAST TOP PICK
(A Top Pick Nov 03/20, Up 41.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JNPR is progressing well. We now recommend trailing up the stop (from $17) to $26. If triggered this would all but guarantee a investment return over 29%, when including the previous recommendation to cover half.
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