NASDAQ:CSCO

43.84
0.32 (0.74%)
Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley, that develops, manufactures and sells networking hardware, ...
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Analysis and Opinions about CSCO-Q

Signal
Opinion
Expert
HOLD
HOLD
December 6, 2019
This is a core position for him. They are comparable to MSFT, moving from a hardware to a software service company. They are a core supplier to autonomous driving and 5G deployment. A Top 10 holding and he has a target of $56.
Cisco (CSCO-Q)
December 6, 2019
This is a core position for him. They are comparable to MSFT, moving from a hardware to a software service company. They are a core supplier to autonomous driving and 5G deployment. A Top 10 holding and he has a target of $56.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$43.935
Owned
Yes
BUY
BUY
December 3, 2019
The 5G build-up A lot of money will be spent on 5G. Cisco will be one vendor for sure, but it's a competitive space. If Huawei is knocked out in North America, Cisco will benefit. Who knows what will happen?
Cisco (CSCO-Q)
December 3, 2019
The 5G build-up A lot of money will be spent on 5G. Cisco will be one vendor for sure, but it's a competitive space. If Huawei is knocked out in North America, Cisco will benefit. Who knows what will happen?
David Baskin
President, Baskin Wealth Management
Price
$44.280
Owned
Unknown
BUY
BUY
November 27, 2019
It's fallen a bit on the back of the Q2 earnings call, when tech spending had tailed off globally. You just have to be patient. This is an excellent entry point. It's also a 5G play, and the next few years will be good for Cisco.
Cisco (CSCO-Q)
November 27, 2019
It's fallen a bit on the back of the Q2 earnings call, when tech spending had tailed off globally. You just have to be patient. This is an excellent entry point. It's also a 5G play, and the next few years will be good for Cisco.
Gordon Reid
President, GoodReid Investment Counsel
Price
$45.240
Owned
Yes
WATCH
WATCH
November 22, 2019
He’s looked at it recently. It’s the fourth biggest component in its index and it has a good balance sheet. They’ve been spending a lot on buying back stocks. They are in a booming business, but they could lose sales in China. Cloud computing companies that use their components are increasingly trying to contain costs so there is price pressure. Cisco could start charging more in the service side. Hardware as a service could mean that revenues fall off suddenly during the transition which is why it’s trading here. Good dividend yield.
Cisco (CSCO-Q)
November 22, 2019
He’s looked at it recently. It’s the fourth biggest component in its index and it has a good balance sheet. They’ve been spending a lot on buying back stocks. They are in a booming business, but they could lose sales in China. Cloud computing companies that use their components are increasingly trying to contain costs so there is price pressure. Cisco could start charging more in the service side. Hardware as a service could mean that revenues fall off suddenly during the transition which is why it’s trading here. Good dividend yield.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$44.850
Owned
No
SELL
SELL
November 21, 2019
Missed sales against a slumping economic backdrop. Doesn't like the look of the chart. Below the 200-day moving average, which is not a great sign. Growth back into mid-single digits. Look at Microsoft instead.
Cisco (CSCO-Q)
November 21, 2019
Missed sales against a slumping economic backdrop. Doesn't like the look of the chart. Below the 200-day moving average, which is not a great sign. Growth back into mid-single digits. Look at Microsoft instead.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$44.840
Owned
No
TOP PICK
TOP PICK
November 13, 2019
Their earnings are being reported after the close today. It is a significant holding for them. It will play a big role in autonomous driving, which he feels is a massive opportunity going forward. Their PE is 18.4, which is very reasonable. It has a good yield as well with solid fundamentals. He sees over 40% upside over the next three years and has a one year price target of $55.65. Yield 2.88% (Analysts’ price target is $54.00)
Cisco (CSCO-Q)
November 13, 2019
Their earnings are being reported after the close today. It is a significant holding for them. It will play a big role in autonomous driving, which he feels is a massive opportunity going forward. Their PE is 18.4, which is very reasonable. It has a good yield as well with solid fundamentals. He sees over 40% upside over the next three years and has a one year price target of $55.65. Yield 2.88% (Analysts’ price target is $54.00)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$48.495
Owned
Yes
DON'T BUY
DON'T BUY
November 1, 2019
It's not cheap for its growth rate. He would prefer FANG stocks than Cisco at these levels.
Cisco (CSCO-Q)
November 1, 2019
It's not cheap for its growth rate. He would prefer FANG stocks than Cisco at these levels.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$47.030
Owned
Unknown
COMMENT
COMMENT
October 25, 2019
One of the beneficiaries of the Huawei anti-trust case. A company with sustainable dividend. If the US is successful in wrangling Chinese tech, it would benefit. If ZTE or Huawei were to come back, then it would be a challenge. They haven't proven to be very successful at acquiring companies. It is more of a dividend yielding story in tech. Look for a better entry point.
Cisco (CSCO-Q)
October 25, 2019
One of the beneficiaries of the Huawei anti-trust case. A company with sustainable dividend. If the US is successful in wrangling Chinese tech, it would benefit. If ZTE or Huawei were to come back, then it would be a challenge. They haven't proven to be very successful at acquiring companies. It is more of a dividend yielding story in tech. Look for a better entry point.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$46.900
Owned
_N/A
DON'T BUY
DON'T BUY
October 7, 2019
Qualcomm or Cisco? Qualcomm may be breaking its trendline; it's choppy and not for conservative investors. The chart is merely okay. Cisco has rolled over and has consolidated; it's rangebound. If Cisco breaks out of this range, it's very good. At least Qualcomm is in an uptrend, so he slightly favours it.
Cisco (CSCO-Q)
October 7, 2019
Qualcomm or Cisco? Qualcomm may be breaking its trendline; it's choppy and not for conservative investors. The chart is merely okay. Cisco has rolled over and has consolidated; it's rangebound. If Cisco breaks out of this range, it's very good. At least Qualcomm is in an uptrend, so he slightly favours it.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$47.770
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
October 1, 2019
Down $1.67 today. CSCO is in his top 10 and has been buying it all along. His target is $56.00, so there's still some room. You can buy a little now and a little when it's lower. Buy in thirds. Buy this in the $30's.
Cisco (CSCO-Q)
October 1, 2019
Down $1.67 today. CSCO is in his top 10 and has been buying it all along. His target is $56.00, so there's still some room. You can buy a little now and a little when it's lower. Buy in thirds. Buy this in the $30's.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$47.740
Owned
Yes
BUY
BUY
September 9, 2019
Globally into enterprise solutions. Standalone products, so you don't have to worry much about Huawei. They've adjusted to the cloud-based environment. Huge cash generator. Reasonable valuations. Cash on balance sheet. Buying back stock.
Cisco (CSCO-Q)
September 9, 2019
Globally into enterprise solutions. Standalone products, so you don't have to worry much about Huawei. They've adjusted to the cloud-based environment. Huge cash generator. Reasonable valuations. Cash on balance sheet. Buying back stock.
John Zechner
Chairman, J. Zechner & Assoc
Price
$48.580
Owned
Unknown
COMMENT
COMMENT
August 28, 2019

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.

Cisco (CSCO-Q)
August 28, 2019

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.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$46.870
Owned
_N/A
BUY WEAKNESS
BUY WEAKNESS
August 28, 2019
His target is $55.65. He has a 4.2% position. A nice stock to trade around -- buying in the low $40. It is not that expensive as the PEG is only 2.03.
Cisco (CSCO-Q)
August 28, 2019
His target is $55.65. He has a 4.2% position. A nice stock to trade around -- buying in the low $40. It is not that expensive as the PEG is only 2.03.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$46.870
Owned
Yes
TOP PICK
TOP PICK
August 22, 2019
It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)
Cisco (CSCO-Q)
August 22, 2019
It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)
Gordon Reid
President, GoodReid Investment Counsel
Price
$46.610
Owned
Yes
DON'T BUY
DON'T BUY
August 14, 2019
Long-term view They beat on their top and bottom line, but guidance was below the street's expectations. It trades at only 17x, which is not high enough for him. Fine to hold, but buy at a lower price. If China-US don't reach a deal, CSCO remains vulnerable.
Cisco (CSCO-Q)
August 14, 2019
Long-term view They beat on their top and bottom line, but guidance was below the street's expectations. It trades at only 17x, which is not high enough for him. Fine to hold, but buy at a lower price. If China-US don't reach a deal, CSCO remains vulnerable.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$50.610
Owned
Unknown
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