NASDAQ:CSCO

49.07
0.27 (0.54%)
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
DON'T BUY
DON'T BUY
January 14, 2020
They're transitioning from computer hardware to services with a recurring revenue stream model. Has never owned this or hardware stocks. True, they lead in networking, but are losing market share. Their transition will take time.
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Cisco (CSCO-Q)
January 14, 2020
They're transitioning from computer hardware to services with a recurring revenue stream model. Has never owned this or hardware stocks. True, they lead in networking, but are losing market share. Their transition will take time.
TOP PICK
TOP PICK
January 10, 2020
He calls this old tech. They have done exceptionally well and has a model price of $70.00. Yield 2.96% (Analysts’ price target is $51.26)
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Cisco (CSCO-Q)
January 10, 2020
He calls this old tech. They have done exceptionally well and has a model price of $70.00. Yield 2.96% (Analysts’ price target is $51.26)
BUY
BUY
January 9, 2020
It is a secular growth trend. It had been doing very well until two quarters ago. It is balancing now. They arrested the loss of business to another cloud provider. It is a core holding for her. (Analysts’ price target is $51.00)
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Cisco (CSCO-Q)
January 9, 2020
It is a secular growth trend. It had been doing very well until two quarters ago. It is balancing now. They arrested the loss of business to another cloud provider. It is a core holding for her. (Analysts’ price target is $51.00)
WEAK BUY
WEAK BUY
January 8, 2020

A cheap stock. They control the router market and have made massive acquisitions in recent years--two good things they do. But growth is slowing. They create lots of free cash flow and will raise their dividend. But MSFT offers better growth; CSCO will be a modest grower. Overall, fine.

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Cisco (CSCO-Q)
January 8, 2020

A cheap stock. They control the router market and have made massive acquisitions in recent years--two good things they do. But growth is slowing. They create lots of free cash flow and will raise their dividend. But MSFT offers better growth; CSCO will be a modest grower. Overall, fine.

DON'T BUY
DON'T BUY
January 7, 2020
Has performed weakly next to Microsoft and other peers. It's a staid, mature tech company that lacks the appeal of its peers. Look at it if it breaks above $50. Otherwise, don't buy.
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Cisco (CSCO-Q)
January 7, 2020
Has performed weakly next to Microsoft and other peers. It's a staid, mature tech company that lacks the appeal of its peers. Look at it if it breaks above $50. Otherwise, don't buy.
HOLD
HOLD
December 20, 2019
He owns this. The company has fallen on harder times as buyers have slowed on hardware sales. They will be active in 5G, which should be positive longer term. He feels the company has redefined itself from being known for routers into much more. He will continue to hold it.
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Cisco (CSCO-Q)
December 20, 2019
He owns this. The company has fallen on harder times as buyers have slowed on hardware sales. They will be active in 5G, which should be positive longer term. He feels the company has redefined itself from being known for routers into much more. He will continue to hold it.
BUY
BUY
December 18, 2019

Fantastic entry point now for a great tech company. Growth and dividend growth are here. He also owns Microsoft, well-positioned and will grow, but not cheap now.

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Cisco (CSCO-Q)
December 18, 2019

Fantastic entry point now for a great tech company. Growth and dividend growth are here. He also owns Microsoft, well-positioned and will grow, but not cheap now.

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.

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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.

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?
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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?
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.
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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.
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.
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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.
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.
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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.
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)
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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)
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.
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Cisco (CSCO-Q)
November 1, 2019
It's not cheap for its growth rate. He would prefer FANG stocks than Cisco at these levels.
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.
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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.
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