Cisco | StockChase
704
Cisco (CSCO-Q)

Last Price Recorded: $36.4500 on 2017-11-23

ON STOCKCHASE SINCE Oct 2000

high tech hardware & fibre optics

electrical/electronic

Cisco


Signal Opinion Expert
     

2017-11-22

BUY
Cisco (CSCO-Q)

When John Chambers was running this, it was a phenomenal growth story. Now it seems to be a US story plus, but is definitely not an aging growth story. Has a lot of cash and has become a dividend growth story. Feels it needs an acquisition, but has a very poor reputation in acquiring companies, integrating them and taking them forward. It will continue to benefit from the US government. It’s a company transitioning into a dividend paying, growth, mature tech company, and a longer growth story. Dividend yield of 3.2%.

electrical/electronic
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $36.450
Owned: Unknown

2017-11-10

DON'T BUY
Cisco (CSCO-Q)

This is in a sector that has a great many opportunities. If you want to have a good representation in your tech space, there are a lot of choices he would rank higher than this. They work very, very hard to reinvent themselves, and are doing a decent job. Trading at a fairly reasonable multiple. However, the growth of revenue and cash flow is not impressive.

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $33.990
Owned: Unknown

2017-10-26

TOP PICK
Cisco (CSCO-Q)

A cheap technology stock. Cheap from the point of view of P/E ratio, cash flow, and is nowhere near its all-time high. They make networking systems equipment. Their customers are all the telephone companies of the world, mostly Europe and North America. The numbers have been terrific lately. They lost some business to competitors, but have some new products out. Dividend yield of 3.38%. (Analysts’ price target is $36.) All 3 of his picks are below their all-time highs.

electrical/electronic
John Burke

CEO & CIO, Burke Financial Strategies

Price: $34.270
Owned: Yes

2017-10-23

PAST TOP PICK
Cisco (CSCO-Q)

(A Top Pick Nov 24/16. Up 19%.) He still loves this. One of the cheapest stocks in his portfolio. If you X out net cash, it is selling at 13X earnings with a 3%+ dividend. Dividend growth will continue at over 10% a year. #1 in the world in their 4 major businesses.

electrical/electronic
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $34.350
Owned: Yes

2017-10-18

HOLD
Cisco (CSCO-Q)

Since the market ticked up in February 2016 it has been a very steady rally. The leading group off the bottom was technology. Almost always, a group that leads off the bottom will continue in the course of the cyclical rally. This group continues to lead the market. Old tech is not expensive, it is like 14X earnings. They have great cash flow. This is not the best stock in the group, but if you own it continue to hold it.

electrical/electronic
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $33.550
Owned: Unknown

2017-10-13

COMMENT
Cisco (CSCO-Q)

This did very, very well when we had the big expansion of fibre globally. Since then, they really haven’t done a whole lot. Huawei has come out of China, and has become a very painful competitor for them. Basically, Cisco just serves the US and some other markets to a lesser degree. He sees it as a challenged story, and it has to figure out where the next growth path is. The 3.5% dividend is safe, but he doesn’t see a ton of upside here.

electrical/electronic
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $33.470
Owned: Unknown

2017-10-11

PARTIAL SELL
Cisco (CSCO-Q)

Got under-loved and underappreciated, and the P/E ratio got down sub 10 at some point. A great company and well-managed, and they have the ability to buy some of their competitors. Still not a great name for him and probably wouldn’t make it into his portfolio. If you own, consider trimming some of it back.

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $33.590
Owned: No

2017-10-06

HOLD
Cisco (CSCO-Q)

This still has a good core business. The router business is changing and they still own that. The way equipment has evolved, they’ve continued to grow, but not at the same rate. Margins are strong. Dividend yield of 3.4%.

electrical/electronic
John Zechner

Chairman, J. Zechner & Assoc

Price: $33.750
Owned: Unknown

2017-10-04

COMMENT
Cisco (CSCO-Q)

Trying to make the move from hardware to software. It has decent free cash flow, but is not growing fast enough, so would never make his list of “wanting to own”. They are going to struggle because there are bigger operators in that space. Instead of expecting huge growth and a huge multiple, his guess is that is it going to be more like a commoditized growth rate in the 5%-10% range, if that. If anybody overtakes them, they’re going to have to struggle to keep pace.

electrical/electronic
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $33.440
Owned: Unknown

2017-09-20

COMMENT
Cisco (CSCO-Q)

A solid technology company that is still run by its founder. These great companies, where you have a visionary founder that is still with a company, do very, very well. This company has had some short term disruptions with a couple of newer companies that are taking some of the higher end stuff, but this company dominates the Internet business, in the sense of the switches, etc., and has enough money to out-engineer anybody that wants to compete with them. It is like buying General Motors in 1955. They own the market and are going to own it for a long time yet.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $32.600
Owned: Unknown

2017-09-19

DON'T BUY
Cisco (CSCO-Q)

This probably hit its peak 15 or 20 years ago. It was one of the leaders in computer systems, switches and routers. Since then, it has struggled to find its place. It ran into stiff competition, and then fell behind. There have been resurgences from time to time, but it really hasn’t made any headway for many years. The stock has moved, but more on an emotional/sentiment basis.

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $32.490
Owned: No

2017-08-15

PAST TOP PICK
Cisco (CSCO-Q)

(A Top Pick May 13/16. Up 26.1%.) Has taken his profits. Looking at their business today, he is not sure exactly which direction they want to transition to. It gives a decent dividend yield. Doesn’t think you will go wrong buying at these prices.

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $32.090
Owned: No

2017-08-14

COMMENT
Cisco (CSCO-Q)

Finds it difficult to get positive about this. They have fantastic brands that are globally recognizable, but feels the deck has been unfairly stacked against them. Over time, there has been more of a movement towards software defined networking. Something that turns him off a little is that a lot of their customers have decided that instead of buying from Cisco, they are going to build the kit themselves. One of the biggest trends in IT going on right now is the customer deciding to become a capital goods producer.

electrical/electronic
David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $31.840
Owned: Unknown

2017-08-10

COMMENT
Cisco (CSCO-Q)

Facing some structural challenges with a couple of their businesses. They are trying to switch. When having conversations with clients, it’s not “do you want to buy some switches”, “do you want to buy some routers”, it’s “what are your issues and let’s see how we can solve them” and bundling it into more of a service type of contract. This goes to recurring revenues and higher margins, etc. Feels that concerns have eased over the last couple of years. Every year they keep executing on their strategy, and it is going to get better and better. As we go down the road, we’ll see a higher multiple on the stock.

electrical/electronic
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $31.000
Owned: Unknown

2017-08-02

HOLD
Cisco (CSCO-Q)

You might want to add if it pulls back a little. A pretty well positioned company if you consider the Internet of things and technology becoming more embedded in our everyday lives. The number of devices connected to the Internet could potentially exceed 25 billion to 50 billion over 5-10 year timeframe, and this company is really going to benefit from that.

electrical/electronic
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $31.520
Owned: Yes

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