Cisco | StockChase
707
Cisco (CSCO-Q)

Last Price Recorded: $38.1500 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

high tech hardware & fibre optics

electrical/electronic
707
Cisco (CSCO-Q)

Last Price Recorded: $38.1500 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

high tech hardware & fibre optics

electrical/electronic

Cisco


Signal Opinion Expert
BUY
Cisco(CSCO-Q) 

December 13, 2017

(Market Call Minute.) The chart on this looks great and it is in the right theme. Capital spending will be the name of the game next year. This is one he would buy.

electrical/electronic

(Market Call Minute.) The chart on this looks great and it is in the right theme. Capital spending will be the name of the game next year. This is one he would buy.

electrical/electronic
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$38.150
Owned Owned
No

PAST TOP PICK
Cisco(CSCO-Q) 

December 6, 2017

(A Top Pick July 18/16. Up 31%.) Historically they’ve been very active in doing acquisitions, and have been buying up all sorts of different businesses. After seeing a meaningful double-digit return and at how many acquisitions they have done and their need to digest them, he wasn’t sure what direction they were heading in, so he locked in his profit. Still likes the name, but is out of it.

electrical/electronic

(A Top Pick July 18/16. Up 31%.) Historically they’ve been very active in doing acquisitions, and have been buying up all sorts of different businesses. After seeing a meaningful double-digit return and at how many acquisitions they have done and their need to digest them, he wasn’t sure what direction they were heading in, so he locked in his profit. Still likes the name, but is out of it.

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$37.410
Owned Owned
No

TOP PICK
Cisco(CSCO-Q) 

November 29, 2017

This business is probably a lot simpler than people think. They sell equipment that allows people to connect to the Internet. This can include routers and switches, and for the longest time this was their bread-and-butter. All of a sudden, we had the advent of software defined networks. Software was decoupled from hardware. Cisco sold them together, so they encountered some margin pressures. Now they have transitioned where you are starting to see some positive organic growth, focused on security. Looking forward, the Internet of things is a whole bunch of different devices connected to the Internet. That’s a lot of data flowing across the networks, which should benefit companies like this. Trading at 12X earnings. Dividend yield of 3%. (Analysts’ price target is $39.)

electrical/electronic

This business is probably a lot simpler than people think. They sell equipment that allows people to connect to the Internet. This can include routers and switches, and for the longest time this was their bread-and-butter. All of a sudden, we had the advent of software defined networks. Software was decoupled from hardware. Cisco sold them together, so they encountered some margin pressures. Now they have transitioned where you are starting to see some positive organic growth, focused on security. Looking forward, the Internet of things is a whole bunch of different devices connected to the Internet. That’s a lot of data flowing across the networks, which should benefit companies like this. Trading at 12X earnings. Dividend yield of 3%. (Analysts’ price target is $39.)

electrical/electronic
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$37.480
Owned Owned
Yes

BUY
Cisco(CSCO-Q) 

November 22, 2017

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

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...

PricePrice
$36.450
Owned Owned
Unknown

DON'T BUY
Cisco(CSCO-Q) 

November 10, 2017

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

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 ...

PricePrice
$33.990
Owned Owned
Unknown

TOP PICK
Cisco(CSCO-Q) 

October 26, 2017

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

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 Stra...

PricePrice
$34.270
Owned Owned
Yes

PAST TOP PICK
Cisco(CSCO-Q) 

October 23, 2017

(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

(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 Weal...

PricePrice
$34.350
Owned Owned
Yes

HOLD
Cisco(CSCO-Q) 

October 18, 2017

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

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 Ma...

PricePrice
$33.550
Owned Owned
Unknown

COMMENT
Cisco(CSCO-Q) 

October 13, 2017

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

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...

PricePrice
$33.470
Owned Owned
Unknown

PARTIAL SELL
Cisco(CSCO-Q) 

October 11, 2017

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

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 Manage...

PricePrice
$33.590
Owned Owned
No

HOLD
Cisco(CSCO-Q) 

October 6, 2017

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

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...

PricePrice
$33.750
Owned Owned
Unknown

COMMENT
Cisco(CSCO-Q) 

October 4, 2017

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

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 Internationa...

PricePrice
$33.440
Owned Owned
Unknown

COMMENT
Cisco(CSCO-Q) 

September 20, 2017

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

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 Gr...

PricePrice
$32.600
Owned Owned
Unknown

DON'T BUY
Cisco(CSCO-Q) 

September 19, 2017

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

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 ...

PricePrice
$32.490
Owned Owned
No

PAST TOP PICK
Cisco(CSCO-Q) 

August 15, 2017

(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

(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 Advisor...

PricePrice
$32.090
Owned Owned
No

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