Today, Gordon Reid commented about whether MDLZ-Q, HXL-N, ABBV-N, FDX-N, UPS-N, RTX-N, DIS-N, URI-N, UAUA-Q, CVS-N, JPM-N, CSCO-Q, ZM-Q, BDX-N, GOOG-Q, V-N, MSFT-Q are stocks to buy or sell.
One of the most expensive stocks at price to revenue, so this is a red flag. Gives him pause. How much future success is already built into the price? An alternative is Cisco, with their add-on to access what Zoom does. CSCO is stable, with a reasonable valuation. Companies eventually will need to invest in switching and routers, and this will come straight Cisco's way.