Cisco (CSCO)

Re: Cisco (CSCO)

Postby winston » Thu Jan 21, 2016 8:03 am

not vested

Cisco Systems (CSCO)

Market Cap: $120 billion

Network communications giant Cisco Systems (CSCO) is off to an even worse start to the year than the Dow and S&P 500 (down 9%), already having lost 16% of its value in 2016.

That’s a little surprising for a few reasons.

Firstly, Cisco shares trade at insane, bargain-bin prices, plain and simple. CSCO trades at less than 10 times forward earnings, but when you factor in the $11.64 per share in cash Cisco has on hand, CSCO trades at a tiny forward P/E of 5.

That sort of multiple is low no matter how you slice it, but for a company as large and reliable as Cisco, it’s frankly absurd.

And although the year is young, I was surprised to see CSCO losing to the indices in 2016 simply because it is a reliable, large-cap dividend stock.

Investors are very clearly de-risking their portfolios — that means many will flock to fixed income, yes, but it also means people will shift money into blue-chip dividend stocks like CSCO.

That’s the other thing: Thanks to its pain, Cisco now boasts a 3.7% dividend, too.

Without a doubt, CSCO is one of the best stocks to buy in the market today.

Source: Investor Place
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Re: Cisco (CSCO)

Postby winston » Tue Feb 09, 2016 9:29 pm

The One Stock That Can Save the Market

By Jeff Clark

This earnings season has been a disaster.

One by one, Wall Street's darlings have stepped forward to announce their latest earnings results and provide their best guesses on how business looks for the rest of 2016. And, one by one, the darlings have gotten crushed.

Blue-chip companies like Intel (INTC) and American Express (AXP) saw their shares fall around 10% when their earnings results failed to impress investors a few weeks ago. Fast-growing stocks like LinkedIn (LNKD) and Tableau Software (DATA) fell 45% and 50%, respectively, last Friday when their results didn't meet analysts' expectations.

Even companies that performed well, beat expectations, and raised guidance for the future got dumped by investors after reporting earnings. Alphabet (GOOG), for example, has lost more than $100 per share – more than 10% – since announcing its better-than-expected earnings report. And Facebook (FB) – which surged 20% after a blowout earnings announcement – has given up nearly all of those gains since.

The rule of thumb for traders this earnings season has been to get out of the position before your stock reports earnings. It doesn't matter how good or bad the report turned out, the stock has gotten hit...

It's hard for the broad stock market to gain any ground in the face of that sort of selling pressure.

But the bulls have one last hope in the form of $115 billion technology giant Cisco (CSCO).

Cisco is the 800-pound gorilla in the technology sector. The company manufactures networking and communication devices. It makes the routers and switches that allow information to move through the Internet.

And it rules the market. Cisco owns 50% of the router market and 70% of the switch market. Its products are used by 85% of Fortune 500 companies. Chances are, if you're on the Internet, a Cisco product enabled you to get there.

Cisco makes money. It enjoys gross margins of more than 60% and profit margins of almost 20%. Business is growing in nearly all of its operating segments and across almost all of its geographic regions. It generates billions of dollars in cash flow, which it often uses to buy back its own stock. And at $23 per share, the company yields 3.6%.

Over the past few weeks, the stock has been falling. Worries of an economic slowdown and a tough stock market environment are putting selling pressure on the stock. Cisco shares are down more than 15% since the start of the year. And now, at less than 10 times earnings and at its lowest share price since October 2014, it seems that a poor earnings number is already factored into the stock price.

That opens up the possibility of an upside surprise when Cisco announces earnings after the market closes on Wednesday.

It doesn't matter if Cisco beats expectations or fails to even come close. All that matters is the market's reaction to the news. If shares continue to sell off from their already-depressed levels, we can forget about seeing any sort of sustainable rally in the stock market in the near term. If value investors don't step up to buy dirt-cheap blue-chip stocks once the risk of an earnings announcement is out of the way, then sellers will stay in control of the stock market.

On the other hand, if Cisco can rally on Thursday following its earnings announcement, it could change the tone of the market. That would be a sign that there are still buyers in this market for low-risk value stocks. And it could kick off at least a short-term rally in the broad stock market.

Source: Growth Stock Wire
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Re: Cisco (CSCO)

Postby winston » Tue Feb 09, 2016 9:29 pm

The One Stock That Can Save the Market

By Jeff Clark

This earnings season has been a disaster.

One by one, Wall Street's darlings have stepped forward to announce their latest earnings results and provide their best guesses on how business looks for the rest of 2016. And, one by one, the darlings have gotten crushed.

Blue-chip companies like Intel (INTC) and American Express (AXP) saw their shares fall around 10% when their earnings results failed to impress investors a few weeks ago. Fast-growing stocks like LinkedIn (LNKD) and Tableau Software (DATA) fell 45% and 50%, respectively, last Friday when their results didn't meet analysts' expectations.

Even companies that performed well, beat expectations, and raised guidance for the future got dumped by investors after reporting earnings. Alphabet (GOOG), for example, has lost more than $100 per share – more than 10% – since announcing its better-than-expected earnings report. And Facebook (FB) – which surged 20% after a blowout earnings announcement – has given up nearly all of those gains since.

The rule of thumb for traders this earnings season has been to get out of the position before your stock reports earnings. It doesn't matter how good or bad the report turned out, the stock has gotten hit...

It's hard for the broad stock market to gain any ground in the face of that sort of selling pressure.

But the bulls have one last hope in the form of $115 billion technology giant Cisco (CSCO).

Cisco is the 800-pound gorilla in the technology sector. The company manufactures networking and communication devices. It makes the routers and switches that allow information to move through the Internet.

And it rules the market. Cisco owns 50% of the router market and 70% of the switch market. Its products are used by 85% of Fortune 500 companies. Chances are, if you're on the Internet, a Cisco product enabled you to get there.

Cisco makes money. It enjoys gross margins of more than 60% and profit margins of almost 20%. Business is growing in nearly all of its operating segments and across almost all of its geographic regions. It generates billions of dollars in cash flow, which it often uses to buy back its own stock. And at $23 per share, the company yields 3.6%.

Over the past few weeks, the stock has been falling. Worries of an economic slowdown and a tough stock market environment are putting selling pressure on the stock. Cisco shares are down more than 15% since the start of the year. And now, at less than 10 times earnings and at its lowest share price since October 2014, it seems that a poor earnings number is already factored into the stock price.

That opens up the possibility of an upside surprise when Cisco announces earnings after the market closes on Wednesday.

It doesn't matter if Cisco beats expectations or fails to even come close. All that matters is the market's reaction to the news. If shares continue to sell off from their already-depressed levels, we can forget about seeing any sort of sustainable rally in the stock market in the near term. If value investors don't step up to buy dirt-cheap blue-chip stocks once the risk of an earnings announcement is out of the way, then sellers will stay in control of the stock market.

On the other hand, if Cisco can rally on Thursday following its earnings announcement, it could change the tone of the market. That would be a sign that there are still buyers in this market for low-risk value stocks. And it could kick off at least a short-term rally in the broad stock market.

Source: Growth Stock Wire
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Cisco (CSCO)

Postby winston » Thu Feb 11, 2016 7:53 am

Cisco beats profit estimates, adds $15 billion to buyback

BY ABHIRUP ROY

Revenue rose 2 percent to $11.8 billion, excluding revenue from the customer premises equipment portion of the service provider video connected devices business that was divested.


Source: Reuters

http://www.reuters.com/article/us-cisco ... nologyNews
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Re: Cisco (CSCO)

Postby winston » Thu Mar 17, 2016 1:17 pm

Blue Chips With Big Cash: #4, Cisco Systems, Inc. (CSCO)

Cash & Marketable Securities: ~$61 billion

Sheesh. Cisco Systems, Inc. (CSCO) may not be in the news much anymore, but it has over $61 billion in cash and $25 billion in debt.

Free cash flow is even more robust, generating about $11 billion annually without breaking a sweat.

Again, though, Cisco is disappointing when it comes to the dividends it doles out.

It’s not the yield — CSCO yields 3.7%, and with shares near multiyear highs — but at $4 billion in dividends paid out annually, it could lift the yield to 5% by boosting the dividend by about $2 billion per year.

That 5% number would make it a top option in perpetuity to retirement investors.

Source: Investor Place
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Re: Cisco (CSCO)

Postby winston » Sat Mar 26, 2016 10:19 pm

vested

Can Cisco Systems, Inc. (CSCO) Stock Keep Running Hot?

Cisco is fundamentally sound and has a delicious dividend

By Hilary Kramer

Source: Game Changers

http://investorplace.com/2016/03/can-cs ... vaZr_l96M8
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Re: Cisco (CSCO)

Postby winston » Fri Apr 22, 2016 9:21 pm

This Stock is a Great Buy Right Now

By Nick Lanyi


Technologists tell us we’re in the early stages of the third wave of the Internet: the Internet of Things (IoT).

It follows the first wave, in which people adopted the Internet through desktop computers, and the second wave, in which the world adopted use of the Internet through mobile devices, such as smartphones.

In this third wave, millions of people around the world are adopting apps, devices and systems that integrate the Internet with our day-to-day lives in new ways.

Within the next decade, every machine, vehicle and electronic device will incorporate features that connect to the Internet and make use of its advantages — including remote monitoring and control, data accumulation and retrieval, and automation of functions now done manually.

Some examples of IoT already in widespread use are Fitbits, credit-card-accepting parking meters and smart TVs.

Source: Street Authority

http://dailytradealert.com/2016/04/22/t ... right-now/
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Re: Cisco (CSCO)

Postby winston » Fri Jul 15, 2016 8:12 pm

Internet "plumber" Cisco reaches a fresh high... up 20%-plus in the last five months.
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Re: Cisco (CSCO)

Postby winston » Wed Jul 20, 2016 8:11 pm

THIS 'PICKS AND SHOVELS' BLUE CHIP IS BREAKING OUT

Today's chart looks at the soaring share price of one of the world's greatest "picks and shovels" businesses...

Regular readers know that one of our favorite investment strategies is investing in "picks and shovels" businesses. These companies benefit from sector and commodity booms.

They don't bet the company on one project... Instead, they sell vital goods and services to an entire industry.

Cisco (CSCO) is one of our favorite examples. It has been one of the ultimate "picks and shovels" investment plays of the Internet revolution.

Cisco sells routers and switches – the "plumbing" of the Internet. Tech companies like Google and Amazon depend on Cisco's products to run their businesses.

As you can see, Cisco's business model has treated shareholders well. The stock just hit a fresh 15-year high this week. As long as folks continue to use the Internet, Cisco's business should continue to thrive...

Source: Daily Wealth
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Re: Cisco (CSCO)

Postby winston » Fri Sep 23, 2016 9:48 am

not vested

Stocks That Should Be in Your Portfolio: Cisco Systems (CSCO)

An old-school technology favorite of ours is Cisco Systems, Inc. (NASDAQ:CSCO).

Like many in the space, Cisco has spent years reinventing its products to adapt to the changing technology market — something that has paid off with improvement to the company’s earnings results.

Revenues are barely inching higher, but CSCO’s expansion into the “Internet of Things” should increase the top line.

Technically, Cisco shares are preparing to move above their 2007 highs as they close in on $35. The technical picture has been gaining strength while CSCO continues to trade above its key trendlines — all of which are ascending. So there’s some bullish news.

Cisco shares have been the target of positive brokerage comments lately, meaning we are likely to see even more upgrades to build on the 57% buy recommendations currently held on the stock.

This, along with the strong technicals, puts a year-end target price of $35 on Cisco Systems by year’s end — a double-digit improvement.

Source: Investor Place
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