Lost Money on Cisco: Why We're Not Worried [View article]
Thank you for taking the time to comment, and especially for your kind remarks.
The points you raise are excellent - to address them:
....certainly have thought of the Indian and Chinese situation - having done business in both countries for over many years... know firsthand how aggressive (esp. the Chinese) are...
If you click on the link that talks about the "problem" in the article, it references precisely the point you raise regarding infrastructures not growing as fast as end user devices and applications.
"Regarding competitor fundamentals"... spent some time speaking to a close friend that runs a company that is a CSCO competitor... tried repeatedly to get a negative word out of him about the company, the management, or the product... instead got an insight into the strategy of a brilliant company called Cisco with what this competitor called "the best management money can buy".
Lost Money on Cisco: Why We're Not Worried [View article]
Thank you for taking the time to comment
...will be praying for the shares to hit "10" - that's below equity - meaning the whole business as a going concern will be free... plenty of money to buy at 10...
rarely do 100 bln., top flight, market leading companies sell for equity or below - that would truly be a once in a life time event.
Lost Money on Cisco: Why We're Not Worried [View article]
Thank you for taking the time to comment
the key is to ALWAYS think for yourself - otherwise, don't worry to much about the unrealized loss, you'll get it back - time is best spent in studying the financials and quiet reflection - not following analysts...
Lost Money on Cisco: Why We're Not Worried [View article]
Thank you for taking the time to comment.
The disclosure is accurate.... do not personally own any shares, and do not plan to acquire any.
...not aware of a checkbox on SA when publishing that allows disclosure of purchases for others, or advising others, which is why this fact and intentions are disclosed is in the opening lines of the article...
Lost Money on Cisco: Why We're Not Worried [View article]
....the best returns are to be had by choosing well to begin with...
Fortunes are rarely made by "...regularly taking some profits...", and its related tax penalties.
Holding on to the right companies means regularly taking (as an owner) ongoing profits, vs. just "some" – the profit is in the company owned, not the stock sold.
Stocks should be sold when a) their long term prospects no longer look favorable b) they are radically overpriced, or c) the capital can be better used somewhere else.
…not convinced “taking profits” as a reason in itself, constitutes a sound justification upon which to sell - if the company is good, there is a significant margin of safety, it was purchased on a value basis, and the objective is to compound returns over the long run.
… there are different investment philosophies (not all equal), not all investors would be a good match for the particular philosophy put forward.
Lost Money on Cisco: Why We're Not Worried [View article]
Thank you for taking the time to comment.
Agree with your points… except:
Hope to not come across as “chart readers” – hopefully the other 2k+ words have something to add to the chart…. ;o)
Next time will skip any “chart” graphics – there were actually many graphics in the original article, for some reason SA edited them all out except that one… ;o)
… if you’re interested, you can view the unedited (by SA) article here:
Lost Money on Cisco: Why We're Not Worried [View article]
The points you raise are excellent - to address them:
....certainly have thought of the Indian and Chinese situation - having done business in both countries for over many years... know firsthand how aggressive (esp. the Chinese) are...
If you click on the link that talks about the "problem" in the article, it references precisely the point you raise regarding infrastructures not growing as fast as end user devices and applications.
to make it easier, here is the link again:
www.channelnewsasia.co...
"Regarding competitor fundamentals"... spent some time speaking to a close friend that runs a company that is a CSCO competitor... tried repeatedly to get a negative word out of him about the company, the management, or the product... instead got an insight into the strategy of a brilliant company called Cisco with what this competitor called "the best management money can buy".
Lost Money on Cisco: Why We're Not Worried [View article]
...will be praying for the shares to hit "10" - that's below equity - meaning the whole business as a going concern will be free... plenty of money to buy at 10...
rarely do 100 bln., top flight, market leading companies sell for equity or below - that would truly be a once in a life time event.
Lost Money on Cisco: Why We're Not Worried [View article]
the key is to ALWAYS think for yourself - otherwise, don't worry to much about the unrealized loss, you'll get it back - time is best spent in studying the financials and quiet reflection - not following analysts...
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
feel free to stay in touch.
Warm Regards,
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
on the soundness of investing in real estate, you might find this article of some use:
www.amvona.com/blog/ec...
Lost Money on Cisco: Why We're Not Worried [View article]
…valuable insight in ipv6
Warm Regards,
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
Warm Regards,
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
The disclosure is accurate.... do not personally own any shares, and do not plan to acquire any.
...not aware of a checkbox on SA when publishing that allows disclosure of purchases for others, or advising others, which is why this fact and intentions are disclosed is in the opening lines of the article...
not sure how the disclosure could be improved....
Lost Money on Cisco: Why We're Not Worried [View article]
Fortunes are rarely made by "...regularly taking some profits...", and its related tax penalties.
Holding on to the right companies means regularly taking (as an owner) ongoing profits, vs. just "some" – the profit is in the company owned, not the stock sold.
Stocks should be sold when a) their long term prospects no longer look favorable b) they are radically overpriced, or c) the capital can be better used somewhere else.
…not convinced “taking profits” as a reason in itself, constitutes a sound justification upon which to sell - if the company is good, there is a significant margin of safety, it was purchased on a value basis, and the objective is to compound returns over the long run.
… there are different investment philosophies (not all equal), not all investors would be a good match for the particular philosophy put forward.
Lost Money on Cisco: Why We're Not Worried [View article]
Extremely helpful/valuable information.
Again Thank You and feel free to stay in touch.
Warm Regards,
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
The point you make is a very good one – also mentioned in the CC.
Again thanks
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
do not have "clients" as such... do not receive any pay.
the only advice given was precisely what is stated in the second sentence of the article.
...have not lost one penny yet for investors, rather the annual returns are greater than 75%...
Since much of the advice and related rational are published online (with a date), it is easy to research the track record.
dollar cost averaging is appropriate for passive investors... hope article didn't come off as "passive" approach to investing.
is citing only recent price declines a sound basis upon which to make a "do not buy" conclusion?
Lost Money on Cisco: Why We're Not Worried [View article]
The points you make are very good.
…can not tell you “who” is buying, but one possible “why” is the information provided above in the article…
…perhaps you can expand on the $20.8 figure, would like to learn more…
Again Thank You and feel free to stay in touch.
… if you’re interested, you can view the unedited (by SA) article here:
www.amvona.com/blog/in...
Warm Regards,
Greg
Lost Money on Cisco: Why We're Not Worried [View article]
Agree with your points… except:
Hope to not come across as “chart readers” – hopefully the other 2k+ words have something to add to the chart…. ;o)
Next time will skip any “chart” graphics – there were actually many graphics in the original article, for some reason SA edited them all out except that one… ;o)
… if you’re interested, you can view the unedited (by SA) article here:
www.amvona.com/blog/in...
Greg