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Anh Hoang

 
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  • Cisco: A Compelling Buy Now For Various Reasons [View article]
    True, it would be helpful if you can provide more details. Always be curious for more. Cisco has not been on my radar until now. I am not very interested in buying Cisco in 2009-2011 when the P/E was 24x, 15x and 16x.
    Sep 21 08:32 PM | Likes Like |Link to Comment
  • Cisco: A Compelling Buy Now For Various Reasons [View article]
    In investing, only time (around 5-10 years) can answer whether it's right or wrong. And there's no sure thing in investment. That is why investors need to diversify their portfolio basket in a sense. Buffett bought American Express at the valuation of $80 million, and saw it keep dropping for a year or so.
    Sep 21 01:23 PM | 1 Like Like |Link to Comment
  • Cisco: A Compelling Buy Now For Various Reasons [View article]
    Thanks for listing all bullish articles on Cisco, it's good to see it. For investors, CSCO should not be the only stock in the portfolio, investors should be diversified and hold stocks which they know with their confidence. Personally I am holding several small and mid caps which are mispriced and looking for some spin-off situations.
    Sep 21 12:17 PM | Likes Like |Link to Comment
  • Cisco: A Compelling Buy Now For Various Reasons [View article]
    Psychologically, everybody wants the stock to go up right after they buy it. But the majority of the time I bought stocks, it went down, then it rose back up significantly. It requires patience though. I am value investor myself so the time horizon is 3-5 years on average, unless the stock reaches its estimated intrinsic value.
    Sep 21 12:07 PM | 1 Like Like |Link to Comment
  • Cisco: A Compelling Buy Now For Various Reasons [View article]
    Those are calculated based on the reported numbers for the whole company, "The annualized growth in the same period of EPS and free cash flow per share are 11.5% and 11.8% respectively" ==> This is the per share growth figures.
    Sep 21 12:05 PM | Likes Like |Link to Comment
  • Cisco: A Compelling Buy Now For Various Reasons [View article]
    Congrats on your buy!. That is true, they are building up their intrinsic value over time.

    Timing is everything but it's quite hard to make the timing right. in the short-run, it might be volatile, but in the long-run, if Cisco keeps building up their real value, the stock price will eventually follow.

    And thanks for your kind words, Tony.
    Sep 21 11:11 AM | 1 Like Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Sure, it's all 'bout probabilities and odds. there is no sure thing in this world. As long as the odds are in our favors, we will be doing alright over the long run
    Sep 21 12:26 AM | Likes Like |Link to Comment
  • CVS: The Pharmacy To Buy For Constant Income And Potential Upside [View article]
    This article mainly focuses on pharmacy field, and I just compared several players in the field. Any investors should be having some level of diversification in different securities, different industries, unless he/she is so sure and knowledgeable in a certain business. CVS is just one of so many options. There are some other mispriced securities out there for investors as well.
    Sep 20 11:47 AM | Likes Like |Link to Comment
  • CVS: The Pharmacy To Buy For Constant Income And Potential Upside [View article]
    Agree with you that 1.4% is not high. But the chance to get the increasing dividend over time as well as the sustainability is quite high.
    WAG seems to be at the cheaper price, but only after a messy breakup with the pharmacy benefits ESRX. And true, let's wait and see.
    Sep 20 11:30 AM | Likes Like |Link to Comment
  • Buy Intel While Wall Street Isn't Hungry For Shares [View article]
    Agree with your bullish sentiment on INTC at the current price. Having comparable analysis in my recent article:
    http://seekingalpha.co...
    Sep 20 09:57 AM | 4 Likes Like |Link to Comment
  • Coca-Cola: Buy At Not So Pricey Valuation Now [View article]
    Agree... KO has been very successful in their great business models of selling concentrates to bottlers, creating greatest franchise in the world.
    Sep 20 09:54 AM | Likes Like |Link to Comment
  • Coca-Cola: Buy At Not So Pricey Valuation Now [View article]
    True, KO gives us good sleep at night.
    Sep 20 09:53 AM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    True, technology companies are wild animals. We never know for sure who will be the winner. INTC could be good in the portfolio, containing several other undervalued positions in other industries such as insurances, retails, manufacturing... including some spin-offs position if it's worthwile.

    Sep 20 09:52 AM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Sure. writing naked puts on great companies seems to provide good returns. Do you often write puts? and any specific warning/key issues for the beginners?
    Sep 20 09:49 AM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Heliskiier,

    True, Intel is having their Clover Trail trip for Android and Linux. Appreciate your upcoming points on AMD and Intel.
    Sep 19 10:03 PM | Likes Like |Link to Comment
COMMENTS STATS
84 Comments
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