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Bill Maurer

 
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  • Cisco: This Could Be An Opportunity [View article]
    I think there will be a bounce, not sure if it will be as big as the MSFT one. As for how soon, you can read my past article on the subject - The Chambers Clock Has Started.
    Aug 15 03:55 PM | Likes Like |Link to Comment
  • Cisco: This Could Be An Opportunity [View article]
    Current estimate calls for 4.3% revenue growth in July-15 ending period, another 4.6% year after that.
    Aug 15 01:34 PM | Likes Like |Link to Comment
  • Cisco: This Could Be An Opportunity [View article]
    Well, IBM revenues are still declining and estimates don't have them starting to grow much again next year.

    Also get an extra 75 bps in yield with CSCO, which is a third more.
    Aug 15 01:04 PM | 1 Like Like |Link to Comment
  • Cisco: This Could Be An Opportunity [View article]
    Only issue is that most of that cash is outside the US. Without repatriation, the company would have to borrow against it to "use" that cash.
    Aug 15 01:02 PM | 1 Like Like |Link to Comment
  • Cisco: The New Dividend Leader? [View article]
    Yes, executive options and other things dilute the count.

    Buybacks are to offset those and hopefully reduce the count. How much the share count goes down can be used to measure effectiveness. Apple's buyback works well, while Cisco's was not working well until the past few quarters.
    Jul 14 07:14 PM | 1 Like Like |Link to Comment
  • Cisco: The New Dividend Leader? [View article]
    No, the company usually retires those shares so they can avoid paying dividends on them.
    Jul 14 05:59 PM | Likes Like |Link to Comment
  • Cisco: The New Dividend Leader? [View article]
    I did mention that the buyback's effectiveness has been criticized. Also, in recent quarters, the larger buyback has gotten the share count down.
    Jul 9 11:13 AM | Likes Like |Link to Comment
  • Cisco: The New Dividend Leader? [View article]
    Article was about capital returns, not profitability. A link was provided to the turnaround article which details business results if you like. As for the payout ratio, numbers were provided for dividend payouts and links to filings for an expanded look at the financials.
    Jul 9 09:33 AM | Likes Like |Link to Comment
  • Cisco: The Chambers Clock Is Starting [View article]
    The link I had above about the rumors of Chambers departure has info on that. But if you look at the income statement, restructuring expenses are up a bit this year, to levels we have not seen in a couple of years.
    Jun 12 03:02 PM | Likes Like |Link to Comment
  • Cisco: The Chambers Clock Is Starting [View article]
    Everyone wants Chambers to go, and look what happened with Ballmer.
    Jun 12 09:14 AM | 1 Like Like |Link to Comment
  • Cisco: A Turnaround Sooner Than Expected [View article]
    I figured you would come in with something negative about Cisco, too predictable my friend!

    Is any one person that valuable to the company?
    May 20 05:25 PM | 3 Likes Like |Link to Comment
  • Cisco: A Turnaround Sooner Than Expected [View article]
    The buyback has been stepped up this year. More buybacks in first 9 months of this year than past 2 years combined. Also a 3% plus yield that was nonexistent just over 3 years ago.
    May 20 11:55 AM | Likes Like |Link to Comment
  • Cisco: Long-Term Investors May Want Bad News [View article]
    Actually, I think you are wrong. Since their SEC filings say "Cisco Systems, Inc.", that's what everyone goes by.
    May 6 09:31 AM | Likes Like |Link to Comment
  • Cisco's Head Is In The Clouds [View article]
    I didn't criticize Cisco for making this move at all. I just said it won't move the needle in the short term, and that's bad since revenues are declining. My poin is that until revenues start to turn, you have to look at the company only for its capital returns.
    Mar 26 12:55 PM | Likes Like |Link to Comment
  • Cisco: The Status Quo Has Changed [View article]
    Yes, the 6-month is going to be higher because the Q1 was so much higher this year. But it still came down in Q2, and that is important.

    Cisco's overseas money can be used for other things, like acquisitions.

    And Apple has the most money overseas right now, but yet Google is valued much more on an EV.
    Feb 18 04:01 PM | 1 Like Like |Link to Comment
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