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John Dalt

 
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  • Cisco Systems: Unwanted and Unloved [View article]
    anonymous-JohnD
    Thanks for reading and your comments.
    John Dalt
    Jun 9 01:46 PM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Vinhn-
    I fear you are right. I am looking at CSCO as a trade with value underpinnings. Thanks for reading and the comments.
    John Dalt
    Jun 2 08:44 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Dr. Barclay-
    Thank you for reading and comments.
    John Dalt
    Jun 2 08:42 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Krish7405-
    Couldn't the same thing be said about MSFT? If we look at CSCO as a maturing company, with a P/E to match, doesn't that justify a price at 9 or 10 times earnings? I am open to your comments. Perhaps technology changes and CSCO not developing new pipelines spells death in the future. Thanks for reading and the comments.
    John Dalt
    Jun 2 08:41 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Arge-
    I am watching for a double bottom. Today should be interesting. Thanks for reading and the comments.
    John Dalt
    Jun 2 08:38 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Kashifmasood-
    Sounds like a broken culture. Every CEO likes to hire his toys, and brag about their credentials. The real stars are the ones that see what others don't. What is the old saying? When everyone agrees on something, nobody is thinking. Thanks for reading and the comment.
    John Dalt
    Jun 1 08:45 AM | 1 Like Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Jimmy-
    Thanks for reading and the comment. I have a CSCO router for last two years. No problems, but I may be the anomaly. Many times unhappy customers are the most vocal.
    John Dalt
    Jun 1 08:43 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Joe Kelly-
    Thanks for reading and the comment. I can't disagree with you. I just thought the stock made an interesting case for a value buy on a trade. As usual, the success will probably be dictated by the overall market trend.
    John Dalt
    Jun 1 08:40 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    getshorty-
    Thanks for reading and the comment. You may be right. Where does the buyer recognize value of the parts on the balance sheet. I see the P/E as attractive. My thoughts were only for a trade.
    John Dalt
    Jun 1 08:39 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Cramer #1
    Looks like you have a tiger by the tail. I wanted to see a double bottom, but looks like I will have to wait. Watch your stops!
    John Dalt
    Jun 1 08:37 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Cramer #1
    Thanks for the comment. I was writing about a value play, but for a short term trade. I can't see the future for CSCO without a culture change. Can they transition?
    John Dalt
    Jun 1 08:35 AM | Likes Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Brad Reese-
    Thanks for the comment. I recognize what you say. My daughter is a "consultant" with a top firm. Right out of college.... I think it is a matter of time before Chambers leaves if they don't change.
    John Dalt
    Jun 1 08:33 AM | 1 Like Like |Link to Comment
  • Cisco Systems: Unwanted and Unloved [View article]
    Clay King-
    Thanks for the comment. I think it makes a nice trade. We will see.
    John Dalt
    Jun 1 08:31 AM | Likes Like |Link to Comment
More on CSCO by John Dalt
COMMENTS STATS
201 Comments
116 Likes