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Steven Bauer
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My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula... More
My blog:
Investing Wisely
  • Cisco Systems, Inc. (CSCO) -- Bi-Monthly Update 0 comments
    Oct 1, 2013 10:34 AM | about stocks: CSCO, BRCD, RVBD, TIBX, INFN, EXTR, QLGC, ALVR, XXIA, ELX, ALLT, NTGR

    Cisco Systems, Inc. (CSCO) -- Bi-Monthly Update

    Cisco could well be topping after a nice recovery since mid 2011. Caution is Warranted. Having recently completed my weekly study of all my High Profile Technology / Computer Network Companies. This is a study that I enjoy very much and is a treat for me because I have so much time and experience in the study of Companies like (CSCO).

    My objective is to identify changing trends for my Forecasting Analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this Sector and Industry Group.

    This week's Commentary on - Cisco Systems, Inc. (CSCO) - covers all of my Indicators, both Fundamentally for Valuations and Technically for Momentum.

    A Special Note for Seniors & Retired Investors - Dividend Yield: 2.92%

    I believe you folks deserve much better service and investment direction and guidance that either Wall Street or the Brokerage Community is / has been providing. Being a retired Asset Manager / Financial Analyst is a joy for me to assist you and meet your investment - needs, goals and objective. Peace of Mind for you is my mission. Let me know when I can offer you support. Perhaps reading my support article will be of interest. Just Click - - > http://seekingalpha.com/instablog/121308-steven-bauer/2101922-income-investing-seniors-retirees-and-conservative-investors-deserve-better-service-as-well-as-profitable-direction-and-guidance

    Please connect with "My Focus Article." Just Click: http://seekingalpha.com/instablog/121308-steven-bauer/2057252-my-focus-article

    Important: Please Click and Read the following URL - - > http://seekingalpha.com/instablog/121308-steven-bauer/2134782-supportive-information-for-my-bi-monthly-update-articles

    Income Investors

    My Mission is to provide guidance and direction for conservatively providing consistent annual and superior profitable results for each Formal Recommendation I make to my Clients.

    The Difference Between You and the Pros: Clearly you should be profitable and making money by owning Cisco. Via my Emails, I have found that many Investors are struggling with other securities they are holding. I have offered direction to hundreds of Investors and can share with you why you are perhaps holding losing securities and provide a conservative and low risk remedy.

    - - -

    Forecast & Opinion from my Study / Analytics:

    Cisco Systems, Inc. and other Networking Companies are tracking well. Although (CSCO) is in a strong Rally it is always an excellent contributor to my Analytics. My Forecast for Cisco in 2010 was clearly on target. It was for a Pull-Back from the March highs of $26 and stuck with it all the way down to $14. - some fifteen months later. March 2010 was three and one half years ago and Cisco is just recently recovered back to $26. I hope you will read the above with an appreciation of just what Accurate Forecasting can do for you and your portfolio. Forecasting with my Methodology can be both profitable and save you heartache, in a Companies Bearish time frames. Think about that for perhaps better management of your portfolio in the future.

    Once again I must share that my Forecast is not as bright as you may think !

    If you own or are considering owning Networking Companies, the securities require "Selectivity" (see below peers list). Cisco Systems, Inc. is currently strong Technically (back to the highs of early 2010 mentioned above) but I have reservations about my Fundamental Valuations, therefore I have placed it on an Initial Bearish Forecast - "Warning."

    My Opinion is Hold with Strong Caution !

    Fundamentally, my Valuations remains relatively strong but are producing future declining projections. This coupled with an over-bought and over-valued General Stock Market does not make for a positive fundamental picture to investing into or to perhaps even hold.

    Technically, my Indicators are clearly breaking down. The recent large (near-term) pull-back is offering strong support for my Bearish "Warning." A re-bound rally was in the making and will occur - - the strength of which will be very important as to when I will advise Clients to "Take Profits - and - move to Holding-Cash." It is only currently slightly off its highs of $26 selling for $23. (PFE).

    I will personally and promptly reply to any serious investor's inquiry as to my very cautious position for (CSCO) !

    - - -

    A Twenty Year Perspective of Cisco Systems, Inc. (CSCO)

    It has NOT always been like you are being told by so many who do not take the time to do their homework and "Invest Wisely." Cisco Systems, Inc. (CSCO), like most all other quality Companies, has taken some big hits over the years.

    URL for (20-years of) (CSCO): http://stockcharts.com/h-sc/ui?s=CSCO&p=W&yr=20&mn=0&dy=0&id=p02768005019&a=311352737

    A Rather Unique Chart / Graphic on (CSCO)

    URL for this representation of (CSCO): http://stockcharts.com/h-sc/ui?s=CSCO&p=W&yr=1&mn=6&dy=0&id=p52942027713&a=311352733

    - - -

    Selectivity

    "Selectivity" is what I preach (along with Discipline and Patience) and is what separates the Average Investor and Mutual Funds from the profits that come with long-hours / hard work and "Selectivity."

    Here are a number of the Component Companies / Peers in the Telecom Equipment Industry Group that I focus on: CSCO, BRCD, RVBD, TIBX, INFN, EXTR, QLGC, ALVR, XXIA, ELX, ALLT, NTGR.

    A Word That Has Been Very Good to Both Me and My Clients

    The Word is "Confirmations." I started using this word or better-said "procedure" many years ago when I became dissatisfied by the results of some of my Investments.

    It has now become rather simple for me to be quite confident when Investing or making Formal Recommendations. Before taking any position I run through a "Check List" that has increased my percent of profitable investments from good to over 95%. It has also increased my profitability by over 5% (often much more) per transaction. It is very satisfying to me to share this when Investors ask about my professional fees for asset management services.

    If I can be of help just Email me. Serious Investors Only - Please!

    senorstevedrmx@yahoo.com

    Should you wish to read my latest article on the following Companies and ETFs - - Just Click on the Symbol. You will be taken (Linked) to my most current article as well at my last 20 articles on that Company or ETF. (It is an excellent way to gain insight into the accuracy of my Forecasts and Opinions). Just so you know you will have access to over 600 articles where I share my Analytics. In addition I have recently published all 500 of the S&P 500 Large-Cap component Companies. And, 200 of each of the S&P 400 Mid-Cap and S&P 600 Small-Cap component Companies. I stay quite busy doing my homework for my Clients.

    I hope you will find my "stuff" very well worth your Time and very Accurate.

    Thanks. . .

    AAPL, ABX, AMZN, BAC, C, CAT, CSCO, CVX, D, DIS, F, FB, GE, GOOG, HPQ, IBM, INTC, JNJ, JPM, KO, MSFT, PFE, SBUX, SLW, SO, T, VZ, WMT, XOM, GLD, SLV, UCO.

    Smile, Have Fun, "Investing Wisely,"

    Dr. Steve

    Stocks: CSCO, BRCD, RVBD, TIBX, INFN, EXTR, QLGC, ALVR, XXIA, ELX, ALLT, NTGR
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