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FBN's Shelby Seyrafi is starting coverage on Cisco (CSCO), Riverbed (RVBD), Polycom (PLCM), and...

FBN's Shelby Seyrafi is starting coverage on Cisco (CSCO), Riverbed (RVBD), Polycom (PLCM), and F5 (FFIV) with Outperform ratings. Seyrafi likes Cisco's dividend, low valuation, and massive free cash flow, thinks highly of F5 and Riverbed's dominant positions in fast-growing niches; and considers Polycom a "good pure play" for videoconferencing.
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Comments (2)
  • Spencer Knight
    , contributor
    Comments (420) | Send Message
    The price targets are low for an outperform rating; especially for ARUN, JNPR, and RVBD. I'm assuming Seyrafi took into account a possible right moving or downward market. I like the speculative play on CSCO, but there's a reason cash makes up about 1/3 of the stock price and with a less than 5% growth rate I don't see this changing soon...
    28 Sep 2011, 11:44 AM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (1117) | Send Message
    ARUN and JNPR were started at Sector Perform. That's probably the reason for the lower targets.
    28 Sep 2011, 11:55 AM Reply Like
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