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CSCO
Cisco Systems, Inc. - NASDAQ

4/25/2014, 4:27 AM ET
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  • Cisco Is A Long-Term Play
    Gemstone Equity Research Yesterday, 5:06 PM 3 Comments

    Summary

    • Cisco CEO, John Chambers, believes the Internet of Everything might be a $19 trillion opportunity.
    • Cisco beat the revenue and earnings estimates in the second quarter.
    • Ultimately, Cisco jumped into cloud computing and intends to invest $1 billion over the next two years.
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making
    Esekla Fri, Apr. 11 43 Comments

    Summary

    • Heartbleed affects as many as 81 Cisco devices.
    • In many ways, this vulnerability is even more dire for devices than it is for generic servers.
    • There appears to be no easy fix, massive recalls and/or legal action are likely.
  • Should Investors Continue To Expect Strong Dividend Increases From Cisco Systems?
    David Schauber, Jr. Thu, Apr. 10

    Summary

    • At 3.3%, the dividend yield of Cisco Systems is at its highest level ever.
    • The company's dividend has grown at double-digit rates each year since the company started paying dividends in 2011.
    • With dividends currently occupying less than one-third of free cash flows, along with low single-digit earnings per share growth on the horizon, substantial dividend increases should be able to continue.
  • Cisco - All Value And No Growth
    Alpha Strategist Fri, Apr. 4 13 Comments

    Summary

    • Cisco recently raised $8 billion in debt to refinance its previously outstanding debt at lower interest rates, pay off dividends and finance share buybacks.
    • The most recent blow to Cisco came from Spherix Inc., who sued the former for patent infringement.
    • Cisco has decided to invest $1 billion in cloud computing service that will put the company in direct competition with Amazon, Google, Microsoft, HP, IBM and VMware, among others.
  • High-Yielding Cisco Increases Dividend 12%, But Is It A Buy?
    Abba's Aces Fri, Apr. 4 12 Comments

    Summary

    • The increased dividend went ex-date on 01Apr14.
    • The stock is experiencing a bullish reverse head and shoulders pattern.
    • The stock is inexpensive based on next year's earnings.
  • Cisco Preps For Hybrid IT By Making Significant Changes To Its Channel Programs
    Zeus Kerravala Tue, Apr. 1 2 Comments

    Summary

    • Hybrid IT is changing the way vendors and resellers go to market.
    • CSCO announced major changes to its channel program at last week's Partner Summit.
    • The program changes shift CSCO partners from being product centric to service centric.
  • Why Cisco Is Ridiculously Underpriced
    Valuentum Tue, Apr. 1 19 Comments

    Summary

    • We think Cisco is fairly valued at $27 per share, representing over 20% upside from today's levels, based on our point fair value estimate.
    • The company’s free cash flow generation is simply astounding.
    • Cisco is certainly one for any investor's watch list, particularly considering the size of its dividend yield (3.4%).
  • Cisco And National Oilwell Varco Are 2 Names To Put On Your Radar
    Abba's Aces Mon, Mar. 31 14 Comments

    Summary

    • Both stocks are near overbought territory.
    • Both stocks are undervalued.
    • Both companies have great cash flow stories to keep increasing the dividend into the future.
  • Cisco's Head Is In The Clouds
    Bill Maurer Wed, Mar. 26 10 Comments

    Summary

    • Cisco is making a push into the cloud.
    • Move will not help declining revenues in the short term.
    • Investors should look at the name as a capital return story for now.
    • This low growth picture equals a low valuation for Cisco.
  • Value Hidden In Plain Sight: Top Dow Stocks - Cisco
    Shiv Kapoor Tue, Mar. 25 12 Comments

    Summary

    • Cisco trades at a fraction of its all time high. History tells us it was mis-priced then, is it mis-priced now?
    • We look at Cisco the company, as opposed to its price action, and consider whether it is a good company, trading at a fair price.
    • We consider Cisco's value to determine whether it is currently priced to deliver alpha.
  • Cisco: Too Little, Too Late?
    Quoth the Raven Tue, Mar. 25 11 Comments

    Summary

    • Cisco has recently decided to get into cloud services.
    • While they have plenty of hardware to help them, capex is expected to reach $2 bil in 2 years.
    • Cisco is splurging too much in shareholder payouts and capex already.
  • Cisco Systems: Moderate Growth In The Short-To-Medium Term
    IAEResearch Tue, Mar. 25 2 Comments

    Summary

    • Slow transition in the product mix is weighing on the margins.
    • The financial position of the company remains strong.
    • Moderate growth in the stock price in the short-medium term.
  • Cisco Reaches For The Sky With A Global Intercloud
    Zeus Kerravala Mon, Mar. 24 5 Comments

    Summary

    • Cisco to invest $1 billion in the next two years to power cloud.
    • Cloud can help Cisco become #1 IT vendor.
    • Partner centric approach should minimize channel conflict.
  • Is Cisco Abandoning Growth, No Longer A Tech Company?
    Wall Street Playbook Sun, Mar. 23 27 Comments

    Summary

    • Cisco sacrificing near-term margin for long-term growth was a good strategy.
    • Cisco has made no investments in hardware while Juniper has produced refreshed product line. But there's no future in hardware.
    • Patient investors can expect Cisco to trade north of $30 per share on the basis of long-term free-cash-flow growth and margin expansion.
  • Why Is Cisco A Sell Near Term?
    Mihir Mehta Fri, Mar. 21 9 Comments

    Summary

    • For the long-term, Cisco is a good buy. The current price provides an attractive entry-point for investors.
    • Though SDN could be seen as a threat to Cisco, it can be turned into a massive opportunity if the company can properly utilize its existing resources and expertise.
    • For investors with a short-term mindset, Cisco would not be a worthwhile investment because of its ongoing transition phase that will take time to be realized by the markets.
  • Why I'm Long Cisco Even After Barclays' Downgrade
    Nicholas Ward Thu, Mar. 20 21 Comments

    Summary

    • Even with the Barclays' downgrade, I still believe Cisco to be undervalued.
    • I believe income seeking investors can find a safe haven with Cisco's 3.5% yield.
    • Cisco's fundamentals are still strong although the company is experiencing negative earnings growth through this transitional period.
  • Cisco Should Be Upgraded, Not Downgraded
    Seeking Profits Wed, Mar. 19 11 Comments

    Summary

    • Barclays wrongly downgraded Cisco to equal weight with a $23 price target.
    • The dividend and buyback will support shares at current levels, and Cisco can return $50+ billion over 4 years.
    • There is evidence of a turnaround with stabilization at legacy units and growth in security, wireless, and cloud units.
    • Investors should buy now before the turnaround becomes self-evident and the good news is priced in.
  • 5 Reasons John Chambers Should Leave Cisco (And 3 Reasons He Should Stay)
    Lee Doyle Tue, Mar. 18 16 Comments

    Summary

    • Cisco needs new leadership to return to revenue growth and increase its stock price.
    • The company needs to reinvent itself as a software- and services-led company.
    • Cisco should deliver on a comprehensive vision to make the network easier to install and operate.
  • Cisco's Turnaround Is A Pipe Dream
    Ayush Singh Wed, Mar. 12 37 Comments

    Summary

    • Cisco’s business is in a transition phase, however the company’s buyback strategy will backfire.
    • Cisco has always tried to overshadow its poor performance by initiating buybacks and dividends.
    • Falling revenues across all segments is alarming.
    • Rather than spending another $8 billion buyback, Cisco should use cash in hand to expand its business.
    • In my opinion, Cisco is a sell.
CSCO vs. ETF Alternatives
Company Description

Cisco Systems Inc designs, manufactures, and sells Internet Protocol (IP) based networking and other products related to the communications and information technology (IT) industry.