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  • Why Cisco Is Ridiculously Underpriced [View article]
    Because banks are paying an effective interest rate of 0%.
    Apr 1 11:49 AM | 9 Likes Like |Link to Comment
  • Is Cisco Abandoning Growth, No Longer A Tech Company? [View article]
    I like the predicted CAGR in dividends except that unless something changes and we see some big top line growth, CSCO will run out of cash long before 2023.
    Mar 25 08:07 PM | Likes Like |Link to Comment
  • Is Cisco Abandoning Growth, No Longer A Tech Company? [View article]
    If I had $30 for every time someone said that CSCO's share price was going to $30...
    Mar 23 05:05 PM | 1 Like Like |Link to Comment
  • Cisco Should Be Upgraded, Not Downgraded [View article]
    I'm a long time CSCO hater and I agree that the Barclays downgrade is very late. I'm not sure a big turnaround is imminent but the shares are behaving like a bottoming stock for sure.

    I know I read somewhere that CSCO is not giving options to employees anymore (and maybe hasn't for a couple years) so the options overhang is going to start going away. I can't find where I read it but has anyone else hear/read this?
    Mar 19 11:10 AM | Likes Like |Link to Comment
  • Cisco's $8 Billion Debt Sale Bolsters U.S. Cash While Adding Value Through Share Buybacks [View article]
    Is it really a no-brainer? I'm only asking because I don't really understand this kind of financial engineering. It seems to add nothing (but debt) to the balance sheet and the company has a long history of ill-timed and poorly executed buybacks. I would love some more explanation, especially considering their history with buybacks and the fact that they continue to issue huge numbers of shares that executives then use to buy jets. I'm open to the idea that I don't understand how this benefits shareholders. It all seems like funny money to me and that perhaps the whole thing is a house of cards.
    Mar 1 12:08 PM | 1 Like Like |Link to Comment
  • Cisco Needs To Think Like Zuckerberg And Buy Ubiquiti Networks [View article]
    He did something right - he's got 52 million shares of a $4 Billion company that he built, unlike John Chambers who was simply in the right place at the right time. John Chambers will not be remembered as a great American businessman or CEO. He's been an administrator who has just given himself shameful raises for horrid performance. Robert Pera looks like he's a real company builder. Chambers doesn't know the first thing about that. I'd bet on Pera in that two horse race with similar resources behind them. Impressive guy from what I can tell. No way he sells his rocket ship to the dinosaur.
    Feb 28 02:23 AM | Likes Like |Link to Comment
  • Seadrill: Why This Stock Is Undervalued And Should Be Owned By Every Investor [View article]
    I've been in and out of SDRL several times - I just can't get my head around the numbers, especially the debt (in spite of the case you make). A 10.6% dividend portends trouble I would guess 98% of the time so I'm going to watch from the sidelines for now.
    Feb 17 03:49 PM | 2 Likes Like |Link to Comment
  • Cisco Q2 Earnings: In-line Quarter, In-line Guidance... Surprised? [View article]
    I've been the biggest CSCO detractor around but it held the $21.80 range the day after earnings on Thursday and then closed at $22.56 on Friday, both on big volume. That's the surprise, at least for me, and why I think your thesis of testing lower lows at $20 may be wrong. It should have already tested it in my opinion.
    Feb 17 02:07 PM | Likes Like |Link to Comment
  • Cisco Systems: A Good Opportunity To Buy? [View article]
    I'm right until I'm wrong. I've been attacked for similarly in the past but it's never on the merits of my arguments. Because someone is correct and the facts happen to be negative, doesn't make that person negative. I just can't believe the "it's cheap" or "it's undervalued" broken record. It's not.

    What makes you think there will be something called a "post transition." And maybe "post transition" is full blown collapse. To believe the words of John Chambers is to not have followed the company and its stock for 15 years like I have. It's the stock that got me interested in investing and after listening 40 or 50 earnings calls, I am amazed not only that John Chambers can use new buzzwords for failure every year, but people like you actually believe him. Do you have any idea how many "transitions" and turnarounds he's talked about over the past 10 or 12 years? Let's just say a lot and his record of success is not good.

    So when I start predicting terrible things for the company and its earnings and I'm wrong, feel free to call me out. You aren't going to get that chance anytime soon though.
    Feb 13 12:45 PM | 1 Like Like |Link to Comment
  • Cisco Systems: A Good Opportunity To Buy? [View article]
    Have you been following this company? I mean, have you been following it for more than a few quarters? Because if you have, there is no way that you can conclude that "the company has nothing to worry about in the long-term."

    The company has EVERYTHING to worry about in the long term - declining revenues, collapsing margins, smaller and more nimble competitors, commoditization of products, SDN, terrible management, and shrinking market share for starters. Seems like a laundry list of everything you do not want to have in a successful company/investment.

    Nothing to worry about? You must live in Colorado or Washington where pot is legal because you are smoking something (or John Chambers gave you a sip of his delusional Kool Aid).
    Feb 13 12:08 PM | 6 Likes Like |Link to Comment
  • I Bought Cisco On Its Earnings [View article]
    I would have waited until the next earnings miss or the one after that or the one after that.
    Feb 13 01:08 AM | 4 Likes Like |Link to Comment
  • Cisco's EPS guidance in-line, but orders remain under pressure [View news story]
    The position you begin building should be to stop listening to John Chambers and never trust anything he says.
    Feb 12 06:02 PM | 3 Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    How long have they owned that stake?
    Feb 12 03:46 AM | Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    I actually copied and pasted your words. So you are right, I didn't put them in your mouth, I stole them from your written words, just like Huwawei.
    Feb 12 03:43 AM | Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    You can talk about a "false accusation on security reason" but that fact that Chinese manufacturers have stolen their technology from US companies is not false. Huwawei has stolen EVERYTHING they sell. Ripped off. Pirated with the full support of the Chinese government. That's why they shouldn't be able to sell here.
    Feb 11 01:17 PM | 2 Likes Like |Link to Comment