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brucemayers

brucemayers
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  • 3 Reasons Cisco Will Trade At $30 [View article]
    Assuming your target is correct, the next questing is the timing.
    Apr 18, 2013. 05:45 PM | Likes Like |Link to Comment
  • Xerox: A High Quality Stock At A Dirt Cheap Valuation [View article]
    I have owned XRX for a year plus at an average cost of 7. Sure looked cheap then and more so now with their '12 results counted in. I think your projection of PE is somewhat optimistic, but double digit PE and Price would not surprise me.
    Feb 8, 2013. 05:54 PM | 1 Like Like |Link to Comment
  • High-Quality Glaxo Could Still Have Something Left [View article]
    I own GSK, purchased about a month ago just under 42 for two reasons. Stock was beaten down not dissimilar to PFE in 2011-2 and the dividend yield and basics seemed pretty good to me. The potential appreciation kicker of a 10% convinced me. So we will see.
    Feb 8, 2013. 05:47 PM | 1 Like Like |Link to Comment
  • On A Buying Campaign, Cisco Acquires Cyber Threat Protection Startup Cognitive Security [View article]
    The logical explanation for this buying spree is the use of idle funds which would be heavily taxed if brought into the USA. They are using 65 cent $'s, clearly an economical way to put money to work. How they determine values is another story but it seems to be their strategy du jour.
    Jan 29, 2013. 07:12 PM | 3 Likes Like |Link to Comment
  • Zoetis, Pfizer's (PFE) spinoff of its animal health unit, sees an IPO offering price of $22 to $25 per share. The Company plans to sell 86.1M shares under the ticker, "ZTS." [View news story]
    When is spinoff expected and what would value per share of PFE be if priced in the anticipated range?
    Jan 17, 2013. 05:31 PM | Likes Like |Link to Comment
  • Xerox Is A Survivor Even Without Maestri [View article]
    The iimpending departure of XRX CFO tells me two things. He has no sense of loyalty,, nor has he had, noting two previous employers and one apparent future employer. He was self motivated for self improvement (not a personal negative) by making these changes as such positions ocurred...or he was previously let go for other unnamed reasons. All of that having been said I do not consider his departure to be a negative concern.
    Jan 13, 2013. 04:06 PM | 2 Likes Like |Link to Comment
  • What happened to T, VZ, GSK to name but a few omissions?
    Jan 8, 2013. 06:32 PM | 4 Likes Like |Link to Comment
  • "Oh, I've had enough," says Lloyd Blankfein, after being asked if he's had enough of being CEO of Goldman Sachs (GS). He quickly adds, however, he prefers it to sitting at home watching TV. "I think it's a very high likelihood, close to 100%, that the next leader of Goldman Sachs is at Goldman Sachs." [View news story]
    My retirement from GS in 1995 preceded the IPO as well as the ascendancy of Lloyd Blankfein. I am positiive he said Bye Bye to Jon Corzine when he succeeded him. I must admit that GS had its most profitable financial moments under the leadership of LB, although, I would argue that there was a palpable change in the culture of the firm during his time at the helm. The public perception of GS deteriorated markedly, generally, from the press coverage which would indict rather than affirm the GS methods often incorrectly.

    LB ranks high on the list of Wall Street leaders. Many fortunes were made, but at some perceived expense of not always doing the right thing.
    Dec 12, 2012. 03:24 PM | Likes Like |Link to Comment
  • Is Xerox A Value Or A Value Trap? [View article]
    XRX is up 10% from its low..when do you make up your mind?
    Dec 11, 2012. 07:35 PM | 1 Like Like |Link to Comment
  • Indian generic drugmaker Ranbaxy Laboratories (RBXLY.PK) says it will stop manufacturing atorvastatin, its version of Pfizer's (PFE +0.4%) cholesterol drug Lipitor, while it gets to the bottom of the cause of a recent recall. Earlier this month, the drug developer recalled certain lots of the drug after discovering contamination with tiny glass particles. [View news story]
    The fact that this generic is manufactured in India should be a red flag...beware
    Nov 30, 2012. 04:17 PM | Likes Like |Link to Comment
  • Indian generic drugmaker Ranbaxy Laboratories (RBXLY.PK) says it will stop manufacturing atorvastatin, its version of Pfizer's (PFE +0.4%) cholesterol drug Lipitor, while it gets to the bottom of the cause of a recent recall. Earlier this month, the drug developer recalled certain lots of the drug after discovering contamination with tiny glass particles. [View news story]
    The fact that it is manufactured in India should be a red flag to users.
    Nov 30, 2012. 04:16 PM | Likes Like |Link to Comment
  • Cisco Starts To Use Its Cash, And Thousands Cheer [View article]
    I think you are being prejudiced by personal experience and not considering the positive bias of the current data. BLM
    Nov 15, 2012. 12:42 PM | 3 Likes Like |Link to Comment
  • Cisco - Solid First Quarter Earnings Release Beats On Lowered Expectations [View article]
    I apreciate a well written concise article/valuation. Yours nicely filled the bill. Thank you. Owning CSCO has been an unrewarding experience for the past couple of years. Perhaps it will take a turn for the better in the eyes of the investor.
    Nov 14, 2012. 08:39 AM | Likes Like |Link to Comment
  • Cisco Now Historically Oversold Relative To Trading Range, P/E Below Industry Average [View article]
    Over sold, perhaps....Over hyped, apparently....Over the hill, I hope not
    Oct 31, 2012. 04:38 PM | Likes Like |Link to Comment
  • Why Cisco Shares Could Become The Next Tech Value Trap [View article]
    Trapped indeed, but a cheap stock never the less.
    Oct 25, 2012. 08:11 PM | Likes Like |Link to Comment
COMMENTS STATS
38 Comments
27 Likes