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cubanpete

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  • Team Alpha Portfolios: Dumping Cisco As It Continues To Lag [View article]
    Great article and great discussion. Totally independently, I have closed out 80% of my Cisco positions (keeping a few shares in the retirement account) at the end of last week as I believe also that there are better places to put my money. As I have mentioned previously, I am fed up with management and the fact that there are endless discussions of "will it or won't it" on this and many other investor forums (while the stock languishes) is an indication of the overall malaise of uncertainty that permeates this company. Will be looking to the wise heads in this column for suggestions on where to invest the cash I have taken out of Cisco.
    Jan 6, 2014. 05:16 PM | 3 Likes Like |Link to Comment
  • Sell Cisco And Buy Nokia [View article]
    Many years ago I was given advice by a man who handicapped horse races and made a good living out of it. The secret of his success was a broad and deep knowledge of bloodlines and racing form--the result of constant and diligent research. What he told me was that whenever he felt that determining the potential winner of a race was too difficult to call based on form, he would "bet the jockey" not the horse. I am long on Cisco but to me, a far less sophisticated investor than all of you writing here, going into 2014 I no longer feel confident in Mr, Chambers' leadership. I have stuck with him for a decade now, but will be unloading my position in Cisco at a loss and find a better place to put my money. Microsoft is finally pushing Mr. Ballmer out to pasture and I hope that Cisco comes to its senses and does the same with Mr. Chambers. Investing is not horse racing, but management is one of my key criteria in deciding what to sell and buy. I wish everyone a profitable and happy 2014.
    Dec 31, 2013. 10:34 AM | 2 Likes Like |Link to Comment
  • Cisco's Acquisition Of BlackBerry: To Be Or Not To Be? [View article]
    Hmmm. All good points and interesting arguments. Seems to me, that the real question is the value of the Blackberry brand. How much damage has it inflicted upon itself and to what extent has this sucked out all the intangibles (loyalty, technology trustworthiness etc.) that commanded such a loyal (mostly enterprise but some consumer) user base. Interbrand's annual ranking of top global brands demonstrates how the power of a brand franchise adds financial benefits, and conversely, how loss of credibility detracts from this. All the companies mentioned as potential buyers could probably have the finances and technological know-how to take on the challenge of resurrecting Blackberry in some form or another, but if the brand itself has suffered irreparable damage then I submit it would be an unwise investment of financial resources. I suspect that opportunistic picking over of the company carcass for bargain prices on existing patents etc. is the only scenario that makes sense.
    Oct 14, 2013. 09:50 AM | 1 Like Like |Link to Comment
  • The Best Way To Invest In This $50 Billion Tech Trend [View article]
    As a (very) amateur investor it is articles like these, which clearly define the value propositions and the potential market shifts that will accompany them, which are enormously helpful. My operating principle in investing my carefully hoarded dollars is that if I cannot understand it I shouldn't buy it. This article makes it clear that I should stick with my CSCO position, start to follow BRCM and VMW, and rethink my current strategies in the telcom market. Many thanks for an informative and well-written article.
    Oct 3, 2013. 09:16 AM | 3 Likes Like |Link to Comment
  • This Company Could Pay An Enormous Dividend [View article]
    When it comes to investing knowledge and insights, I position myself as strictly at the beginning of an apprenticeship. That said, in my innocence my comment on Cisco (whose shares I have owned since 1999) is whether current management has earned the confidence of the investing community on both strategic and value added parameters. I cannot help but think that in other companies, Chambers would be long gone as none of his "investments" seem to have done much for the overall value of the company. And, as others have commented, having so much of this wonderful pile of cash sitting overseas (where it is worth a lot less if it were to find itself back in the U.S. where the taxman waiteth) is a great talking and sell point, but doesn't seem to have much leverage beyond this. I will continue to avidly read this string as I find the debate and dialogue on Cisco enlightening. Many thanks.
    Jun 19, 2012. 11:50 PM | 1 Like Like |Link to Comment
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