Cisco Deserves A Place In Growth-Oriented Investor Portfolios

Summary

  • Cisco is a fundamentally strong stock whose revenue growth has languished behind leading NASDAQ peers.
  • Growth-oriented investors may have missed out on Cisco if they were only focused on revenue growth.
  • Cisco’s stock price outperformance over the last six months shows how growth-oriented investors can also benefit from companies in the proper framework.

Circuit board close up
Photo by robas/iStock Unreleased via Getty Images

Investment Thesis

Cisco (NASDAQ:CSCO) may not be a stock that receives much attention from growth-oriented investors. Yet CSCO’s stock price performance over the last six months shows there are benefits to consider such holdings in a price-action and momentum-based position-trading

This article was written by

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JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP.

He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks.

He focuses on identifying growth investing opportunities that present the most attractive risk/reward upside potential. His approach combines sharp price action analysis with fundamentals investing.

He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities.

He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play out.

The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations.

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Analyst’s Disclosure:I am/we are long CSCO, MSFT, AMZN, ZS, ZM. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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