Cisco Systems

Cisco Systems Inc.: Lessons In Valuation

Introduction Cisco Systems (CSCO) reported fiscal Q1 earnings and offered what many consider to be downbeat quarterly revenue guidance.  As a result, Cisco stock was down as much as 9.2% at one point and is currently down about 8%.  In this video I will illustrate how Cisco’s revenue guidance has been expected by analysts forecasts …

Value Investing Is A Long-Term Strategy and Should Be Judged Accordingly

Introduction Almost by definition, value investing rarely performs well in the short run.  This is especially true when you are in a strong bull market like we’ve been in since March 2009.  Most companies as represented by the S&P 500 are currently trading at fundamental multiples that are significantly above historical norms.  Below is a …

$CSCO Cisco Systems Inc: Quality, Dividend Growth & Attractive Valuation

Introduction Cisco Systems Inc. (CSCO) is one of the highest quality large-cap technology companies in the world.  After being overvalued for most of 2019, this high-quality once pure growth stock, now dividend growth stock, has come into fair value.  Therefore, I offer the following FAST Graphs analyze out loud video to illustrate why I think …