Cisco is a great Company.
John Cambers is a good CEO.
Sure, he looks a little like ‘the Blond Fuhrer’, but that’s just on the surface and a bad barber.
I am hearing he called a bottom for the Company last night. I don’t know because I don’t follow the stock, but I hear things on this newfangled Twitter thingy.
Before Twitter when there was Television, I do I know that John Chambers NEVER called the top in 2000 and oversaw a bazillion in fake sales during their rise.
Today, Cisco is an economy…and because US is a part of that economy, it is a slow grower. They have tremendous cash flow, great products, and great people.
The coneference call is a waste of time. Look back at the last 5 years and smooth out the line. Zip, Nada. Cisco takes it’s cash flows and buys companies. Yawnereeno for everyone but bankers and lawyers.
It would be more exciting for everyone if they just went private. It would not be as fun for the lame mutual funds that carry Cisco in their Top 10 Holdings because they would have to make commercials about their new Top holdings of companies no one has heard about and that would be risky.
I can look outside and see what’s going on in the global economy. Take a walk around, watch the action on the all-time high list.
I can catch the numbers in a tweet the next day and know that zip has changed. When you are steering a large ship or economy, it’s only the icebergs or ice ages that matter and for both I would rather be in a small, agile ship.
sharp as always. I can imagine that the only reason a fund keeps CSCO shares is to sell front month 5-10% OTM calls against its equity in a hope to average 1-2% per month. In a 3-4 year horizon this could be a good income stream of self-paid dividends.
sharp as always. I can imagine that the only reason a fund keeps CSCO shares is to sell front month 5-10% OTM calls against its equity in a hope to average 1-2% per month. In a 3-4 year horizon this could be a good income stream of self-paid dividends.
sharp as always. I can imagine that the only reason a fund keeps CSCO shares is to sell front month 5-10% OTM calls against its equity in a hope to average 1-2% per month. In a 3-4 year horizon this could be a good income stream of self-paid dividends.