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Update Cisco Systems (CSCO)

Nothing like confirming investors’ worries about the profitability of your company’s business strategy. Investors have been worried that in its pursuit of growth—a daunting task to begin with for a company that dominates its core markets and with a market cap of $104...

Update Cisco Systems (CSCO)

Can Cisco Systems (CSCO) stage a comeback? At first (and probably second and third glances too) that seems a ludicrous question. We’re talking Cisco here. The gorilla so big that other gorillas make room in the bamboo. But Cisco’s results for the first quarter of...

Update Cisco Systems (CSCO)

When I was a kid and I’d turn up my turn up my nose at a great present that wasn’t exactly what I wanted, my grandmother would say, What do you want, egg in your beer? Well, today, May 13, investors in Cisco Systems (CSCO) remind me of that little kid I was. They’ve...

Update Cisco Systems (CSCO)

Cisco Systems (CSCO) rules the technology that runs the Internet, but it’s got a few things to learn about product announcements. On March 9 the company held a teleconference staged with all the hoopla of Apple (AAPL) announcing a new iPhone. But then Cisco unveiled a...

Update Cisco Systems (CSCO)

The recession is certainly over for Cisco Systems (CSCO). Today, February 3, after the market close the company reported earnings for the quarter that ended in January (Cisco’s second quarter of fiscal 2010) of 40 cents a share. That was 5 cents a share better than...

Update Cisco Systems (CSCO)

Cisco Systems (CSCO) reported earnings of 36 cents a share for its fiscal first quarter of 2010 after the stock market close on November 4. Both earnings—by 5 cents a share—and revenue—by $126 million—beat the consensus Wall Street estimates. However, revenue fell by...

Update Cisco Systems (CSCO)

On October 1 Cisco Systems (CSCO) announced an offer to buy video conferencing leader Tandberg for $3 billion in cash. This is exactly the kind of new economy deal-making that drove me to add Cisco Systems to Jubak’s Picks on September 25. The deal, which has been...
Buy Cisco Systems (CSCO)

Buy Cisco Systems (CSCO)

Remarks by Cisco Systems (CSCO) CEO John Chambers got me thinking about the potential for a new economy emerging in 2011 and beyond so, it’s only fair that I begin my next stock market portfolio with shares of Cisco Systems (CSCO). (See my 8:30 a.m. post today for...

Update Cisco Systems (CSCO)

Ever since this recession began Cisco Systems (CSCO) CEO John Chambers has shown an unexpected talent for taking all the joy out of his company’s earnings report. And he did it again when, on August 5, Cisco Systems reported earnings of 31 cents a share for the...