Archive for August, 2010

The Case for Cisco (CSCO) Stock and Believing John Chambers

August 18, 2010
The Case for Cisco (CSCO) Stock and Believing John Chambers

Summarized qualitatively, the case for Cisco stock (CSCO) is this:  Cisco makes the guts of information technology infrastructure, routers, switches and other products associated with IT networks.  Their closest competitor, Juniper Networks (JNPR), is comparatively tiny, with a market capitalization a bit over 1/9th that of Cisco’s ($13.6 billion to $125.9 billion).  The ratio...
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Mark Hurd’s Departure from Hewlett-Packard (HPQ) Brings Buying Opportunity for HP Stock

August 8, 2010
Mark Hurd’s Departure from Hewlett-Packard (HPQ) Brings Buying Opportunity for HP Stock

Mark Hurd’s hastily announced departure from Hewlett-Packard (HPQ) for conduct-related infractions may provide a buying opportunity for investors looking for a good entrée point for this Dow component. The news has initially sent shock waves about the stock with the price falling to close at $41.85 on August 6 when Hurd’s resignation was announced, losing...
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