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8Mo·

Hello GQ community,

I am very interested in Cisco Systems $CSCO (+0,49 %) the stock seems to be fairly valued to undervalued in the last few weeks.

According to TR, new analyst results are due in the next few days. I am torn between opening a first position, as I cannot estimate whether the stock could drop dramatically after the publication of the analysts' ratings.

What are your assessments and opinions on this?

Many thanks in advance🫶

9 Commentaires

Denis@DenisVidukic

8Mo

Hi, I know the Cisco share very well as I have had it in my portfolio for years. I have an IT background myself and know the company. Many of my customers use Cisco systems. I myself am a friend of the buy & hold strategy. It pays regular dividends and the P/E ratio is around 12. Those are my thoughts on it. Whether there will be a surprise.... 🤷‍♂️

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Cashflow I.@Cashflow_Investor

8Mo

On my sales list

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NPC_TRDR@NPC_TRDR

8Mo

@Cashflow_Investor I would be very interested in your reasons for selling, as I am planning to open a position with a small tranche.

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Cashflow I.@Cashflow_Investor

8Mo

@NPC_TRDR no growth

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NPC_TRDR@NPC_TRDR

8Mo

@Cashflow_Investor Thank you for your reply. I will probably wait and see what happens or doesn't happen.

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Tenbagger2024@Tenbagger2024

8Mo

Nvidia is taking more and more of the cake from Cisco.

Cisco has not been able to generate any performance for months, the only consolation is the dividend.

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Kai@Dividenden-Sammler

8Mo

@Tenbagger2024 Which cake do you mean?
one chip manufacturer and one telecommunications equipment supplier

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Tenbagger2024@Tenbagger2024

8Mo

@Dividenden-Sammler
https://itwelt.at/knowhow/10-konkurrenten-die-cisco-nicht-abschuetteln-kann/

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NPC_TRDR@NPC_TRDR

8Mo

@Tenbagger2024 In your article ( https://getqu.in/sWn3pc/ https://getqu.in/sWn3pc/ ) you discussed the Splunk takeover and I think we all realize that the good price is a result of the "crisis situation" at $CSCO.
The question is whether and when the measures will take effect.
The strongest competition currently seems to be $ANET, but the question with fast-growing companies is always whether they can maintain and expand their positions 🤷‍♂️
I think we can all agree that the figures, the market position and market dominance and the business model of $CSCO speak for a quality company in my opinion.

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