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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (21141)8/10/2005 9:11:14 PM
From: Spekulatius  Read Replies (1) of 78565
 
re CSCO - probably time to add some shares to my starter position in CSCO. Revenues up a respectable 11%, earnings/share up 20%, sharecount down 6% YOY roughly (although CSCO has been spending more than it's FCF to do so). Those are fine numbers. The market is really not valueing CSCO's earnings with a premium PE any more, like it did in the past. Next years PE is around 18. For a company with extremely high earnings quality (except for the option expense issue) and a wide moat, that's a pretty modest valuation. The dilution due to options appears to be falling slowly and with a flat stock, the expense is somewhat theoretical anyways. if it falls below 18$, I amy add some shares.
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