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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (50132)	5/20/2013 1:34:06 PM
From: Paul Senior	Read Replies (1) of 78748

CSCO. I'll add a little bit more to my position. Stock has moved up on a good quarterly report. I don't see it falling back much... could though. A Graham fair-value at $15 buy now seems far away from current $23.67. If I base my view on reversion-to-mean consideration, then I'd say in good times (which might be the current CSCO business environment and stock market), then imo, CSCO's worth about $35 on a p/e basis and maybe $30 on a price/stated book basis. Otoh, for strict value players, CSCO might not be a consideration at current market price.

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