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Strategies & Market Trends : Value Investing

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From: E_K_S10/9/2023 8:41:18 PM
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Re: Juniper Networks(JNPR)

Started a new position in this networking company. $8.5 Billion market cap. low debt Debt/Equity=0.37

Juniper Networks, Inc. is a leading provider of networking solutions and communication devices. The company develops, designs and sells products that help to build network infrastructure used for services and applications based on single Internet protocol network worldwide. The company caters to the networking needs of enterprises and public sector organizations and service providers across the globe. Hence, the two primary markets for its networking products and services happen to be Enterprise and Service Provider. Juniper offers a broad range of routing, switching and security products. Routing includes products and services from the E, M, MX, PTX, T Series, and ACX router families. Switching primarily consists of products and services for EX Series and wireless local area network solutions as well as QFabric.
I am looking for a 'VALUE' GARP stock and JNPR came up on my scan. PEG ratio is 1.7x and w/ a 15.2x PE you are not paying too much for 2024 earnings growth of +6.33%.



JNPR's 2024 earnings growth is higher than CSCO (+4.16%) selling at the same PE.

from AI Bard

Here are 5 new/growing products and/or services that Juniper Networks (JNPR) is releasing in 2024-2025 that will create growth:

  1. Juniper Networks Cloud Metro Fabric: This fabric provides a high-performance, scalable, and secure way to connect data centers in the cloud.
  2. Juniper Networks Contrail Enterprise Multicloud: This solution provides a unified view and management of networks across multiple clouds.
  3. Juniper Networks Apstra Intent-Based Networking: This solution automates the provisioning and configuration of networks, making them more efficient and reliable.
  4. Juniper Networks Mist AI for IT: This solution uses artificial intelligence to monitor and manage networks, helping to identify and resolve problems quickly.
  5. Juniper Networks Security Gateway: This gateway provides a comprehensive suite of security features to protect networks from attack.




Bought a 50% position last week and will add another 50% at/below $26. I am looking for a 25% upside in 2024 w/ a target price at/above $33/share. You do receive a 3.3% div too.
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