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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (41420)	2/14/2011 2:50:06 PM
From: Grantcw	Respond to of 78752

Good point. :) I haven't used Trefis much, but I see what you mean that you have Cash figured in there. In examining this more, I think the difference in our perception of where CSCO is cheap is that I'm not necessarily looking for a 15% return per year. When I'm jumping into a large cap/low beta name like this, I'm really aiming at somewhere between 11-15% per year, with the idea that: 1) If I'm buying Large Caps/Low Beta names, I'm probably looking towards a correction and that this is a safer play than others. 2) If perception of CSCO is bad, I will monitor the stock price and take a quick gain in some situations. So, I think if you had my expectations and put your discount at 11%-12% instead of 15%, CSCO might be cheap to you also. But, I understand trying to aim high for 15% returns. Thank you, Grant