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


To: Spekulatius who wrote (42133)4/4/2011 4:20:12 PM
From: Grantcw  Read Replies (1) | Respond to of 78748
 
Hello Clownbuck,

I agree that technically the chart of CSCO is rough to advocate buying. And I do think Charts can reflect fundamental surprises, but I also think that Cisco is being joined here by MSFT and INTC as all three are back in solid value ranges again.

Maybe it's 'risk-on' and these stocks are being sold? Maybe it's some European financial institutions trying to shore up balance sheets by selling some of these stocks?

I bought some CSCO today, and I'm now considering adding back to INTC (no position right now) and MSFT (small-to-medium position right now) now that they're back to value ranges. My trick is what to sell... Not quite ready to say oil companies are overvalued yet, but maybe soon...

Thanks,

Grant



To: Spekulatius who wrote (42133)6/19/2011 4:13:56 PM
From: Paul Senior  Respond to of 78748
 
CSCO. I'll add just a few shares tomorrow to my very small tracking position.

CSCO is past its prime, but still dominates its space. Price/free cash flow at 9.9 is attractive to me.

si.advfn.com^CSCO