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

To: E_K_S who wrote (50132)	11/21/2012 1:45:59 PM
From: John Koligman	Respond to of 78748

Thanks for your thoughts EKS.... I hear you on the options thing, although it does appear CSCO is now starting to head in the 'more shareholder friendly' direction. If I'm not mistaken, they have also bought back a couple billion shares over the past decade, I think their float went from something like 8B to 5B in that time... I also keep WDC and STX on my radar, perhaps they have been mentioned at some point on this thread as I have not been reading it until recently. Looks like they are generating some nice cash too, although I suppose to some extent the 'rap' on them is they make 'spinning stuff' <ggg> while we are moving to a flash based world as time goes on. Happy Thanksgiving to all, John

To: E_K_S who wrote (50132)	5/20/2013 1:34:06 PM
From: Paul Senior	Read Replies (1) \| Respond to 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.