Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elroy who wrote (73912)	10/9/2023 9:45:02 PM
From: E_K_S	Read Replies (3) \| Respond to of 78512

RE CSCO vs JNPR Let's see what 18 - 24 months brings. CSCO's growth is LESS than JNPR 2024 earnings growth CSCO +4.6% vs JNPR +6.3% (same PE so why not own JNPR?) Hmmm CSCO No 1? No 1 in what? Market Cap (so what) Not No 1 in earnings growth ------------------------------------------------------------- It is very difficult to find a GARP stock growing w/ a growth rate higher than their PE (especially when you are only willing to pay 15x PE) I will take a 25% gain and 3.2% div after 12-18 months. FWIW made similar investments in ORCL & IBM 18-24 months ago. PE's were below 15x ORCL +55% (from my Buys 18 months ago) - not including 1.3% div IBM +42% (from my Buys 24 months ago) - not including 4.6% div

To: Elroy who wrote (73912)	1/9/2024 7:37:19 AM
From: E_K_S	Read Replies (1) \| Respond to of 78512

Re: Juniper Networks (JNPR) 30.22 +0.31 (+1.04%) 01/08/24 [NYSE] PRE-MARKET 37.30 +7.08 (+23.43%) You realize JNPR is the #2 telecom router maker with Cisco being #1? Like, that's awful. Apparently HPE believes they can make JNPR No. 1 ! Juniper jumps on reports Hewlett Packard Enterprise close to $13 bln deal Juniper Networks' shares climbed 23% in premarket trading on Tuesday after reports Hewlett Packard Enterprise was nearing a $13 billion deal for the networking gear maker to capitalize on the boom in artificial intelligence. -------------------------------------------------------- One 'EXIT' strategy on a position is when you get a Buy Out.