Article Results:
[Oct 01, 2012] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Cisco Systems
[Aug 01, 2006] Cisco Systems, by Mark Robertson
Cisco Systems is a quality company in an important industry, Communications Equipment.
[Sep 01, 2010] Cisco Systems, by Mark Robertson
CSCO is a dominant force in the Internet widget space and the quality rating suggests strong growth, profitability, relative stability and a strong balance sheet over the last several years.
[Jan 01, 2012] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Cisco Systems
[Jun 01, 2012] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Cisco Systems (CSCO)
[Jul 01, 2012] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Cisco Systems (CSCO)
[Jul 01, 2008] Cisco Systems, by Mark Robertson
CSCO is no stranger to subscribers, ranking #10 in the MANIFEST 40 of our most widely-followed companies.
[Sep 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Cisco Systems
[Oct 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Sell Pepsi and Cisco Systems. Buy Google, T. Rowe Price and Fresh Market
[Jan 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Volcom, Cisco Systems and FactSet Research.
[Aug 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are CVS Caremark, Cisco Systems and Stryker.
[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.
[Dec 11, 2007] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 since inception are FactSet Research, Danaher and Cisco Systems.
[Sep 01, 2012] Rhino Games?, by Mark Robertson
In the face of high-frequency trading, dark pools, derivatives that would make Frankenstein proud, and a gluttony of greed and irresponsibility (and ethics) perhaps it’s time for a little reverse aging and a return to the ways things used to be.
[Apr 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Bio-Reference Labs.
[Apr 01, 2005] Rhino Investing and Corrective Lenses, by Mark Robertson
If you invest like a rhinocerous or map the migration of lemmings, be assured there's a better way.
[Dec 01, 2010] Facebook Update ... Community Speaks, by Mark Robertson
We're impressed with what we see as considerable potential for long-term investors.
[May 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Strayer Education
[Jun 01, 2012] Walgreen , by Mark Robertson
It could be insanity or sheer stubbornness — but we really don’t think so as we select Walgreen (WAG) again, the first 4-time selection for the Solomon Select tracking portfolio since the inception of Manifest Investing.
[Jul 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Mercadolibre (MELI)
[Aug 01, 2011] Leaders of the Groundhog Pack, by Mark Robertson
Our fifth annual investment selection contest, dubbed Groundhog V, has reached the halfway mile marker. We’re pleased to report that overall performance has improved over the 2010 results.
[Mar 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate MercadoLibre (MELI).
[Aug 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate SolarWinds (SWI)
[Jan 01, 2016] Dogs of the Dow: Howling Again?, by Mark Robertson
What happens if we utilize total return forecasts (instead of current yield) to go shopping among the Dow stocks? What can we learn about 1-year time horizons?
[Aug 01, 2006] Treasure Hunt, Regularly, by Mark Robertson
Our search for quality investment opportunities is continuous.
[Sep 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell Goldman Sachs, Buy Cisco and Deckers.
[Jan 01, 2012] Sweet 16, by Mark Robertson
This month features the top percentile of all stocks covered at MANIFEST on the basis of projected return and quality rating.
[Mar 01, 2011] Sweet Sixteen, by Mark Robertson
The screening results this month represent our more traditional approach, seeking the highest ranked MANIFEST stocks..
[Feb 01, 2011] Sweet 16: Groundhog Favorites, by Mark Robertson
February's screening results are a compilation of the best ideas from the participants in our annual stock selection contest..
[Jul 01, 2013] The Stocks You Follow: Manifest 40, by Mark Robertson
We’ve always believed that the collective decisions made by our community of long-term investors is worth huddling over … a place where ideas are born.
[Jun 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Sell Some MDT, Accumulate BRLI & SWI
[Apr 01, 2007] Huddling with History, by Mark Robertson
Heed the lessons of history. Opportunities and challenges do repeat and human nature is pretty reliable.
[Jul 01, 2011] Stubborn About Performance, by Mark Robertson
It's a simple question. How are we doing? It's the collective "we" formed by our community of long-term investors.
[Jul 01, 2006] Sweet 16, by Mark Robertson
Continue to shop among the highest quality companies with financial strength ratings of "A" or better.
[Oct 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Medtronic, Microsoft, Walgreen and Williams-Sonoma.
[Jun 01, 2005] Sweet 16, by Mark Robertson
Recent Solomon selections Linear Technology and Fifth Third remain on the list.
[Oct 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's.
[Dec 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell DECK & COH ... Buy CSCO, BRLI, MELI & CL.
[Aug 01, 2005] Sweet 16, by Mark Robertson
The technology and consumer discretionary sectors each lead the way this month.
[Sep 21, 2007] Manifest Top 40, by Mark Robertson
We've always believed that the collective decisions made by our community of long-term investors is worth huddling over ... a place where ideas are born..
[Sep 01, 2005] Sweet 16, by Mark Robertson
New this month: Fred's, Bank of New York, Meredith and Pacific Sunwear.
[Oct 01, 2005] Sweet 16, by Mark Robertson
New companies include: Masco, Affiliated Computer Services, Abercrombie & Fitch and Bed Bath & Beyond.
[Jul 01, 2005] Sweet 16, by Mark Robertson
New companies include: Nucor Corp, Robert Half, Paychex, Stryker and QUALCOMM.
[Nov 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Buffalo Wild Wings, Bank of Ireland and Medtronic.
[Jun 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's .
[Jun 01, 2005] Fidelity Dividend Growth, by Mark Robertson
For the second consecutive month, we feature a Fidelity fund as the mutual selection for study.
[Jan 01, 2007] Summing Our Financial Strength, by Mark Robertson
A company can't be best-of-breed without a high relative financial strength.
[May 01, 2005] Fidelity Blue Chip Growth, by Mark Robertson
This fund is probably a poster child for truth-in-advertising.
[Sep 01, 2005] Federated Capital Appreciation, by Mark Robertson
FEDEX appears to have the potential to return to its favorable historical performance when it ranked in the top decile of all large-cap growth funds.
[Apr 01, 2005] White Oak Select Growth, by Mark Robertson
The list was culled for mutual funds with the following characteristics: Projected Annual Return greater than the total stock market and a quality rating greater than 65. The result is White Oak Growth (WOGSX).
Forum Post Results:
Cisco Systems (CSCO)
· by
Dan Hess
·
07/02/2011 11:28 AM
·
Stocks
One author has identified 8 reasons to buy Cisco now. Look here to find the 8 reasons I find as reasonable. This CISCO Chart seems to show a...
Cisco Systems (CSCO)
· by
Mark Robertson
·
06/15/2011 03:11 PM
·
Stocks
Not much has changed since this session of the Round Table: http://www.youtube.com/watch?v=o6Kk2AqGADo
Cisco Systems (CSCO)
· by
Mark Robertson
·
06/15/2011 03:42 PM
·
Stocks
And a quick reminder that any stock can be “magnified” by clicking on the magnifying glass on the Equity Analysis Guide page — providing a link to...
Cisco Systems (CSCO)
· by
Mark Robertson
·
11/08/2011 01:04 PM
·
Stocks
Some bolstering for Round Table favorite, Cisco Systems (CSCO) http://seekingalpha.com/article/306220-why-cisco-is-regaining-its-dominance
Cisco Systems (CSCO)
· by
Mark Robertson
·
06/12/2012 05:32 PM
·
Stocks
Laura, Nice job … and good eye. Here’s a longer term look at this — displaying what happened during the last crossover a few years ago. “What men...
Cisco Systems (CSCO)
· by
Mark Robertson
·
06/12/2012 05:40 PM
·
Stocks
Here’s a look back at the infamous crossover at the Nasdaq meltdown a little over ten years ago.
Cisco Systems (CSCO)
· by
Mark Robertson
·
12/01/2008 01:27 PM
·
Stocks
While checking over the Sweet 16 for our December issue of Expected Returns , we encountered fairly massive reduction in expectations for Cisco...
Cisco Systems (CSCO)
· by
Shelly Stokes
·
12/01/2008 04:59 PM
·
Stocks
Mark, With a post like this, can you give us the “before and after” numbers. I love the Manifest tools, but I sure wish there was a way to look at...
Cisco Systems (CSCO)
· by
Bill Bickley
·
12/01/2008 05:07 PM
·
Stocks
How much the “CAPS” has changed since the CSCO/Chambers update would also be interesting to compare.
Cisco Systems (CSCO)
· by
Mark Robertson
·
12/01/2008 05:07 PM
·
Stocks
Searching the Forum for past mentions/forecasts for CSCO yields this . The point is that all of the forecast points are substantially below the “...
Cisco Systems (CSCO)
· by
Jim Thomas
·
12/03/2008 12:56 PM
·
Stocks
> When this happens, a massive drop in stock price (as we’ve seen with CSCO) is not accompanied by a “comforting” increase in PAR:< Well,...
Cisco Systems (CSCO)
· by
Jim Thomas
·
12/03/2008 12:57 PM
·
Stocks
Here’s a 6-month history.
Cisco Systems (CSCO)
· by
Christopher Johnson
·
04/03/2009 12:46 PM
·
Stocks
Looking at Cisco, I am troubled. VL is projecting sales growth of ~2%, flat PE and Profit Margin expansion of ~5%. Yet, the CAPS Allstars still...
Cisco Systems (CSCO)
· by
Mark Robertson
·
04/16/2009 09:53 AM
·
Stocks
Chris, Cisco Systems (CSCO) is typical of many companies. During the current updates, a large number of companies have greatly reduced forecasts...
Cisco Systems (CSCO)
· by
Mark Robertson
·
12/31/2009 03:23 PM
·
Stocks
Cisco Systems (CSCO) is a multiple Solomon Select feature and ranks #10 in the MANIFEST 40. Sales Growth Forecast
Cisco Systems (CSCO)
· by
Mark Robertson
·
12/31/2009 03:26 PM
·
Stocks
Profitability Analysis CSCO has suffered greatly following the bubble/recession (2002) but fared pretty well during the 2007-2008 time period. We’...
Cisco Systems (CSCO)
· by
Mark Robertson
·
12/31/2009 03:39 PM
·
Stocks
Projected Average P/E The bubble that was will soon fade from view as the left side of this graphic “scrolls” from view. The consensus P/E forecast...
Cisco Systems (CSCO)
· by
Belinda Charpentier
·
03/08/2010 11:02 AM
·
Stocks
Cisco Systems Inc. (CSCO 25.65, +0.44, +1.75%) shares rose 41 cents to $25.63. The networking-equipment giant has an event slated for Tuesday which...
Cisco Systems (CSCO)
· by
Mark Robertson
·
03/08/2010 07:55 PM
·
Stocks
They’ve hired Al Gore? :)
Cisco Systems (CSCO)
· by
Dan Hess
·
03/08/2010 10:17 PM
·
Stocks
> They’ve hired Al Gore? For what position? His private industry work experience seems a bit sparse? I hope they do not plan to replace Ellen....
Cisco Systems (CSCO)
· by
Neil Berry
·
03/09/2010 06:16 PM
·
Stocks
Ok, not one from my list. A $90k router that can handle concurrent live video mail for the current population of china
Cisco Systems (CSCO)
· by
Sunil Veluvali
·
03/09/2010 06:55 PM
·
Stocks
Here’s the news . Disclosure : Cisco is my employer. I work on this . Thanks, Sunil
Cisco Systems (CSCO)
· by
Belinda Charpentier
·
03/09/2010 08:05 PM
·
Stocks
Sunil, you have a cool job.
Cisco Systems (CSCO)
· by
Dan Hess
·
03/09/2010 08:55 PM
·
Stocks
Sunil Congradulations. The CRS-3 seems like a much needed product to provide the growing bandwidth requirements and should help to make the “Cloud”...
Cisco Systems (CSCO)
· by
Sunil Veluvali
·
03/09/2010 11:48 PM
·
Stocks
Dan, You should check out the UCS system if you are into cloud computing. It is truly revolutionary and has changed the landscape in the data...
Cisco Systems (CSCO)
· by
Sunil Veluvali
·
03/09/2010 11:52 PM
·
Stocks
Yes. Very exciting. Check out this# and this for some interesting opportunities with this technology. Sunil
Cisco Systems (CSCO)
· by
Mark Robertson
·
03/10/2010 08:09 AM
·
Stocks
>For what position? His private industry work experience seems a bit sparse? That would make him a clear front runner for Technology Czar. :)
Cisco Systems (CSCO)
· by
Sunil Veluvali
·
03/10/2010 09:18 AM
·
Stocks
Ummmm… check this , this , and this . I thought he was a Sr. advisor to Google as well… He’s reinvented himself very nicely. Sunil
Cisco Systems (CSCO)
· by
Mark Robertson
·
03/10/2010 10:00 AM
·
Stocks
I’m looking forward to seeing Sunil on “24” when they do one of those Cisco teleconferences with the President. Mark
Cisco Systems (CSCO)
· by
Dan Hess
·
03/10/2010 10:37 AM
·
Stocks
>>For what position? His private industry work experience seems a bit sparse? > That would make him a clear front runner for Technology...
Cisco Systems (CSCO)
· by
Belinda Charpentier
·
03/10/2010 10:42 AM
·
Stocks
Sunil, exciting. I’ve waiting for holograms, etc since 9/11. This looks like the next big jump in information growth.
Cisco Systems (CSCO)
· by
Dan Hess
·
03/10/2010 11:01 AM
·
Stocks
Sunil Thanks for the link and info on the Cisco UCS. First let me say I admit to not being very knowledgable on cloud computing. Perhaps I could...
Cisco Systems (CSCO)
· by
Sunil Veluvali
·
03/10/2010 03:35 PM
·
Stocks
Dan, I would recommend you read The Big Switch to understand the context of cloud computing. The electric utility industry went through this...
Cisco Systems (CSCO)
· by
Dan Hess
·
08/12/2010 03:12 PM
·
Stocks
Cisco reported 4Q and FY 2010 results that were quite good compared to the weaker 2009 results but disappointing compared to analysts expectations....
Cisco Systems (CSCO)
· by
Mark Robertson
·
08/12/2010 04:24 PM
·
Stocks
Let’s give the rhinos a few days to decide which way they’re running with their sales and profitability forecasts (on finance.yahoo.com) and we’ll...
Cisco Systems (CSCO)
· by
Dan Hess
·
08/12/2010 04:57 PM
·
Stocks
Before you jump too hard on John Chambers you may want to read Cisco and IBM weakening sales may signal slowdown in US corporate spending. Remember...
Cisco Systems (CSCO)
· by
Mark Robertson
·
08/12/2010 05:00 PM
·
Stocks
But does he play a banjo like Jim Clayton? :)
Cisco Systems (CSCO)
· by
Dan Hess
·
08/12/2010 09:08 PM
·
Stocks
It seems John may have toned down his rough waters view of yesterday in this Fox John Chambers interview Here is a quote “In terms of the market,...
Cisco Systems (CSCO)
· by
Mark Robertson
·
11/11/2010 08:14 AM
·
Stocks
To coin a phrase, Yikes … Thursday could prove “interesting.” Cisco’s Dismal Outlook Stuns Street, Hits Sector
Cisco Systems (CSCO)
· by
Dan Hess
·
11/11/2010 08:30 AM
·
Stocks
It does seem the analysts and CISCO were surprised by the future negative outlook John Chambers provided. However it would seem it should be no...
Cisco Systems (CSCO)
· by
Mark Robertson
·
11/11/2010 11:44 AM
·
Stocks
I wish we could get a couple analyst downgrades to help with the purchase price. :)
Cisco Systems (CSCO)
· by
Mark Robertson
·
11/12/2010 12:47 PM
·
Stocks
I really expected a bounce during the day on CSCO, but for naught. Morningstar flagged Cisco Systems (CSCO) as a 5-Star “Strong Buy” stock on...
Cisco Systems (CSCO)
· by
Dan Hess
·
11/12/2010 02:49 PM
·
Stocks
It does seem some of the decline in Cisco’s outlook may be more unique to Cisco than I originally had thought. They are heavily dependent upon the...
Cisco Systems (CSCO)
· by
Mark Robertson
·
11/19/2010 10:17 AM
·
Stocks
Cisco (CSCO) is taking advantage of its recent drop in share price, announcing plans for up to $10B in additional stock repurchases. Cisco’s stock...