TTWO TTWO
Board Highlights
Topic List Post New Topic

MSG # GO



Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

02/14/17 at 2:35 PM CST

 

 

READ: 3

RPLY: 0

0

0

RECS:0

Sentiment:

Neutral

OT now or future?

OT - I'm thinking about CSCO's CC tomorrow. Part of me says buy it. Even though they'll post a loss, the will say that their forays into other areas (such as cybersecurity) will offset some of their older hardware that no one wants now. That seems to be the standard for the sector: The core businesses are fading in some way, and they will offset that with other revs (just as INTC has been doing for some time). The analysts, so far, seem to be buying that 'future revs', rather than the sort term drought.  

As I've said, I'd like to own CSCO for the dividend. But I'm not going to do that before the CC, as I think the current numbers won't be so good. I may buy CIEN today, as their CC is early march, and prices here may fall between now and then, and if CSCO is pretty bad, now would be a good time to acquire stock and sell covered calls. Just an idea on my part at this time.

Copyright 2014 All Rights Reserved; Patent Pending