Wednesday, October 15, 2008

Cisco - $18.00 Value


Cisco has sold off  - Trading Close to $16.57; I did a quick valuation.  I assumed that their FCF would drop significantly for several years, then reverse as the recession passes.  Based on this analysis - Cisco Looks to be attractive at these levels.




Cisco Valuation - Approx. -  $18/share

0 comments: