Name: Cisco Systems, Inc.
Shares Held: 328
Date Purchased: 9-Dec-1996
HPD Paid: $7.5878
Currently Trading: $64 9/16
Annualized Return: 83.19%
Moderate Buy 12
Moderate Sell 0
Consensus 1.28 (1=Strong Buy, 5=Strong
I love this company, but I don't know how to write a report on
it. CSCO has about 20 headlines per day on Yahoo! Most of them are
general market reports, since CSCO is such a large company and widely-held
stock. It's hard to find the actual company news with such a low
signal-to-noise ratio. I'll try to find some sites that track actual CSCO
news for next month's report.
I will note that CSCO now represents 1/3 of our portfolio, more than triple
our next-largest investment. It also has a P/E ratio of 191. We've
had a $20,000 return on a $2,500 investment, which is great. But some
rebalancing might be in order, just so our club's fortunes aren't so closely
tied to one company.