Here is Tim Travis’ research report on Cisco Systems, Inc.  (CSCO) on Aug 16th 2012.   http://seekingalpha.com/article/811801-12-years-after-the-bubble-cisco-is-ripe-for-the-takingRead More

Cisco is using some of their foreign cash to acquire the Digital TV software maker NDS for $5 Billion.  They are using the foreign cash to avoid paying taxes on repatriating that money back to the U.S.. I sure hope that this is a business that Cisco is committed to operating in.  I’ve long been...Read More