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John Chambers

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  1. Cisco Systems CSCO Q3 2014 Earnings Call Transcript

    Welcome to Cisco Systems' Third Quarter and Fiscal Year 2014 Financial Results Conference Call. At the request of Cisco Systems, today's call is being recorded. If you have any objections, you may disconnect.

  2. Investing’s Goal: Ownership

    Cisco CSCO started off its fiscal year with a bang, reporting results that exceeded expectations across every metric. We believe Cisco's competitive positioning is getting stronger. For the past two quarters, the company has gained share in almost every one of its markets, and we believe the ...

  3. The Boulevard of Broken Charts

    Vitaliy N. Katsenelson, CFA, is a portfolio manager/director of research at Investment Management Associates in Denver, Colo. He is the author of “Active Value Investing: Making Money in Range-Bound Markets” (Wiley 2007). To receive Vitaliy’s future articles by email send a blank email to ...

  4. Finding Refuge in Value

    Don Yacktman and Pat Dorsey look for undervalued firms with margins of safety, and they see a lot to like in today's market.

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