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    1. From Barron’s, April 21, 2014 (Part 2)

      Commentary

      Sat, 19 Apr 2014

      distinct company-specific story; pg 31]; golf course and country club operator ClubCorp Holdings [ MYCC ; pg 41]; Cisco [ CSCO ; CEO spotlight on John Chambers who may retire in late 2016; pg 42]. RTN story http://online.barrons.com

    2. As Palo Alto Networks Disrupts The Market, More Gains Can Come

      Headlines

      Fri, 18 Apr 2014

      and as the company looks to turn up the pressure on Cisco ( CSCO ) and Check Point ( CHKP ), margin leverage could move ..... market share holder in the network security space, but Cisco , Check Point, Fortinet ( FTNT ) and the rest are not

    3. This Tech Stock Is Sitting On A Big Opportunity That You Shouldn't Miss

      Headlines

      Fri, 18 Apr 2014

      the Internet of Things springs to our mind. The Internet of Things, according to Cisco ( CSCO ), is a concept in which machines communicate with one another. Cisco believes that this market will be worth a whopping $19 trillion by 2020 with more

    4. eGain Communications - A Likely Near-Term Takeout

      Headlines

      Thu, 17 Apr 2014

      By Undiscovered Stocks : The market has been brutal to high technology companies the past few weeks, with SaaS and biotech stocks falling over 20% as lofty valuations come crashing down. Unfortunately, some of the gems in the space have been unfairly dragged down as well, which means that if you do

    5. Smead Capital Management Shareholder Letter 1Q 2014

      Headlines

      Wed, 16 Apr 2014

      s, who avoided the most outlandish dot-com’s and stuck to what they called the “pick-ax” companies like Cisco ( CSCO ) and Microsoft (MSFT). It kept their losses down to 50-80% in the 2000-2002 bear market, while the most egregious

    6. IGM iShares North American Tech ETF Analysis, Report, Research, 5 Star Rating – Morningstar

      ETF Reports

      Tue, 15 Apr 2014

      more commoditylike. However, many enterprise players have been reshaping their businesses as well, whether by Cisco Systems CSCO acquiring a network security vendor, HP tightening up its operations and improving its balance sheet, and EMC recently

    7. Barclays: CIO survey data positive for H-P, Juniper, F5, others

      Headlines

      Mon, 14 Apr 2014

      Ingram Micro ( IM ), and CDW , each of which is rated Overweight. Others that might take heart in the survey results: CSCO , ORCL , SAP , CA , SWI , VMW , CHKP , BRCD , ARW , AVT Post your comment!

    8. From Barron’s, April 14, 2014 (Part 2)

      Commentary

      Sat, 12 Apr 2014

      still too high: FB, LNKD, NFLX, N, NDLS, PBPB, CRM, NOW, TWTR, WDAY, Z Reasonably priced: AAPL, T, CAT, CVX, CSCO , DE, XOM, GOOGL, JPM, MS, SPG, SO, WFC . Pg 19: Michigan’s Dave Camp [R] has some good ideas in his 979-page

    9. Cisco And Heartbleed, A Class Action Lawsuit In The Making

      Headlines

      Fri, 11 Apr 2014

      hard to overstate the severity of this bug, and one of the hardest hit companies appears to be Cisco Systems ( CSCO ). As many as 81 of Cisco ' s switches, routers and firewalls may be affected and the vulnerability has already been confirmed

    10. Wall Street Breakfast: Must-Know News

      Headlines

      Fri, 11 Apr 2014

      Wall Street Breakfast Editors submit: Economy Health & Human Services Secretary Kathleen Sebelius is resigning and is set to be replaced by Sylvia Burwell, the director of the Office of Management & Budget. Sebelius' departure comes after what even she described as the "debacle" of the Obamacare ...

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