Sean O'Shaughnessey on January 5th, 2016
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Apple is known for brutal efficiency, regularly killing off features and products that no longer serve its purposes. So there is irony in the fact investors have taken a similarly ruthless view of Apple itself, penalizing the company heavily ahead of what is expected to be the slowest year on record for its key product: […]

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Continue reading about Apple Peeled: Getting Under the Skin of iPhone Worries

Sean O'Shaughnessey on October 4th, 2015
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Criticisms that Carly Fiorina is the worst technology CEO of all time fall extremely short of reality. Was she the best CEO? Absolutely not. But accusations that Ms. Fiorina was terrible simply do not hold water for any reasonable analysis of the market HP was in, the state of HP at the time, and the board that she worked with at the time.

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Continue reading about Was Carly Fiorina a failed CEO?

Sean O'Shaughnessey on October 27th, 2010
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Confident Investor comments: Cisco is a relatively recent addition to the Dow 30 and it doesn’t suffer from the lack of performance that claims many other Dow 30 companies. At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

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Continue reading about Cisco Systems, Inc. ($CSCO) Target: $20 Confident Investor Rating: Fair

Sean O'Shaughnessey on August 7th, 2009
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Live stock price feed: Company name: Cisco Systems, Inc. Stock ticker: CSCO P/E compared to competitors: Good Employee productivity: Good Sales growth: Good EPS growth: Poor PE growth: Poor EBIT growth: Poor Target stock price (high): 18.27 Target stock price (low): 11.41 At this price and at this time, I do not think that a […]

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Continue reading about Cisco Systems, Inc. – CSCO