Cisco Stock Forecast: The Anti-Huawei Witch Hunt Is A Global Tailwind For Cisco

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • The anti-Huawei position of the CIA and the United States is a tailwind for Cisco.
  • The elimination of low-pricing specialist Huawei means Cisco can sell more of its network routers & switches.
  • Cisco and Huawei are also fierce global rivals in server computers. The United States and its allies can also disrupt Huawei’s server sales.
  • Cisco’s Artificial Intelligence and Deep Learning business can also benefit if Huawei doesn’t win any non-China customers.
  • I Know First has a slightly bullish algorithmic 12-month forecast for CSCO. Monthly technical indicators and moving averages trends also rate CSCO as a buy.

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ANET Stock Forecast: Why Arista Networks Remains A Strong Buy

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Cisco and Arista has settled their court battle last year. Arista is now free to keep on taking away networking/data center customers away from Cisco.
  • Compared to Cisco, Arista’s revenue performance over the last five years showed it is the better investment for growth-minded investors.
  • ANET has notably higher valuation ratios than CSCO because it is perceived as the firm with the better growth potential. Cisco is too big and too old, it cannot grow fast anymore.
  • Arista’s management and engineers are former Cisco employees. Arista therefore has the technology and contact lists to disrupt Cisco’s small and large enterprise businesses.
  • I Know First has bullish algorithmic forecasts for ANET.

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JNPR Stock Forecast: PTX, 400 Gig, and Contrail will Drive Juniper Networks’ Revenue

   


This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.    




Summary

  • Juniper Networks Delivers Better-Than-Expected Results for Q1 2018

  • Cloud Routing is Suffering Short Term due to the Transition from MX to PTX

  • Cloud Switching has Positive Outlooks Attributable to 400 Gig Development

  • Service Provider is Looking Strong Thanks to Contrail and SD WAN

  • Valuations Methods Suggest JNPR is Currently Underpriced

  • I Know First’s Algorithm Forecast is Bullish for JNPR in the Long Run

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AMD Stock Forecast: 3 Driving Forces of AMD’s Long-Term Bullish Outlook

   


This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.    




Summary

  • Strong sales of Ryzen APU’s contributed to high earnings in Q1 2018
  • Radeon GPU’s showed strong mining revenue
  • AMD EPYC’s have doubled in sales
  • I Know First’s algorithm is bullish for AMD in the long run

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Cisco Stock Forecast: Cisco Has Toppled Microsoft As The Global Leader in Collaboration

Cisco Stock Forecast: Cisco Has Toppled Microsoft As The Global Leader in Collaboration:

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Summary:

  • Microsoft was the long-term leader in collaboration software which allows teams of employees to increase productivity via online cooperation/communication of ideas.
  • However, the most recent report of Synergy Research convinced me that Cisco is now the race leader when it comes to collaboration software.
  • Cisco taking the lead in collaboration software is a good reason to add this company to your long-term portfolio. Cisco is the king of on premise collaboration solutions.
  • The future of enterprise productivity will get more increasingly dependent on collaboration software. However, Cisco will have to focus more on cloud-based solutions.
  • I Know First has a buy signal for CSCO based on the stock’s one-year algorithmic market trend forecast.
 

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Cisco Stock Price Forecast: Cheap Valuation, Strong Moat, and Solid Dividend Makes Cisco A Buy

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Cisco Stock Forecast

Summary:

  • Compared to its peers, Cisco is relatively undervalued. Bargain hunters looking for a cheap play to Internet of Things and cyber security should consider Cisco.
  • Cisco’s low valuation has resulted in it giving a dividend yield of 3.7%. Income-focused investors should now add Cisco to their dividend portfolio.
  • Yes, Cisco is a slow-growth tech company. However, this mega-cap networking firm is likely to shrug off any downturn or recession.
  • Cisco has $62 billion in overseas cash. If President Trump’s proposed 10% overseas tax is approved, Cisco will have more than $55 billion to buy more companies.
  • CSCO has optimistic algorithmic trend forecasts from I Know First. The stock is unlikely to dip for a prolonged period this year.

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Intuit Stock Prediction: Accounting Software Leader Intuit Has More Upside Potential

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

INTU Stock Prediction

Summary:
  • Intuit’s stock posted a new 52-week high of $140.25 after it reported better-than-expected Q3 FY 2017 earnings.
  • In spite of stiff competition, Intuit’s QuickBooks Online accounting SaaS product still posted 59% growth in subscribers, bringing the total 2.2 million.
  • QuickBooks Online also saw a 79% Quarter-over-Quarter growth in its international subscribers, bringing the total to 433,000.
  • The success of QuickBooks Online is why Intuit remains a leader in the global Enterprise SaaS. QuickBooks Online also appeals to medium and large enterprises.
  • INTU has positive market trend algorithmic forecasts from I Know First. It is therefore recommended to go long on INTU right now.

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