I just started reading the new MF book. After reading the Gardner boys first test for a rule breaker --- Top dog, first comer in an important and emerging industry (sorry if that's not verbatim as I am writing this out post off the top of my head). In any case, I believe CSCO (obviously a rule maker in data networking)should also be considered a RB. The important and emerging industry? Voice over IP (CEO John Chambers is talking about revolutionizing the "telephone" industry).First comer? YesTop Dog? TBD (beween CSCO and LU -- I give the nod to CSCO since it knows data networking.)Thus, I would consider CSCO a very attractive RB, as it has already demonstrated its ability to become a RM.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra