CSCO quarterly report – an important read

Cisco is a kernel element in my equity portfolio. The company released earnings this week and held the ritualistic earnings conference call. I will write more about this in the next week or so … it has big implications to the 5G timing.

Regardless, I will not be immediately adding to my position (which is minimal right now ~4.0% of equity portfolio). Patience is merited here. I am also sure that an army of analysts will provide their insights (mostly to take capital from your account). I will be adding more to CSCO but like in comedy, timing is everything.

Here’s the transcript for your own reading

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