Here’s something I wrote about Cisco yes…

Here’s something I wrote about Cisco yesterday in my Revolution Investing Newsletter:

This one looks like a screaming buy to me right here, right now below $17 a share. Let’s do the math: Cisco Systems Inc. CSCO +1.69% has got $6 plus per share in net cash on the balance sheet. The company will likely earn close to $2 per share next year. (Analysts’ estimates are currently at $1.76 a share for next year, but I think they’ll have to go higher in coming quarters, as Cisco’s streamlining and operating-margin focus will boost bottom-line numbers, while growth in telecom infrastructure will boost the top line.)

We’re talking about a business that’s going to grow two to three times faster than GDP that we can currently get for less than six times earnings. I’ve been scaling into long-dated call options on this one in my personal account, and I think we could catch some big gains in coming years on this one.