Time to Sell Cisco Sytems Stock?

It's always a good idea to track what leading investors are doing on a quarterly basis. Investors in Cisco Systems (NASDAQ:CSCO) likely won't be pleased to hear that two hedge funds founded by billionaire investors (Moore Capital Management and Tudor Investment Corp.) reduced their positions in the last quarter.
While I don't believe in blindly following billionaires, their moves give investors cause to consider whether the stock is worth continuing to hold. Let's take a closer look at the buy and sell cases for Cisco Systems stock.

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Margin Declines Ahead at UPS and FedEx?

If you want to know where a company's heading, it's a good idea to focus on its most important activity. In the case of United Parcel Service Inc. and, arguably, FedEx Corporation , it's their ground services that make all the difference. Both companies' ground operations are benefiting from surging e-commerce demand, but both are seeing margin pressure from a variety of sources.
What's going on, and can UPS and FedEx expect margin expansion in their ground operations, or are they facing protracted declines? 

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Comparing United Parcel Service Inc. to FedEx Corporation

United Parcel Service Inc.'s set of second-quarter earnings gave FedEx Corporation investors a lot of color on industry trends and what to expect when the latter reports. The rivals give earnings in the middle of each other's reporting periods so anything they say is highly informative regarding the other's quarter. Let's take a look at the key things UPS reported that matter to FedEx as it enters its fiscal 2017.

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Best Stocks in the Rail Sector

U.S. railroad stocks are attractive to dividend investors because they have strong business moats and prospects tied to the economy -- and betting on U.S. growth has been a good idea in recent decades. That said, choosing the best railroad stocks still involves analyzing their dividend prospects and valuations.

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Cisco Systems Earnings Analysis

Cisco Systems is best-known for providing the IT hardware (switches and routers) that drive the internet, but investors may need to rethink that view in the future. The company's fourth-quarter results, which were reported Aug. 17, reveal a company generating growth from its non-core product offerings while continuing its transition toward more software and subscription revenue. Let's take a look at trends investors should watch.

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How UPS is Adjusting to the Ecommerce Economy

Investors in package delivery companies United Parcel Service and FedEx Corporation are likely pleased with 2016 so far. In a year when global growth has disappointed, both stocks have outperformed the S&P 500, partially because of both are taking advantage of positive trends in e-commerce growth and the ongoing strength of the consumer.

UPS, in particular, has been firing on all cylinders as of late. With this in mind, let's take a look at UPS's recent earnings call and five ways management is adjusting to circumstances

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AgroFresh Solutions Inc Earnings Review

After a series of tumultuous earnings reports, AgroFresh Solutions Inc. finally delivered results that didn't make stockholders check their blood pressure. With the ship now steadied and food industry veteran Jordi Ferre as the new CEO, AgroFresh investors will be hoping the company can get back to growth. Let's take a look at the second-quarter results.

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IDEXX Laboratories Earnings Review

For the second quarter in a row, animal diagnostics company IDEXX Laboratories (NASDAQ:IDXX) increased its revenue and earnings guidance. While other sectors of the economy are experiencing slower growth, IDEXX's core market -- companion animal diagnostics -- is growing nicely, and the company's 2015 shift to a direct sales model continues to generate impressive sales increases. Let's take a look at the details behind a good quarter of execution.

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Jones Lang LaSalle Earnings Review

The message from Jones Lang LaSalle's  second-quarter results was one of optimism despite weakening end markets. Credit market turbulence in January, followed by a slowing in the global growth environment and the political and economic uncertainty created by the Brexit vote in June, have all hit commercial property markets in 2016. However, both companies' managements remain convinced that the market fundamentals are still in place in order to make progress. Let's take a closer look at Jones Lang LaSalle's earnings and outlook.

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Emerson Electric Earnings Review

The one consistent theme running through the current earnings season has been the weaker-than-expected spending from oil and gas and heavy industry businesses. Just a few days before Emerson Electric (NYSE:EMR) reported earnings, its fellow industrial company Rockwell Automation (NYSE:ROK) reduced its full-year sales outlook referencing delays in large projects in heavy industries. Therefore it was hardly surprising to see Emerson Electric lower its outlook. Let's take a look at what happened in the company's third quarter.

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Cognex Corporation Earnings Review

Machine vision company Cognex Corporation  released guidance that trumped earnings, with management signaling more growth to come. As ever with relatively young and fast-growing companies, Cognex's growth rate will fluctuate, but right now performance is ahead of expectations. Moreover, management is doing a good job of opening up new markets. Let's take a look at what happened in the quarter.

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