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A Couple of Stocks For My Mother


Well, I love my mom, and I also love Pfizer and Cisco at today's prices.

Pfizer, one of the largest drug companies in the world, with Roche and Johnson and Johnson, is an essential part of the world's fabric with an unassailable balance sheet, and a dividend today of 4.6%, at $33.99. That is just to cheap. Total market cap for this massive, modern enterprise is only $193 billion. Just doesn't sound like much. True, enterprise value is $244 billion, but that is modest for the significance of this company.

Cisco fits into a similar pattern. Market cap is similar to Pfizer, at $192 billion for a supremely well managed and diversified business, that is repositioning, however disappointing its strategic directory has been. Cisco, at $45.51, in fact, has an enterprise value of $176 billion, given its cash hoard, underscoring its relative absolute cheapness. Dividend? 3.26%

Sure, I am involved in lots of commodity investments and tech stocks. But these two are easy sleep at night choices for my mom, at today's pricing.


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