We're buying the excessive dip since last week's earnings in our newest stock

We're buying 200 shares of Cisco Systems at roughly $67. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 1,200 shares of CSCO, increasing its weighting to about 2.2% from about 1.8%. Cisco stock, a Dow 30 name, has dropped around 5% since last Wednesday's strong earnings report and upbeat guidance, but we see this pullback as an overreaction and an opportunity to bulk up our position. Sure, the quarter was not clean, and we've aired some grievances about the large security revenue miss. But CEO Chuck Robbins did a great job explaining how the weakness came mostly from the U.S. federal government, which has experienced severe budget cuts. The rest of world security orders increased by double digits. Also, about two-thirds of Cisco's security portfolio grew above 20%, givin