Check Point Software Technologies

  • Opportunities in Security Software

    By Daniel James - August 19, 2013 | Tickers: CHKP, CSCO, FTNT

    With cybercrime as a growing threat in today’s world, many opportunities exist for tech firms that develop software to counter these attacks. Especially in the lucrative enterprise market, there is a growing need for digital protection. Check Point Software Technologies (NASDAQ: CHKP) is an industry leader in enterprise network security software. With a history of solid earnings growth, the firm also has several opportunities for expansion in its core more »

  • Is This Tech Stock About to Make a Comeback?

    By Lee Samaha - August 5, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    It’s been a difficult year for investors in IT security company Fortinet (NASDAQ: FTNT). They have been forced to watch the stock fluctuate wildly, and then settle at a price similar to which it began the year. On the one hand, Fortinet's underperformance to the Nasdaq is justified; throughout 2013, the company has been lowering full-year guidance. On the other hand, the key to investing is always to more »

  • 6 Reasons to Buy This Low-Rated Tech Company

    By Lee Samaha - July 29, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    Whether rightly or wrongly, the market always seems to want technology companies to deliver growth, or they will be punished with low valuations. Consider the case of low-rated IT security specialist Check Point Software (NASDAQ: CHKP).  The company generates huge cash flows, and holds a significant portion (over 30%) of its market capitalization in cash. On the other hand, it’s estimated to only grow earnings in the 6% to more »

  • Investors Are Overlooking These Pure-Play IT Security Companies

    By Delian Naydenov - July 22, 2013 | Tickers: CHKP, FTNT, PANW

    Check Point Software Technology (NASDAQ: CHKP), Fortinet (NASDAQ: FTNT), and Palo Alto Networks (NYSE: PANW) are three leading pure-play IT security companies that should benefit from increased use of and dependence on computing power. The difference between the pure-play IT security companies and similar products offered by larger companies is like buying a dollar coffee cup from a gas station and a $5 customized java beverage from Starbucks. The main more »

  • Three Solid Plays in Cybersecurity

    By Rupert Hargreaves - July 15, 2013 | Tickers: CHKP, PANW, SYMC

    The cost of global cybercrime worldwide is unknown, with estimates ranging from a couple of million dollars to over $250 billion a year, or $388 billion including cleanup costs. The costs may be unknown, but what we know for sure is that the costs of cybercrime are being matched by government and corporate spending to prevent it. For instance, on average, a company will spend $9 million recovering from a more »

  • This Company Is a Buy With a Great Business Model

    By Jaiyant Cavale - June 24, 2013 | Tickers: AVG, CHKP, SYMC

    With online security becoming increasingly important, security stocks will continue to be attractive investment options. I had discussed the importance of the three major antivirus makers, Intel, AVG Technologies (NYSE: AVG) and Symantec (NASDAQ: SYMC) in my previous article, and this time around let's us take a look at Check Point (NASDAQ: CHKP), an Israeli IT and data security firm. With development centers in Israel, Belarus, Sweden and the more »

  • Why These 3 Tech Companies Are a Good Investment Opportunity

    By Damian Illia - June 19, 2013 | Tickers: CHKP, EMC, CRM

    Although plenty of Tech companies offer great growth prospects and market out-performance, the last ten years have taught me to invest more wisely. Instead of looking for humongous growth, I search for companies that offer sustainable -and attainable- expected growth rates, plenty of cash to back its development and an economic “moat” to keep competitors at bay. EMC (NYSE: EMC), Check Point Software Technologies (NASDAQ: CHKP) and SalesForce.com (NYSE: CRMmore »)

  • Zoom Technologies Inc. Revealed Q1 Results

    By Ajay Goel - June 15, 2013 | Tickers: CHKP, CHA, ZOOM

    Zoom Technologies Corporation. (NASDAQ: ZOOM), a top developer and producer of cell phone devices and electronic devices recently revealed its first-quarter results of the year 2013. Business earnings for the period of time turned down by 54 % to $8.7 million, when compared to the $16.1 million business earnings published in the exact same period of time this past year. A decline from continuous operations came to $1.1 more »

  • Notes From the Latest Tech Crash

    By Lee Samaha - June 10, 2013 | Tickers: CHKP, FFIV, FTNT, PANW

    The most surprising thing about Palo Alto Networks' (NYSE: PANW) recent results were that the market was surprised by them. In truth it has been a difficult first quarter for technology companies, and despite having defensive characteristics (IT security threats are definitely not going away) its sector hasn’t been oblivious to the difficulties. In summary Palo Alto missed estimates and guided lower than the market consensus with the usual more »

  • Investors Still Overpaying for Palo Alto Networks

    By Mark Holder - June 5, 2013 | Tickers: CHKP, JNPR, PANW

    Even with Palo Alto Networks (NYSE: PANW) trading down substantially after reporting weak earnings the stock is still overvalued. The stock was one of the hottest IPOs in 2012 and has always traded at lofty market multiples.

    Palo Alto Networks is a leading supplier of next generation network security for enterprises, service providers, and government entities to secure their networks. The company forecast up to 45% revenue growth in the more »

  • Can This Network Security Company Deliver More Growth?

    By Vladimir Zernov - June 4, 2013 | Tickers: CHKP, CSCO, JNPR, PANW

    Did you know that online advertisements are 182 times more likely to deliver malicious content than pornographic sites? The diversity of online threats grows each year. There’s no wonder that businesses want to protect themselves from various malicious content and extensively use software and hardware that enhance their network security.

    Recent report

    Palo Alto Networks (NYSE: PANW) is one of the companies that plays in the field of network more »

  • Don't Overlook These Secure Safe Havens

    By Brendan Marasco - June 3, 2013 | Tickers: CHKP, FTNT, MANT, PANW, FIRE

    People want to be safe. Whether protecting personal information, securing payment networks, or harboring private data, security is necessary. The same holds true for investments.

    The Problem

    The raging global security phenomena and increasing political turmoil pose many threats to governments, institutions, companies, and people. Pondering our times can be frightening, especially when considering the expansion of web-based services. We ask ourselves “If a government agency was hacked, is my more »

  • Wall Street Is Bullish on This Fast Growing Tech Stock

    By Anh HOANG - May 31, 2013 | Tickers: CHKP, BLOX, FIRE

    Recently, Infoblox (NYSE: BLOX) jumped as much as 15% after impressive third-quarter earnings results. Shareholders of Infoblox must be very happy as its share price has increased around 40% since the beginning of the year. Should investors buy Infoblox after its recent spike? Let’s find out.

    Improving third-quarter results

    In the third quarter, Infoblox generated around $58 million in revenue, 33.6% higher than last year. Most of its more »

  • What I Bought and Sold This Quarter

    By Lee Samaha - May 15, 2013 | Tickers: COF, CHKP, FAST, INTC, PPG

    I would rather forget last month. After nine months of gains, I hit a nasty double digit loss. In truth, this sort of thing was inevitable and the preceding months were as much a part of the process as last month was. The previous month’s write-up and links to others can be found here. I do this stuff because I happen to believe that anyone writing about investment should more »

  • Can This IT Security Play Hit Guidance?

    By Lee Samaha - May 9, 2013 | Tickers: CHKP, FFIV, FTNT, PANW

    A few weeks ago IT security company Fortinet (NASDAQ: FTNT) helped kick off a pretty dismal reporting season for technology by pre-announcing a weak set of results. Since then a plethora of other companies have reported and given a myriad set of reasons and excuses for missing. I think it’s fair to conclude that there was a marked reluctance among business to sign off on large tech deals in more »

  • Hedge Funds’ 5 Best Cybersecurity Investments

    By Meena Krishnamsetty - May 8, 2013 | Tickers: CHKP, EMC, FTNT, GD, SYMC

    Throughout the daily news, we often run across stories of hackers stealing money electronically, or breaking into a database and lifting important information. If it was not for the companies that develop cybersecurity products, such kinds of stories may make headlines more often. In fact, in the era where IT is involved in essentially every aspect of our day-to-day lives, players like General Dynamics (NYSE: GD) and EMC Corporation (NYSE: EMCmore »)

  • This Company Is the Coca-Cola of the Internet Space

    By Shmulik Karpf - May 2, 2013 | Tickers: CHKP, KO, FTNT

    If there's one piece of Buffett advice that investors should always live by is to try and invest only in companies with exceptionally high economic goodwill. By that, he means companies that are able to deploy their capital efficiently and have relatively low costs of maintaining their operations. Such companies can deliver their excess cash back to the hands of shareholders. 

    The ultimate example

    When Buffett first bought into more »

  • A Mixed Set Of Results For This IT Security Play

    By Lee Samaha - April 27, 2013 | Tickers: CHKP, FFIV, FTNT, PANW, RVBD

    It’s very easy to get a bee in your bonnet with investing, and there are certain issues and metrics that just become the one big thing that guides the performance of certain stocks. In the case of IT security play Check Point (NASDAQ: CHKP) it is its falling (and now negative) product and license sales growth. In summary, there are mitigating circumstances, and there was some good news in more »

  • The Key Earnings For The Week of April 22

    By Lee Samaha - April 22, 2013 | Tickers: CHKP, CTXS, SWK, VFC, YUM

    It’s another huge week for earnings. In this article I've suggested some of those companies that I find interesting and provide some ideas for further research. It’s also a good time to try and check the underlying trends in the economy versus what individual companies are saying about them.

    Monday

    BE Aerospace and Hexcel are two of the most interesting stocks in the aerospace sector. The latter more »

  • Why This Security and Big Data Play Is Doing Well

    By Lee Samaha - April 2, 2013 | Tickers: CHKP, HPQ, NICE, VRNT

    Verint Systems (NASDAQ: VRNT) is one of those stocks that you buy because you think it’s good value and then get bored with as the market ignores it for ages. Then one day you look again and realize that suddenly somebody noticed it and it's up sharply. The buzzwords of big data, cyber security, customer relationship management (CRM) and data analytics all seem to trigger market interest, and more »

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