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Check Point Software Technologies

  • 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 »

  • This Network Security Company Is Definitely a Value Buy

    By Anh HOANG - March 13, 2013 | Tickers: CHKP, CSCO, JNPR

    Are you interested in a business that has kept increasing revenue, EPS, and cash flow for the past 10 years? In addition, this business seems to be the most profitable business while employing no debt in its operations. It is Check Point Software Technologies (NASDAQ: CHKP). It ranks the second in network security, behind two technology giants: Cisco Systems (NASDAQ: CSCO) and Juniper Networks (NYSE: JNPR). Let’s dig deeper more »

  • Five Reasons to Buy This Stock and Two to Avoid It

    By Lee Samaha - March 4, 2013 | Tickers: CHKP, CSCO, FTNT, JNPR, PANW

    Palo Alto Networks (NYSE: PANW) delivered its latest sparkling set of numbers and confirmed its status as the up and coming force in a competitive IT security market. None of this is in much doubt, but as investors we are not buying the story or the company. We are buying the price of the company. So is the stock worth buying now?

    Five Reasons to Love This Company

    Total revenue more »

  • This Tech Company Just Hit it Out of the Park

    By Lee Samaha - February 7, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    Fortinet (NASDAQ: FTNT) crushed the market’s (and its own) estimates and its full year guidance was above current estimates. The company appears to have hit a sweet spot in the market place with its mix of affordability, performance and sophistication. In summary, Fortinet is now expanding out of its core SMB strength and into larger enterprises where the increasing performance of its solutions are making it attractively priced. In more »

  • What You Need to Know About This IT Company

    By Lee Samaha - January 27, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    I’ve long been fascinated at how different investment perspectives can produce dramatically different conclusions over stocks. The only sure conclusion I’ve drawn with any certainty over the issue is that investors should stick with the investment approaches that they advocate. With this in mind I decided to sell my position in Check Point Software (NASDAQ: CHKP) not because I don’t think it is a ‘buy,’ but because more »

  • This Security Software Company Offers Good Value

    By Daniel James - January 23, 2013 | Tickers: CHKP, SYMC

    Internet security has over the last decade or so increasingly become an important issue, as virtually all transportation of information and capital now takes place through this medium. A number of firms have been able to capitalize new forms of internet crime by offering comprehensive internet security solutions. Symantec (NASDAQ: SYMC) is an example of one of these companies, and aside from delivering strong earnings is also valued inexpensively at more »

  • Royce & Associates Likes This Identification and Security Company

    By Meena Krishnamsetty - January 6, 2013 | Tickers: BRC, CHKP, MANT, FIRE, SYMC

    Royce & Associates recently filed a 13G which discloses that it owns 3.8 million shares of Brady Corp (NYSE: BRC), up from 3.5 million shares roughly three months ago. The new position represents a little over 8% of the outstanding shares. Brady is a $1.8 billion market cap company which primarily provides identification and security software; it also operates direct marketing and precision die-cut products businesses. Royce, which more »

  • Palo Alto Networks Remains a Buy, Cisco Should Listen

    By Richard Saintvilus - December 10, 2012 | Tickers: CHKP, CSCO, FTNT, PANW

    It seems Palo Alto biggest hurdle is its own success. On the other hand that is a problem that most companies would love to have. What the company needs is time. And it would help if investors had more realistic expectations. In the meantime, Palo Alto will be the subject of M&A speculation.

    The company is growing too well not to attract some attention. I still place Cisco at the top of my list of suitors, as I discussed here. I would be adding shares on weakness in anticipation of a better than expected Q2.

  • What This Tech Company's Results Mean for its Sector

    By Lee Samaha - December 8, 2012 | Tickers: CHKP, CSCO, FFIV, JNPR, PANW

    Investors in the IT security sector had a right to approach the upcoming results of company Palo Alto Networks (NYSE: PANW) with a certain amount of trepidation. Competitors have been downgrading expectations and enterprise spending in technology has been weaker as the year has gone by. However, Palo Alto delivered a solid set of results and guidance, and despite the market response (which initially looks to be negative) this should more »

  • Billionaire Thomas Steyer’s New Stock Picks

    By Meena Krishnamsetty - November 29, 2012 | Tickers: CHKP, CBE, MCO, NXY, SHAW

    Billionaire Thomas Steyer serves as a managing member of Farallon Capital Management, one of the largest hedge funds in the world. Farallon’s fundamental analysis encompasses strategies including pure value, merger arbitrage, and event-driven investments. The fund recently filed its 13F for the third quarter of the year, and by comparing this filing to its second quarter filing, we can see which stocks Steyer and his team added to their more »

  • Reviewing Portfolio Performance

    By Lee Samaha - November 2, 2012 | Tickers: CHKP, FB, GOOG, JNJ, MKC

    I’m a great believer in the notion that anyone who writes about investing should at least try to write about his investment performance. In a similar vein, I’ve always found it to be amusing that some investment professionals and journalists trumpet their investment expertise to high heaven yet are incredibly reluctant to outline if they are actually any good at it. Aside from the issue of transparency, I more »

  • This IT Sector is Still Showing Strong Growth

    By Lee Samaha - October 23, 2012 | Tickers: CHKP, FFIV, FTNT, INTC, IBM, RVBD

    The market was right to be apprehensive about Riverbed’s (NASDAQ: RVBD) earnings in the light of two recent disappointments from key bellwethers IBM and Intel, but it turned out to be business as usual for the leader in the WAN optimization market. Or rather it was business as would have been usual before the product transition earlier in the year spooked the market so badly. No matter--the company is more »

  • A Buying Opportunity in These IT Stocks

    By Lee Samaha - October 8, 2012 | Tickers: CHKP, CSCO, FFIV, FTNT, PANW

    IT Security stocks are an attractive but peculiar sector to invest in. I like them in the sense that they offer exposure to an area of IT that corporations will be highly reluctant to cut back on. It only takes another story of a damaging and embarrassing security breach at a large company and CTOs will be signing off on security spending. However, I find it strange because the stocks more »

  • 5 Technology Picks by This Tech-Focused Hedge Fund

    By Meena Krishnamsetty - September 27, 2012 | Tickers: ADBE, CHKP, CTXS, MSI, VMW

    Criterion Capital is a long/short investment fund that focuses on technology, media, and telecommunications investments. As of the end of June, over 75% of the value of the fund’s positions were in the technology sector according to Criterion’s 13F. Criterion makes fundamentals-driven investments in quality businesses, utilizing the diversity inherent in the various technology industries to diversify its portfolio, and also takes short positions to help provide more »

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