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Fortinet

  • 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 »

  • Is it Time to Invest in Telco?

    By Lee Samaha - April 22, 2013 | Tickers: T, FFIV, FTNT, VZ

    We are still early in earnings season but already there are signs that corporations have been affected by a sense of caution in the quarter. Of course these things are part and parcel of an uncertain political environment, and long term investors usually see them as decent buying opportunities. The problem with this approach is that when companies start reporting disappointments it will look similar to what they might say more »

  • A Buying Opportunity With This Tech Stock Crash?

    By Lee Samaha - April 15, 2013 | Tickers: CSCO, FFIV, FTNT

    We are very early into earnings season but already two leading tech companies have reported weaker earnings thanks to a reluctance among telco service providers to close deals. F5 Networks (NASDAQ: FFIV) previously disappointed and now it’s the turn of Fortinet (NASDAQ: FTNT) to warn over missing estimates.

    Fortinet Warns in Q1

    The preliminary announcement of results brought with it some disappointing expectations.

    • Total billings expected to be $147-149 more »

  • A Buying Opportunity With This Tech Stock Crash?

    By Lee Samaha - April 15, 2013 | Tickers: CSCO, FFIV, FTNT

    We are very early into earnings season but already two leading tech companies have reported weaker earnings thanks to a reluctance among telco service providers to close deals. F5 Networks (NASDAQ: FFIV) previously disappointed and now it’s the turn of Fortinet (NASDAQ: FTNT) to warn over missing estimates.

    Fortinet Warns in Q1

    The preliminary announcement of results brought with it some disappointing expectations.

    • Total billings expected to be $147-149 more »

  • A Buying Opportunity With This Tech Stock Crash?

    By Lee Samaha - April 12, 2013 | Tickers: CSCO, FFIV, FTNT

    We are very early into earnings season but already two leading tech companies have reported weaker earnings thanks to a reluctance among telco service providers to close deals. F5 Networks (NASDAQ: FFIV) previously disappointed and now it’s the turn of Fortinet (NASDAQ: FTNT) to warn over missing estimates.

    Fortinet Warns in Q1

    The preliminary announcement of results brought with it some disappointing expectations.

    • Total billings expected to be $147-149m more »

  • Prepare Your Portfolio Now For Cyber War

    By Reuben Brewer - April 1, 2013 | Tickers: FTNT, LMT, FIRE

    The United States is pressing China to stop hacking U.S. computer systems. China denies it's doing anything. How long can we play this game before something really bad happens?

    Pots and Kettles

    The United States and Israel have been accused of using a computer virus known as Stuxnet to target Iran's nuclear capabilities. While the effort certainly didn't stop Iran, it is reported to have materially more »

  • This Hedge Fund Takes a Relatively Balanced Approach…Should You?

    By Meena Krishnamsetty - March 21, 2013 | Tickers: AVGO, CTRX, DXCM, ET, FTNT

    While Buffett, Soros, and Einhorn seem to grab all the headlines, there is an abundance of quality fund managers in the hedge fund world. One such manager is Scott Burney of Bluefin Investment Management, which primarily divides its holdings between the technology and services industries.

    At Insider Monkey, our research has shown that the smart money’s best small-cap stock picks can beat the market by 18 percentage points a 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 »

  • Where Defense Companies Are Ahead Of The Curve

    By Reuben Brewer - February 21, 2013 | Tickers: AMZN, BAC, C, FTNT, LMT, NFLX, NOC, FIRE, NYT

    President Obama recently issued an executive order to boost cybersecurity in the United States. From all of the big cyber attacks that have made the news lately, it seems that this nation's lawmakers are well behind the curve on this issue. Obama was right to act and to request further moves from Congress. Interestingly, however, defense companies are already way out in front on this issue.

    Cyber War

    The more »

  • Tech's Bellwether Signals a Mixed Spending Environment

    By Lee Samaha - February 15, 2013 | Tickers: CSCO, EQIX, FTNT, XXIA, PLCM

    The market didn’t like Cisco's (NASDAQ: CSCO) recent results much, but then again the stock is coming off a very strong run. In summary, I thought these results were bullish overall for US corporate IT spending but less so for Cisco. The company has heavy public exposure and it is going to have to weather pressure on the public purse in the US. Meanwhile, the global picture is more »

  • Why I Bought This Telco Stock

    By Lee Samaha - February 14, 2013 | Tickers: T, CSCO, FTNT, XXIA, VZ

    It’s been a while coming but I’ve finally found a telco stock. I’ve been watching what the Tier 1 carriers have been saying about their capital spending plans and some key trends have been emerging of late. I initially set my heart on taking a closer look at Acme Packet but Oracle scuppered that idea by buying the company! As ever the challenge is to find the more »

  • What Cisco's Earnings Will Tell the Tech Market

    By Lee Samaha - February 10, 2013 | Tickers: ARUN, CSCO, EQIX, FTNT, PLCM

    In general it’s been a better than expected earnings season for technology. Sure there have been some disappointments with cautious enterprise spending and Government cutbacks, but we haven't seen any major IT stock say that the macro conditions are noticeably getting worse. All of which leads us into Cisco System’s (NASDAQ: CSCO) results for Q2. I want to preview them so investors can quickly know what to 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 Might Be Cisco's Next Move

    By Dana Blankenhorn - February 4, 2013 | Tickers: CSCO, FTNT, ORCL

    Oracle's (NASDAQ: ORCL) move to purchase Acme Packet for $1.9 billion, a 22% premium, has rekindled interest in the networking space, as a playground for mergers and acquisitions.

    Cisco (NASDAQ: CSCO) is up in sympathy.

    Some analysts here have been pounding the table for Cisco for some time, like The Fool's own Anders Bylund , expecting stronger spending by “service providers” over the coming year.

    A Service Provider 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 »

  • A Portfolio for 2013 Part II

    By Lee Samaha - December 29, 2012 | Tickers: AYI, FFIV, FTNT, JNJ, WAG

    In the first article of this series, I discussed how I was setting up for 2013. I'm going to get to the process here, but first a recap of the overall portfolio. For the record, my New Year resolution is  to update the portfolio on my blog linked here.

    The current holdings are as follows:

    Technology

    Another interesting area of IT is security. Check Point looks like a value 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.

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