Fortinet

  • 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 »

  • It's Time To Get Serious About The Cyber Threat

    By Reuben Brewer - August 8, 2013 | Tickers: CSCO, FTNT, LMT, RDWR, FIRE

    The news that financial giants like Citi had been hit in a multi-year hacking scheme probably didn't surprise anyone. However, it shows that the United States needs to get serious about this threat. That should boost specialists like Radware (NASDAQ: RDWR) and Fortinet (NASDAQ: FTNT), but also military players like Lockheed Martin (NYSE: LMT).

    Big Names

    The current round of companies hit by hacking includes Citi, Chase, Automated Data 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 »

  • Tech Giant Bulking Up For Cyber War

    By Reuben Brewer - August 2, 2013 | Tickers: CSCO, FTNT, RDWR, FIRE

    Cisco Systems (NASDAQ: CSCO) just announced plans to buy Sourcefire (NASDAQ: FIRE) for $2.7 billion. The move helps bulk the networking giant up in an area where it had started to fall behind. Are Radware (NASDAQ: RDWR) and Fortinet (NASDAQ: FTNT) the next targets?

    All Cash, Bail

    Cisco is paying $76 a share in cash for Sourcefire, an over 28% premium to where the shares traded before the deal 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 »

  • The Cyber War Expands

    By Reuben Brewer - June 17, 2013 | Tickers: FTNT, RDWR, FIRE

    The Untied States is looking to help allies fend off cyber attacks. That's a good thing for this country and a good thing for companies in the cyber defense space.

    Not just a U.S. Issue

    While attacks against domestic computers make the biggest headlines in this country, it's important to remember that the cyber war is a global issue. That fact isn't lost on the U 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 »

  • 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 »

  • Protecting Ourselves From China's Hackers

    By Reuben Brewer - June 3, 2013 | Tickers: FTNT, RDWR, FIRE

    China's government-backed hackers are reportedly back at it again after a brief period of keeping a low profile. Clearly, the cyber war is only just getting started. Three companies that look set for years of growth by protecting us from hackers are Radware (NASDAQ: RDWR), Sourcefire (NASDAQ: FIRE), and Fortinet (NASDAQ: FTNT)

    A Renewed Effort

    “Three months after hackers working for a cyberunit of China’s People’s Liberation more »

  • Growth Picks From The Baron Funds: Part 2

    By Reuben Brewer - May 23, 2013 | Tickers: FTNT, RDWR, SSTK

    Baron Opportunity Fund has been a laggard of late, but that isn't surprising since the fund's express purpose is to invest in up and coming technology and ideas. Sometimes that works out quickly, and other times it takes longer for a good idea to make money. Still, the fund is a good place to start looking for emerging trends. Growth minded investors would do well to consider recent 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 »

  • 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 »

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