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Sourcefire

  • 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 »

  • Friday’s Post-Earnings Movers: Is it Time to Buy?

    By Brian Nichols - February 22, 2013 | Tickers: ANF, FRO, FIRE

    Earnings and earning-related news is the number one catalyst for stock movement. A strong quarter can dictate the direction of a stock for the following three months as can a bad quarter; in the past I have written in detail about such subjects, a domino effect following a strong or bad quarter. In this piece I am looking at three stocks that traded with a considerable amount of volatility. Then 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 »

  • 5 Underlying Trends Supporting GUID

    By Daniel Cook - February 20, 2013 | Tickers: GUID, FIRE, SYMC

    Data, data, and more data— mountains of data in ever-increasing amounts must be protected, preserved, and investigated. Guidance Software, Inc. (NASDAQ: GUID) happens to be the world’s leader in digital investigations, a multi-billion dollar market growing at 10% annually. Sony and TJ Maxx wish they had talked with Guidance before the breach, instead of after.

    Occasionally, the market’s short termism’ provides an opportunity to start a new position more »

  • Noteworthy Upgrades on Thursday

    By Brian Nichols - February 14, 2013 | Tickers: ARUN, NOW, FIRE, WLL

    Sometimes an analyst issues a revised outlook or changes his/her rating, but does not inform investors of the reasons behind the call. These typically move stocks on the call alone; the price target and outlook. However, some analysts provide detailed reasons; these are the outlooks that should be noted and used as part of your fundamental research. Therefore, I am taking a look at such outlooks and determining the 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 »

  • The Unsexy Side of Tech That is Firing on All Cylinders

    By Ryan Guenette - August 29, 2012 | Tickers: CHKP, FTNT, PANW, FIRE, SYMC

    Technology is a common topic of discussion on Wall Street. As Apple has pushed to new all-time highs, becoming the largest company in the history of man, not taking into account inflation, Google has also made news driving higher. Facebook has plunged to new all-time lows as millions of shares were sold by insiders that bought into the company when MySpace was still the king of social. Zynga, Groupon more »

  • Security Firms Fill Data Protection Need

    By Bobbie Johnson - March 27, 2012 | Tickers: CHKP, CSCO, FTNT, FIRE

    The development of advanced products in network security has advanced the fortunes of three security vendors; Sourcefire (NASDAQ: FIRE), Check Point Software (NASDAQ: CHKP), and Fortinet (NASDAQ: FTNT). These data security firms have challenged and gained market share against broader based networking giants like Cisco Systems and Juniper Networks.

    Sourcefire has seen a stock jump of 47% year to date while Check Point saw its second highest closing last week more »