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May 06, 2013
If Check Point can reignite growth, the stock is much too cheap.
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April 24, 2013
Juniper looks cheap, but it will stay cheap if it can't start beating revenue estimates.
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April 11, 2013
Does Fortinet's warning bode poorly for other IT companies?
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April 03, 2013
As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is ...
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February 01, 2013
Fortinet comes through when it really mattered.
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January 30, 2013
Check Point Software Technologies Ltd.(CHKP) reported fourth quarter 2012 with adjusted earnings of 85 cents per ...
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December 10, 2012
Palo Alto is hardly cheap, but the growth/value balance is less unreasonable today.
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October 18, 2012
Check Point's problem is a familiar one in that there's not enough growth to really drive the value.
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October 18, 2012
Check Point Software Technologies Ltd. (CHKP) exited third quarter 2012 with adjusted earnings of 73 cents per ...
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October 17, 2012
Fortinet's only real failure was that the company did not exceed expectations as much as it did before.
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October 17, 2012
The Nasdaq has remained steady, the S&P 500 has increased 0.3% and the Dow remains relatively unchanged this ...
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October 17, 2012
Currently, the Nasdaq has moved little, the S&P 500 has climbed 0.3% and the Dow is unchanged. The technology sector ...
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October 16, 2012
Check Point Software Technologies (CHKP) is scheduled to announce its second quarter 2012 results on July 18, before ...
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October 01, 2012
The market is having a good day so far: the Nasdaq is up 0.7%; the S&P 500 is trading up 1%; and the Dow has ...
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September 11, 2012
Palo Alto is a great growth story in security, but valuation is already steep.
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August 28, 2012
It goes without saying that the revenue and earnings of a company are very important for investors. But don't ...
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August 14, 2012
The market is on the rise this morning. The Nasdaq is trading up 0.6%; the S&P 500 has risen 0.3%; and the Dow has ...
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July 26, 2012
Fortinet delivered good growth in a stock market that badly needs it.
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July 23, 2012
Check Point has ample competition and a philosophy that seems more oriented towards maintaining profits than growing ...
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July 19, 2012
F5's growth may be in a slight lull, but this could be the time to get aggressive. The stock isn't cheap, but its ...
