FTNT : Analysis & Opinions

  1. Is This The Turn For Check Point?

    July 18, 2013
    Check Point may have bottomed out with its product revenue growth, and the shares still seem cheap on a cash flow basis.
  2. Check Point Software Could Be A Second-Half Rebounder

    May 6, 2013
    If Check Point can reignite growth, the stock is much too cheap.
  3. Fortinet Stumbles, Making Tech Investors Very Insecure

    April 11, 2013
    Does Fortinet's warning bode poorly for other IT companies?
  4. A Big Bet On Cyber Security

    April 3, 2013
    As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is quickly becoming ...
  5. A Solid Showing Shores Up Fortinet

    February 1, 2013
    Fortinet comes through when it really mattered.
  6. Growth Investors Turn Insecure About Fortinet's Growth

    October 17, 2012
    Fortinet's only real failure was that the company did not exceed expectations as much as it did before.
  7. For Palo Alto Networks, Valuation Is Secondary Today

    September 11, 2012
    Palo Alto is a great growth story in security, but valuation is already steep.
  8. Check Point Is In Its Competitors' Crosshairs, But May Be Too ...

    July 23, 2012
    Check Point has ample competition and a philosophy that seems more oriented towards maintaining profits than growing them. ...
  9. A Trader's Guide to Ancestry.com (ACOM)

    June 7, 2012
    Online family history and genealogy resource Ancestry.com (NASDAQ: ACOM) popped on Wednesday as news came through of the ...
  10. Websense Looking For A Better Model

    March 12, 2012
    Websense has seen its free cash flow conversion rate go in the wrong direction. Although the stock is inexpensive, the expectations ...
  11. Fortinet Secures Another Beat

    February 2, 2012
    Fortinet has the growth, but not the value.
  12. Check Point Looks To A New Model For Familiar Success

    January 19, 2012
    Check Point is an IT security company that keeps evolving and has a history of good returns.
  13. 2011 In Review - Software Stagnates

    December 30, 2011
    Software had a down year, but many stocks outperformed.
  14. Blue Coat Now Somebody Else's Problem

    December 13, 2011
    Struggling Blue Coat gets rescued by private equity.
  15. Lofty Expectations Sink Riverbed, Fortinet And F5

    July 25, 2011
    A trio of growth tech stocks have come under withering selling due to worries about growth pace.
  16. Time For Cyber Security Stocks

    June 21, 2011
    Learn which stocks are poised to grow from the increasing need for computer network security.
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