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It is tough to argue against the internet security industry being in secular growth mode. As the internet grows and becomes more complex, there is a premium placed on cyber security firms providing cutting edge services to keep things on the up and up.
Opinions about fundamentals aside, the price action in the following internet security firms points to a constructive outlook by the market. We are still in earnings season, so be cognizant of when these guys report. Nevertheless, this is a hot party and one I do not want to miss. In fact, it just might be getting started.
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CHKP is on my watchlist already, good look Chess.
Just exited burrito NQ on Tuesday, cellular security play. May revisit soon.
Dear Chess,
I’m not 100% certain whether you are just finding these pics on the interwebs or are actually involved in taking the photos. If you are INVOLVED with these two I would just like to say… YOU are my hero.
PS. We are going higher! After a brief rest of course.
I thought the one on the right was a dude.
I might maybe talk to the one on the left. They just look like basket cases.
wow! (that’s in reference to the pic).
Even though I’m not a member there (yet), I can see you 12631 guys are having a field day (that’s about stocks). I admire the way you sort of stalked in the grass for a while during the summer and autumn months just warning that it’s not the kind of market to swing trade, and then when conditions changed you adapted and unleashed the capital. Really interesting. I’ve learned a lot just from watching your recaps.