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Opinions Paul Harris, CFA
Check Point Software TechCHKPTOP PICKApr 06, 2021
It trades at 17x PE. Cybersecurity will be an big issue as companies around the world (the recent MSFT breach is an example). We've digitized so quickly during Covid, so that's led to more security problems, and this won't go away. Federal governments around the world are looking into these bad actors. CHKP has many new products coming to serve the cloud business. They beat their quarter, but offered poor guidance, because they're moving to a subscription-based operation. That said, he expects growth in several more quarters. (Analysts’ price target is $133.10)
Paul Harris, CFAUnknown
$115.15
Stock price when the opinion was issued
$122.37
As of Jun 18, 2026. Market Open.
computer softwareprocessing
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IT security solutions provider. Last year, rested on their laurels. Change in management, upped game. His 12-month price target is $151.50. No dividend.
(Analysts’ price target is $138.27)
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BUY
Cybersecurity is a very important area to own. Secular growth area. US government is putting a lot of investment in. Lots of room to grow.
Paul Harris, CFAOwned
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PAST TOP PICK
(A Top Pick Dec 10/21, Up 15%) Cybersecurity, one of the really big growth areas in tech. Moving to SaaS, which slowed down growth. New products took some time. Growing earnings in an area that will continue to grow rapidly, especially for corporations and the cloud. Moving offsite increases security issues.
Paul Harris, CFAOwned
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PAST TOP PICK
(A Top Pick Jul 22/21, Up 3%) Cybersecurity is a strong secular growth market. Issues from transition to SaaS and new products. Long run, should see strong revenue and free cashflow growth. Continues to buy here.
Paul Harris, CFAOwned
computer softwareprocessing
PAST TOP PICK
(A Top Pick Jun 17/21, Up 2%) No debt and are increasing free cash flow. Cybersecurity is a good secular growth business among governments and corporations. They're transitioning software as a service which hurt them several quarters ago, but they are creating more products. Trades at 18x earnings.
Paul Harris, CFAOwned
computer softwareprocessing
PAST TOP PICK
(A Top Pick Apr 06/21, Up 25%) Cybersecurity is a big secular growth area. Lots of pressure to make sure telecommunications are secure, especially as people work remotely. He'd buy it here.
Paul Harris, CFAOwned
computer softwareprocessing
BUY
Owns stock and likes the tremendous returns on capital/asset light business.
Losing market position to competitors.
Developing new products that are state of the art.
Deferred revenue at 12-14%, is a great predictor of growth.
Jason Del VicarioOwned
computer softwareprocessing
TOP PICK
An Israeli cyber-security firm. Great balance sheet with no debt. Free cashflow growth is positive. The company is a SaaS and revenues have been lumpy over the past little while. Next year should be better. Cyber security is a big issue around the world. An area that will continue to grow and this company can grow with the sector successfully over the next few years. (Analysts’ price target is $132.11)
Paul Harris, CFAOwned
computer softwareprocessing
TOP PICK
Very good area in tech going forward. People working outside the office has created a lot of IT issues in cybersecurity. He anticipates better numbers in the next several quarters. No dividend. (Analysts’ price target is $133.47)
Paul Harris, CFAOwned
computer softwareprocessing
COMMENT
A security company. He is very positive on the fibre security market, but trying to pick names in this area without doing a lot of work is challenging. Earnings from a lot of these companies has been extremely variable. This is one of the names that you could own, because the firm is quite large and global in scope. You might also want to consider an ETF like PureFunds ISE Cyber Security (HACK-N), which would give you exposure to all the different names.
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TOP PICK
Provide security for network communications. One of the leaders in their area. Growth rate has been tremendous. Good earnings.
Ray SteeleOwned
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