Check Point Software Technologies Ltd. (CHKP)

Forward PE of 14. Generates lots of cash. Almost $5 in cash per share. No debt. High insider ownership. I Like it

They serve a critically important security need.

As the US Military continues to fight its global war, the new defense budget has an increase of $20 Billion and a tenth of that specifically focuses on surveillance and security technology... CHKP will benefit.

The company trade at the same value no matter financial results.

No dividends, no strategic expansion.

The dependence of the web, the wireless availability to emerging economies of nations larger than the U.S. will require this company's protective products.

I love Zone Alarm!!!!

network security stud

just a gut feeling

growth growth growth

They manage their money well and are undervalued if their aggressive buying spree of related companies pay off

M

Checkpoint of 2007 is very much different than checkpoint of 2006.

the acquisition of pointsec is so promising. protect data is active in a very attractive sector.
it looks like pointsec will "fuel" the revenue growth of checkpoint in the next 5 years to come.

Following the herd

solid pick

Good products

Reliable managment

Creative thinking

Strong cash position with no debt. Some recent improvement in earnings and revenue. Estimates show more improvment and stock has shown history of meeting and often slightly beating expectation.

Leader in securing the internet and also expands marketing activities and resources with increased investment and business development.

they have lost some of the inertia

The stock still trades cheap, only 12.5 times a 2009 EPS estimate of $1.85. The company is cash flow positive and the balance sheet is free of debt. Cash on hand is about $510 million. Not only will Check Point be able to survive a more prolonged slowdown, the company could thrive. The company’s large cash balance will give it the opportunity to acquire distressed rivals and increase market share.