Sourcefire, Inc. (FIRE)
The Company is a provider of intelligence driven, open source network security solutions that enable its customers to protect their computer networks in an effective, efficient and automated manner.
Recs
good product, small size, good record. Takeover.
Recs
Positive earnings surprise.
Recs
This is another one I wished I had picked up a few months ago, but it looks they will continue to stay strong.
Recs
High 3 month RS and 10 StockScouter rating
Recs
This technology is not keeping up with our younger groups
Recs
Sourcefire has a great product and is a huge player in the market. They are poised to pick up even more market share and the company should turn profitible very soon.
Recs
Sourcefire is a fantastic company with a pretty good outlook if you ask me so let it drop a tad bit more, I'll just scoop more up. There's nothing more pleasant than knowing the government is a good customer of your security technology. It means for a steady customer and solid growth of 20M in revenues each year. FIRE will be solidly profitable in 2008 trading at a forward multiple of just under 25. What is truly staggering is the $4 in cash per share with zero debt that the company maintains. Do the math, you're paying $2.20 after cash for a company growing revenues at 20% a year. This company earned 18M in 2004 and should crank out nearly 70M in 2008, thats rapid growth! Little downside here with so much cash on hand.
Nero
Sagetrade
Recs
Open source security appliance well positioned for gov and military
Recs
The competition to garner internet security contracts and individual customer is fierce - I don't think Sourcefire has the brawn to stompout its competitors large and small. . .
Recs
Cons: No moat, No profit, To dynamic of a market. On the plus side they do have the best product and is actively used by many government agencies. Also they are potential buy out target.
Recs
Stock got knocked down to original IPO pricing levels, undervalued.
Recs
Decent company, but more importantly to me, it was priced low because of recent market turmoil. This IPO could have easily been priced at $22-$25, but analyst's wanted to make it more attractive to lure us Fool's in. Worked on me. Also watch Big Band this week (BBND). It will also be priced low. ($10-$12)

RSS Headlines
Fool UK
- Show Me:
-
Outperform
-
Underperform
-
All
- Sort by:
-
Author
-
Recs
-
Date
-
Member Rating
-
Results 1 - 12 of 12