Opinions
Lorne Steinberg
Checkpoint Systems
CKP-N
DON'T BUY
Jul 28, 2021
A company from yesteryear. Revenue coming from firewalls, so revenues are stagnant. Great margins and cashflow, but lots of competition. Need to reinvent themselves. He'd pass.
N/A
Stock price when the opinion was issued
misc industrial products
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Cybersecurity leader from Israel. Trades at 17x earnings, no dividend, down 17% this year because it reduced guidance. This area will become a very important way we look at the digitized world. Expenses have gone up because of new products coming out. These should increase revenue. A few bumps as it moves to a subscription model.
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