Top Cyber Security Stocks to buy in 2019

He is looking at investing in this one personally. Very speculative and very early stage growth opportunity. Have software that takes advantage of the “dark” cores in computers. Computers were not able to keep up to speed so ended up having computers coming with 2 and 4 cores. They will use the unused cores and…

Dead money for quite a few years. The technology was tied to laptops but now everyone is using tablets. Thinks earnings will come through with earnings from Samsung agreement.

There is a secular theme where companies will continue to spend on IT development. The industry is growing between 5 and 6%, roughly twice the growth rate of the economy. They can now make another acquisition and he is watching for potential catalysts.

They are exposed to hot emerging areas: self-driving cars and the internet of things. It is also very well-run. He looks at this stock sometimes. On his radar.

Cyber security. [Caller concerned about risks of an ETF failing] An ETF does not fail, but they could close it if it did not work. It costs $25k-$30k per year to run an ETF. You need about $8-10 Million in the ETF to just start making money. There is only $2 Million in it right…

He doesn't know some of the stocks in this. MER isn't bad at 55 basis points. An interesting ETF, though nich-y for him. If you want to take on some of the risk, there's nothing wrong with this one. An interesting part of the marketplace and increasingly important. But what is the quality of the…

Doesn't know a lot about this one. Buying on dips is a good way of going, but make sure the company is making real money and that there is tangible growth in the cash flow.

Good valuation. A lot of cash. Expects them to buy back shares.

Wait for further fundamentals to develop.

Israel’s largest publicly traded defence contractor. It is divided into 3 segments. One third is being the largest drone producer globally with the broadest product line. The average drone is military and about 7 years old, and thinks they are going to get replaced. A second third is traditional defence electronics such as fire control…

This cyber-security business just reported earnings and highlighted the growth in demand for their end-product. He does own this in his portfolio.

Dominates in application network controllers with 45% market share. Integral and necessary part of the evolution towards Cloud computing and consolidation of data centres. Could be a triple to a 5 bagger stock in the next 5 to 6 years.

The chart is a rounded-U formation in the past 12 months. It looks a little oversold, and has broken a short-term trendline. It will probably land to $45. Wait till it consolidates. Maybe the worst is over. There isn't a real direction, so keep an eye on it.

Telco spending is down. Cisco is strong competition. Could drop further.

Trump is going to spend a lot on defensive. The guest has a company called Harris instead. But this space is a hold. Add on a pullback. It is a position you should have in your portfolio.

Prefers Boeing, Northrup or Lockheed over Bombardier at this time

(Top Pick Aug 29/12, Down 33.31%) A disappointment for him. Grew service business, but we are seeing a shift away from infrastructure stocks. IT is a service rather than licensed hardware and software. Would not have expected this to affect them this quickly. Don’t be quick to sell it.

A cybersecurity company that protects email. He likes their international growth opportunities. They seem to be latching onto Microsoft Office's 365; the more MSFT goes into the cloud, the more customers will need email protection, which is where PFPT comes in. He sees 25% upside in the next 12 months. He's been adding to his…

Defense and intelligence company. The world's getting meaner and nastier. Of all the defense companies, it has the largest exposure to cybersecurity, which is where the next war will be fought. So it's going to be big business. Global leader. Yield is 2.11%. (Analysts’ price target is $208.24)

(A Top Pick Apr 11/06. Down 9.8%.) A quality company that will be around for the long-term. Completed a fairly big merger where the market didn't understand the synergies. Competition threats have been overblown. Well diversified.

It benefits from Huawei's woes. He likes CSCO. It pays a small dividend.

Take profits? They do everything right. Maybe take a little off the table, but hold onto most of your shares.