Top Cyber Security Stocks to buy in 2019

A company that provides robust data storage, split into different locations. Great for utilities.

(A Top Pick Oct 18/19, Up 4%) Investors are appreciating the steady cash flow. Some day they will be an acquisition target. They have a great niche in the market. They have the ability to grow, although it is not a giant market.

A consulting and outsourcing business. It does not have the same scalability as a software company as its success is based on the number of workers it has. Longer term, this business has a tremendous footprint for its global markets. It plays well into cyber-security concerns. It is valued at 17 times earnings and has…

An outlier among tech stocks, in a downtrend while tech is rising. Company transition has not been smooth, making less money and management pay is egregiously high. There are better tech stocks elsewhere.

Best cyber security ETF? He prefers HACK as it gives diversification. It allows him to trade in and out at will, something not always available with individual stocks.

It is a good ETF and a good index but it is not as huge in its market cap. The mega caps will dominate the returns in the short term and this one might suffer in the short term.

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.

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…

(A Top Pick Sept 11/09. Up 95%.) Owns the “Go To Meeting” brand, which is used by enterprises to manage remote networking and meetings.

An Israeli company playing in the defense space. He does not dabble in the defense space. It is rather on the small side. He would prefer others in this space. These stocks run counter to the economic cycles.

Poster child when it comes to security as a service. Offer software instead of hardware, and the first to get in, so they have a lead. Instead, he owns Palo Alto and Splunk on the cybersecurity side. But it's on their shopping list, once markets settle down.

Interesting company. Basically they monitor Internet to servers. Came out in March with some really disastrous earnings, but since then have come out with 2 really good quarters. Business has really picked up for them. Customers have come back. Have some new products out there. Really good cash flow going now.

His favorite chip stock and he owns it personally. He has a model price over $108 -- over 85% upside. He is not concerned that AAPL will not be buying their chips -- they already sell 120% of their chips. A monopoly, but no one cares. Yield 2.25% (Analysts’ price target is $64.95)

He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.

(A Top Pick Jul 02/19, Up 1%) He still owns this and likes the defense sector. They have a $144 billion in back log orders and that will continue to grow. He thinks global defense spending will continue to grow. Aircraft and missile spending continues to grow. Operations a creating $23 billion of cash in…

Since last week, it might be a company you want to take a closer look at. The long term track record has been quite good. He would prefer BA systems because it has a BREXIT overhang on it.

Software security space? PANW or CYBR would be his picks. Although CYBR stock prices just spiked on recent earnings, so he would wait for a pullback on that one.

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…

The outcome of a merger with United Technology, which had previously spun out their elevator division. She owns this as she held United previously and will continue to hold it. COVID-19 has had a negative impact on their airplane engine division. With lower flying time, there is less repair work required as well. The defense…

A great company. Anti-virus software companies are moving to software as a service model, and this business is getting more competitive. But he doesn't know Symantec's funamentals, though he likes their business model. He would dig further and if it looks positive, then buy it.

5G? CSCO has a 14 times PE ratio and 2.8% dividend yield. They have been able to grow by buying a lot of companies. 5G spending may get delayed in to 2021, so this may reduce earnings this year. They have made acquisitions to be able to compete with their peers.

Capitalizing on work from home theme, cloud business. Expected to continue to fly in the post-pandemic world. Impressive free cash flow. 16 consecutive quarters of positive earnings surprise growth. Paying a bit of a premium for a 15% growth rate, but not a lot of names are dominant as they are. Yield is 0.95%. (Analysts’…