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.

(A Top Pick Apr 04/18, Up 25%) It always grows organically. The knock against it is that grows modestly at 1-3%. They buyback shares and occasionally do tuck-in acqusitions. But their growth rate has accelerated despite Brexit and American trade issues; they still get the deals they want in those territories. It's trading at higher…

They have done some smart things on the software and autonomous driving side. They have just fallen off the radar for the big investment managers. He likes to be a buyer at $8.50, but there is just not the momentum from the money managers.

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.

Trades at a reasonable multiple. It's a mature market. Gross margins won't expand. They are getting hit by the new China tariffs.

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

This pays a nice dividend. They have a free cash flow yield that approaches 9%, so it is very profitable. Investors can expect to make the free cash flow yield plus any growth. A good start for investors to take a look at.

Prefers Boeing, Northrup or Lockheed over Bombardier at this time

Security is a very important theme in the market. There are a couple of themes that have big tailwinds right now. Certainly the Internet of things, i.e., connected devices to the Internet, which means it is a great thing for semiconductor and software companies. The big issue that a lot of companies have right now…

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…

(A Top Pick Jun 08/18, Down 15%) The geopolitical background has changed. He still likes it and keeps it on his radar. There can come a time when this makes sense again and he will jump back in.

(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.

(A Top Pick Jul 17/18, Up 37%) He has recommended this for many years. The model price is over $73. A back door into blockchain technology. Yield 2.43%

Sell 25% and buy Comcast, Cisco or hold the cash? MSFT has done very well in the last 5 years under the current CEO. They just won the US Defence contract, possibly influenced by Trump. MSFT is one of the most valuable companies in the world. However, if there is a wide market sell-off, MSFT…