
Ep 154: Pedro Palandrani: New Trends In Thematic Investing
Investing With IBD
00:00
Bug Checkpoint Software: The Rocket Ship in the World
Checkpoint Software, Palo Alto Networks, Fortinet, and Norton LifeLog. All four companies on a stock basis are doing really, really well. Checkpoint Software has over 8%. It's over 8% in this ETF right here. One of the companies that I like the most is C-scaler. This is a 100% cloud computing cybersecurity company. So again, everything is kind of software-as-a-service related. And it provides users with access to internal apps without the need to connect to the network of a company.
Transcript
Play full episode