6 Quotes by Jordan Klein

I think that with a very soft July and August in Europe, combined with customers sitting on their hands for the next quarter, there's just no way CA can get to the growth rates that they were talking about before and I think that they probably realize that and will be more cautionary about near-term growth.

This offering gives ISS a more predictable revenue stream, which is important in today's volatile market.

The security companies and hackers play a continued game of cat and mouse. The security companies set up the trap, and the hackers disengage it. That's why it's important to own shares of these companies. The demand will never be static. Companies will continue to buy new products and invest in security platforms.

This is one of the most visible revenue models of any company you'll find out there.

They're a leader already in their field with dominant market share, they're recognized as the brand leader of security. Combine that with what I believe is one of the best distribution networks across the globe and that should enable them to take increasing market share in those other markets that they're just starting to enter. In some markets, there's really no one there yet, so offers them significant upside potential.

Check Point is highly profitable, which is good in this kind of market, and they're only getting more profitable, so they can't really invest in their business at levels that keep up with the revenue growth. It's a big plus that you're taking about a company that has 45 percent operating margins and investors can actually see real earnings.