Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Would Check Point Be Better If It Was Just A Little Worse?

It's hard to find many companies that post better-looking financials than security specialist Check Point Software (NASDAQ:CHKP). While this company boasts significant market share, impressive financials, and very strong technology, it does come up short in one of the most critical metrics for tech stocks - top-line growth. With Wall Street already expecting little from this company going forward, it may be worth management's time to consider trading some margin or cash on the balance sheet for a better shot at stronger growth numbers.

Another Disappointment As Sales Growth Slows Even Further

Check Point has given the impression of a business coasting to a stop for a while now, and fourth quarter results aren't going to help. Revenue...

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