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

Check Point Software Offers A Good Risk-Reward Trade-Off

After a tough couple of years in which analysts and investors questioned whether Check Point Software Technologies (NASDAQ:CHKP) could maintain its market share against more aggressive up-and-comers like Palo Alto Networks (NYSE:PANW) and Fortinet (NASDAQ:FTNT) and whether the company's prioritization of margin over share was the right strategy, 2013 was a good year for the shares. That momentum has been holding up of late, as although Check Point didn't have a great first quarter, the company has avoided a lot of the negativity that has hit Fortinet, Palo Alto, and FireEye (NASDAQ:FEYE) recently.

As a stock, Check Point is a much different proposition than Palo Alto, FireEye, or Fortinet. This company isn't...

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