top of page
Writer's pictureMohit Kumar

Systems Software Play - BUY Recommendation!

Market Summary:

The major indices are mixed at midday, despite a clearly positive start to the day on Wall Street, as Treasury yields turned higher again, triggering another wave of selling in stocks. The dollar hit a 14-month high against the euro overnight, confirming the global risk-off shift, with the fact that Senate reached a temporary funding deal to avoid a government shutdown also helping the currency. Growth-sensitive commodities and copper, in particular, dropped yet again this morning, suggesting that investors are more and more worried about global growth, despite the improving COVID numbers.


StockBuzzNow Buy Recommendation
StockBuzzNow Buy Recommendation

Stock Pick Summary:

We are not worried by the market pullback and instead are looking to capitalize on it. Today, we add a prolific cyber-security vendor that specializes in endpoint protection, threat intelligence and hunting, attack remediation, and offers various solutions to supplement security and network operations teams. Its cloud-based architecture collects data across all its endpoint agents, analyzes the information within its cloud platform, and updates all of its customers' security posture. It sells packaged tiers of cyber-security protection and offers individual security modules via its online marketplace. It connects all of its customers to an artificial intelligence-powered network.


When a threat emerges, the network collectively defends against the threat and learns from it. The business is rapidly attracting customers -- it had more than 13,000 of them as of its most recent quarter, including 63 of the Fortune 100 and almost half of the Fortune 500. It is expected to hit $1.36 billion in its 2022 fiscal year, which would represent a 56% increase year over year. The cyber-security market will keep growing over the next few decades.


A research estimates that the cyber-security market could grow from $218 billion this year to $345 billion years by 2026, so it is poised to benefit as a leading competitor in the space. With its annual recurring revenue rising 70% in Q2, it is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories. We believe the high valuation is justified and are ready to grab some shares today.


Risk Meter:

Allocation Guidelines:

  • We don't recommend over investing in any stock. Consider starting with a small amount, say 2-3% of your portfolio's overall value, and add a little at a time.

  • You could invest as low as $200-$500 on a pick, and even buy just 1 or 2 shares, if you are new to investing, low on cash or just prefer going slow.

  • For best results, have an intention to hold your position for at least 2 - 3 years in general. However, you can always lock profits sooner if you prefer as every investor has a unique portfolio and different goals.

  • Consider investing in our multiple stock picks (the more the better).

  • The most successful members look to mirror our portfolio as much as possible.

  • Besides the new stock pick, you may also consider diversifying amongst some of the earlier picks from our market crushing portfolio.

  • Be patient and don't allow daily market swings to unnerve you. Remember, we have a pristine track record over last 10 years, so Buzz with confidence and patience.


If you liked this pick and/or plan to open a position in it, please press the Like (Heart) Button below the post.


Keep Buzzing!





Recent Posts

See All

Bình luận


bottom of page