The whole sector, except perhaps for SDTI looks very appealing in terms of earnings and sales that offer real value now at super-discount prices. Take a look at AXNT, CHKPF, SCUR, NETA, VRSN, CYLK, besides, of course, CYBG.
The security issue has not gone away, only taken a back seat temporarily. One week ago IBD's group index for Computer Security Software was at 119. Yesterday it had come back to 70 out of 197 groups. Tomorrow it looks like it could well be closer to 50. The point is : SENTIMENT IS CHANGING RAPIDLY AGAIN IN FAVOR OF THESE STOCKS. I, TOO, HAVE BEEN BUYING FOR THE LAST WEEK, DIVERSIFYING WITHIN THE GROUP. |
