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Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

05/08/15 at 6:11 PM CDT

 

 

READ: 7

RPLY: 0

0

0

RECS:0

Sentiment:

Neutral

OT OT Cybersecurity sector

OT - This may be of interest only to me - and I've said before that I can't see how cybersecurity as a sector can't help but grow, given how much large corporations don't want to be hacked for all the obvious reasons. The question is: who to play? Esp. since my knowledge of companies in the sector is small. A while ago, I bought a mid-sized chunk of PANW, and it's been back and forth - mostly forth. I wondered what mutual funds might provide diversity, and from what I've read, there aer surprisingly few ones - altho I would expect that that will change. The one I found apparently only started around last fall, and is listed as HACK on the exchanges. Compared to the sector as a whole, I think I read that they had underperformed a bit. But the sector itself continues to be pretty hot - hard to tell where valuation is over-inflated, given that most all of them are trading at large multiples in anticipation of how much room there is to grow.

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