Connect with us


Finance: Get smart with cyber security stocks



PHUKET: The recent New York Stock Exchange (NYSE) trading halt triggered a brief rush into cyber security stocks on renewed fears of yet another serious hack attack.

While that incident was apparently caused by a computer malfunction, it shows just how jumpy investors are when it comes to the possibility of a new high-profile hack similar to the one that hit Target in 2013, during which as many as 110 million customers may have had their personal data stolen, or the embarrassing Sony hack allegedly carried out by North Koreans, and then again with the recent news that the Chinese may have stolen employee data of millions of US Federal employees.

Given the steady stream of high profile hack attacks, investors might want to take a closer look at the following important cyber security stocks along with their returns:
Large cap Palo Alto Networks Inc (NYSE: PANW) offers an enterprise security platform with a firewall to prevent data leaks or hacks. Shares are up over 50% year to date (YTD), up around 145% over the past year and up almost 260% over the past five years.

Israel-based large cap Check Point Software Technologies Ltd (NASDAQ: CHKP) offers a range of IT security products and services, including anti-virus products. Shares are flat YTD, up more than 20% over the past year and up over 140% over the past five years.

Mid cap Fortinet Inc (NASDAQ: FTNT) offers high performance network security products and services plus it has the third-highest market share in security appliances after Cisco Systems and Check Point. Shares are up nearly 40% YTD, up 75% over the past year and more than 420% over the past five years.

Small cap Imperva Inc (NYSE: IMPV) offers cyber and data center security products. Shares are up 40% YTD, up 215% over the past year and up more than 160% since late 2011.

Israel-based small cap Cyberark Software Ltd (NASDAQ: CYBR) is focused on securing customers in the financial services, energy, retail and healthcare markets. Shares are up 41% YTD and up more than 85% since last September.


Aside from the usual risks, it’s worth mentioning that individual cyber security stocks tend to face intense competition globally, while small cap players may have limited product lines, markets, financial resources or experienced personnel.

There is also a limited pool of good IT security personnel who tend to command high salaries – meaning there is intense competition for staff at cyber security companies and their private or public sector customers.


The PureFunds ISE Cyber Security ETF (NYSEARCA: HACK) was launched in November 2014 as the world’s first cyber security ETF for investors who do not want the risks associated with choosing individual cyber security stocks.

HACK seeks to replicate (after an expense ratio of 0.75%) the price and yield performance of the ISE Cyber Security Index by investing in a portfolio of 32 stocks providing cyber security solutions that include hardware, software and services.

As of mid July, approximately 70% of the ETF was invested in US stocks with another 16% invested in companies based in Israel and the remainder in companies based elsewhere. HACK has also achieved a respectable performance of about 25.5% since its November inception and has a market cap at about the $1.3 billion level.

Don Freeman,BSME is president of Freeman Capital Management, a Registered Investment Advisor with the US Securities Exchange Commission (SEC), based in Phuket. He has over 15 years of experience working with expatriates, specializing in portfolio management, US tax preparation, financial planning and UK pension transfers. Call for a free portfolio review. Don can be reached at 089-970-5795 or email:

— Don Freeman


Get more from The Thaiger

Join the conversation and have your say on Thailand news published on The Thaiger.

Thaiger Talk is our new Thaiger Community where you can join the discussion on everything happening in Thailand right now.

Please note that articles are not posted to the forum instantly and can take up to 20 min before being visible. Click for more information and the Thaiger Talk Guidelines.

Archiving articles from the Phuket Gazette circa 1998 - 2017. View the Phuket Gazette online archive and Digital Gazette PDF Prints.

Follow Thaiger by email:

Malaysia6 hours ago

Malaysian beauty salon gets makeover as dentistry school

Thailand7 hours ago

Northern floods tragedy – Monks unable to help

Tourism7 hours ago

Xi’s Bangkok APEC trip to open tourist floodgates

Sponsored3 days ago

10 Best Seed Banks that Ship Cannabis Seeds Discreetly to You (Free US Shipping)

Pattaya8 hours ago

Police to curb Pattaya Beach drinking after student gun fight

Phuket9 hours ago

9th and 10th monkeypox infections found in Phuket

Coronavirus (Covid-19)10 hours ago

Face masks still required on public transport, in cinemas

Join the conversation on the Thaiger Talk forums today!
Cannabis News11 hours ago

Pattaya man attacked at gunpoint for selling cannabis

Crime11 hours ago

Police seize 60 suspects in online ‘ghost guns’ sting

Thailand11 hours ago

Bangkok Secret Nightlife – Bangkok Red Light District Secret Museum

Coronation12 hours ago

King Charles III debuts on UK coins

Politics1 day ago

Vladimir Putin officially annexed four parts of Ukraine

Transport1 day ago

Phuket Airport officials pulled tourist from van, insisted they use airport taxi

Thailand1 day ago

Thailand’s strange laws – 10 strange laws in Thailand

Politics1 day ago

The long goodbye – Which way now for PM Prayut?

Pattaya1 day ago

Pattaya Police Chief cleared of vice slurs, back on duty

Thailand1 year ago

Morning Top Stories Thailand | Police to end protests, Human Trafficking | September 14

Thailand2 years ago

Thailand News Today | Thai Airways in rehab, All go for Songkran | March 4

Tourism2 years ago

Phuket’s nightlife. Yes, bars and clubs are still open | VIDEO

Phuket2 years ago

Thailand News Today | Covid passport talks, Thai Airways heads to court | March 2

Tourism2 years ago

Phuket Thai food treats you need to try | VIDEO

Thailand2 years ago

Thailand News Today | Bars, pubs and restaurants ‘sort of’ back to normal | Feb 23

Tourism2 years ago

In search of Cat & Dog Cafés in Phuket Town | VIDEO

Thailand2 years ago

Thailand News Today | Gambling crackdown, Seafood market to reopen, Vlogger challenge | Jan 21

Thailand2 years ago

Thailand News Today | Covid testing for visas, Business impact, Vaccine approval | January 19

Thailand2 years ago

Thailand News Today | Weekend Bangkok bombs, Thailand fires, Covid update | January 18

Thailand2 years ago

Thailand News Today | Stray car on runway, Indonesian quake, 300 baht tourist fee | January 15

Thailand2 years ago

Thailand News Today | Governor off respirator, sex-trafficking arrest, condo prices falling | January 14

Thailand2 years ago

Thailand News Today | Chinese vaccine, Thailand ‘drug hub’, Covid update | January 13

Thailand2 years ago

Thailand News Today | Bangkok may ease restrictions, Phuket bar curfew, Vaccine roll out | January 12

Thailand2 years ago

Thailand News Today | Covid latest, Cockfights closed down, Bryde’s Whale beached | January 11