INTEGER INVESTMENTS

- The cybersecurity market is growing, and a number of key drivers point to continued industry growth. - Fortinet has a differentiated product and service suite that is currently competing well with larger players, building up a large pool of deferred revenue. - Future growth justifying its price will have to come from Fortinet continuing to establish its niche and a positive consumer response to innovations such as Fabric. - We recommend a SELL on the stock and target price

- Cisco is attempting to pivot towards the security market as part of an overall product restructuring. - Progress is slow, and security still makes up a small proportion of Cisco’s revenues. - Claims that the company can base a quick turnaround on this market category should be met with some caution. To read the full article click here. #Stocks #stockmarket #cisco #security