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I sold Cisco holdings and bought Checkpoint instead.. a massive fix is on the way.
Sentiment: Strong Buy
Absolutely, I liquidated my holdings in Potash to load up on CHKP
I'm in as well, except I don't like the late day trading and volume.... no bounce from lows.
With 36% of CHKP’s market cap in cash, valuation keeps us at Buy, but we acknowledge that the multiple is likely to remain compressed until Check Point can show a reacceleration in growth," said Hernandez.