Mohacsy's Safe Portfolio Member Forum

[cgavin5]

Thanks Nick.
I was an early proponent of cybersecurity software way back when the pandemic began in Feb March and April. Cybersecurity and restaurants. Well, some restaurants have done very well. Others haven't. Most chains will thrive.
Now my thesis regarding cybersecurity was that as all eyes turn to the virus (and the subsequent distractions from this administration) there would be higher threat levels to corporate security. I hadn't thought that government security could be compromised as well.
I had recommended Palo Alto among other stocks at the time.
Earlier this a.m. I believed that Fireeye would be the low priced one to watch. But as in February to April I didn't follow my own reasoning to buy stocks in this sector.
Now cybersecurity is at the forefront with breaches rivaling the Titanic ( and you know what happened with that one ). So, today I finally opened Fireeye at 15.80.
Very late to the party. But I think these companies will become more and more important in the days to come.
I figure this to be a long term hold.