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No. of Recommendations: 1
CHKP seems fine, but ~8% revenue growth and reduced EPS doesn't sound all that great to me. But, they for sure should have a secular tailwind.

Huge margins, but going to fall a bit due to hiring.

With threats from Palo and Fortinet, is the FCF yield enough to compensate? That's the question I guess.

I do like the repurchases and think it will outperform if they are boosted. My worry is that this turns into a DLB type situation.
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