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Jul 31, 2022
Interesting Psak: don't make a siyyum
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Tweet of the Day
.@jews4andy and @sunrisemvmtoc closing out Shabbat with Havdalah, the ceremony to welcome in the new week and the work for justice ahead 🕯 pic.twitter.com/dbYekHZGc5
— IfNotNow🔥 (@IfNotNowOrg) July 31, 2022
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Politics isn't worth it
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#96 - Behind the Bima: Dan Grunfeld (video)
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Headlines Podcast: 7/30/22 – Shiur 381 – The Warsaw Ghetto - The Uprising: Was it Halachically sanctioned? (audio)
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trying gefilte (video)
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WOW. Kibbutz in The Negev Desert. Walk at 40°C/104°F. SDE BOKER, ISRAEL (video)
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Batzalel Verker - tatale | vocal (video)
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Jul 28, 2022
Quote of the Day
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Interesting Psak: dont give handouts to people collecting
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CheckPoint Software is kosher for portfolios
This is another in a series of articles about Israel-based
companies that appear to be a potential investment opportunity. People ask me
my opinion when I speak to community and business groups how they can best help
Israel and participate in the growth of the startup nation? Always consult your
broker, lawyer, and accountant before making investments. Read the full article
https://www.gurufocus.com/news/1836221/check-point-software-the-future-of-cybersecurity
Disclaimer: Please be advised that
neither the author or Life in Israel, its affiliates, its employees or agents
accept liability for any errors, omissions or damages caused by this
communication or its attachments, or which may otherwise arise as a result of
this communication transmission. Dr. Harold Goldmeier, Business Teacher
and Consultant
Summary
- Check Point
produces excellent margins and is a profitable stalwart in the
fast-growing cybersecurity industry.
- Its market
cap is up to over $16 billion through organic sales growth rather than
M&As.
- The company
finished the last quarter holding $3.8 billion in cash and equivalents.
- I predict a
double-digit increase in the share price given the company's long-term
potential.
Among
the more established leaders in the fast-growing cybersecurity industry is the
Israeli-American Check Point Software Technologies Ltd (CHKP, Financial).
Check Point has impressive margins, and I believe its conservatively managed
balance sheet, in combination with its leading cybersecurity technologies and
established market present, could help propel the company and its shares even
faster than the overall industry in the coming years.
Market
growth
Cybersecurity
is the future of defense. Governments, businesses, medicine, transportation and
every other computerized service will not survive the migration to the cloud
without sufficient data protection. Fortune Business Insights claims the global
cybersecurity market is on track for a CAGR of 13.4% to surpass $376 billion by
2029.
Company
profile
Check
Point’s business plan is neat and to the point; it develops, markets and
supports network, endpoint and data cybersecurity software. Services include
management and organization assessments, solutions and training. Its primary
target sectors are 50% software and 38% internet software services.
Management
tends to be conservative in its approach to business. For instance, Check Point
has acquired just one company in the last five years, Avanan, in August 2021).
It has made a total of 17 acquisitions since its 1993 founding.
Check
Point would be able to aggressively pursue M&As if it so wished. In my
opinion, management is too conservative in this torpid period of inflation and
lower valuations.
Valuation
As
of this writing, Check Point's market cap is $16.36 billion. Short interest is
less than 2%. Shares sell for $124.06 apiece; this is about the midpoint
between that stock’s 52-week high of $149.62 and low of $107.85. The share
price has recently moved in concert with the stock market and tech stock
trends. It might climb to $140 per share range if interest peaks and the tech
market trembles abate?
Check
Point reported strong first-quarter results in April 2022. Revenue grew 7% year
over year, substantially beating the consensus estimate. Products and licenses
grew 6%, and security subscriptions were up 13.6% year over year. Quantum,
CloudGuard and Harmony products were best sellers in the first quarter.
The company finished
last quarter holding $3.8 billion in cash and equivalent. Its gross profit
margin is 87.67%. The net income margin is 36.43%. Check Point’s margins are
among the highest in the cybersecurity industry, and it is profitable. I am moderately bullish on Check Point, primarily
because the tech industry is volatile and Check Point has both an powerful
product lineup and a solid balance sheet.
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deep in the ground: a look at the cemetery being built deep in the depths of Jerusalem (video)
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Eye on Israel: Dr. Mordechai Kedar- "8-State Solution" (video)
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Gideon Sa'ar speaks to i24NEWS from Morocco (video)
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Night Walks in The City of JERUSALEM. Jaffa Street (video)
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Zemiros Choir - GASangen Acappella (video)
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Jul 27, 2022
Matan Kahane to Yesh Atid?
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get your teudat zehut without waiting
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will Rebbe Nachman come through?
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Take 2 with Rabbi Aaron Kotler (video)
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Ben Shapiro: Most US Jews aren't Jewish in their identity (video)
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NEGEV DESERT. Extreme Descent Down a Dangerous Crater in Search of Wild Animals (video)
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Jul 26, 2022
striking for screaming
2. they are closing and going on strike because someone walked in and screamed at them? If that is a justified cause, the entire country should shut down and be on strike all the time, there is so much rudeness and screaming going on all over the place. Then again, sometimes it feels like that is exactly what is happening.
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no mechitzas allowed
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Jewish Money / Financing Shana Rishona of Marriage (video)
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Rabbis vs IDF regarding female service, pt 1 (video)
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Hidden Gems of Israel: Ein Almin (video)
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TEL AVIV. What Could Be More Wonderful than Beautiful and Happy People (video)
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Jul 25, 2022
Shemitta Kashrut Alert in UK
I asked KLBD for clarification on the shemitta issue. The following is their response:
The heter
mechira is designed to assist farmers and residents of the Land of
Israel through an extremely difficult time, whereas for those living
outside of Israel there is far less need to rely
on this halachic loophole, which has been strongly challenged in the
halachic literature. Thus, the traditional practice of the London Beth
Din, the main European Batei Din and the American kashrut authorities is
NOT to rely on the heter mechira.
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who is right , who is left
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Phone vs Wife
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let the people choose
There is some crazy situation going on how in advance of the Likud primaries, and the Likudniks are torn as to how to deal with it.
A lawyer named Yoni Jorno has announced that he is running for a slot on the Likud list. Big deal, a couple hundred other people are as well.
Well, Jorno, it turns out, was arrested some 20 years ago for involvement in a weird kidnapping case involving a Filipino foreign worker. He was convicted, served some jail time, blah blah blah.
Likudniks are now not sure what to do with him. Let him run and let the Likud look bad? Don't let him run? It seems the ranks are torn as to how to handle the situation.
One thing I know is that they cannot really refuse his candidacy. Considering the head of the party has been indicted for several crimes and is sitting in trial for them, pushing away someone else who served his time, paid for his crime, while letting Netanyahu continue to sit atop the Likud would be pretty hypocritical. Especially because the Likud keeps repeating the mantra that the people have to be left to choose who they want as their leaders in a democracy and the leadership cannot decide that for the peoople. They say that to fight against the movement to prevent Netanyahu from running while under indictment, so they cannot now turn around and prevent this Joprno fellow from running - let the people choose.
That being said, they do not have to support him and promote him. Let him fail to earn a realistic spot like tens of other candidates.
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#95 - Behind the Bima: Chava Willig Levy (video)
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Palestinians: Why are there refugee camps in Palestine? (video)
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Former Jerusalem Mayor and Likud MK Nir Barkat discusses political future (video)
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JERUSALEM OF GOLD: Mount of Olives ➡ Old City ➡ Machaneh Yehudah Market (video)
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Jul 24, 2022
divorce is going to the birds
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Quote of the Day
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Headlines Podcast: 7/23/22 – Shiur 380 – The Halachic Challenges of living at home with a non-religious child or spouse (audio)
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LIVE: International Conservative Conference with Ben Shapiro | In Tel Aviv - Israel (video)
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Guest Host Mark Rober Gives Jimmy Kimmel’s Money to Good Samaritans (video)
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Night Race. MACCABIAH IN JERUSALEM - The Largest Jewish Sports Competition
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KOSHER LUXURY IN THE SKY!! Flying Etihad Business Class TLV - AUH - JFK (Inaugural Flight) (video)
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Jul 18, 2022
she left Biden hanging
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The Bibi-Cult Medallion
אמיתי - בכנס הליכוד הערב בגבעת זאב עונדים לח״כ ישראל כ״ץ תליון זהב בדמות נתניהו שמהווה ״שרשרת הצהרת נאמנות״. העונדת היא היידי מוזס שמתמודדת בפריימריס pic.twitter.com/BQUlgFnj13
— דפנה ליאל (@DaphnaLiel) July 17, 2022
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#94- Behind the Bima: R' Moshe Meir Weiss (video)
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Arab Israelis: Do you have Jewish roots? (video)
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Ari Lesser - 17th of Tammuz Blues (video)
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JERUSALEM TODAY. From The Jewish Quarter of Old City to Machaneh Yehudah Market (video)
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Yonina- Veliyerushalayim Ircha (video)
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Jul 17, 2022
Picture of the Day
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Tweet of the Day
צום יז' בתמוז נקבע לדורות מפני שהדברים הקשים אשר אירעו בו לעמנו ציינו את תחילתו של חורבן המקדש.
— Matan Kahana מתן כהנא (@MatanKahana) July 17, 2022
בעיניי, התיקון הגדול בדורונו הוא להפוך את היום הזה דווקא לתחילתו של בניין - מתוך אהבת חינם.
צום קל ומועיל לכולם.
Matan Kahane, outgoing/acting Minister of Religious Affairs tweeted:
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Headlines Podcast: 7/16/22 – Shiur 379 – Beis Din in contemporary society (audio)
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The unclassified version of the video shown by Israel to President Biden (video)
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LIVE: Departure Ceremony for US President Joe Biden (video)
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JERUSALEM. Looking for JOE BIDEN: Center ➡ King David Hotel ➡ Old City (video)
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Yonina- Al Tira (video)
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Jul 14, 2022
Quote of the Day
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Interesting Psak: crying out "father" at funeral
Kikar is reporting on an interesting psak given by Rav Bentzion Mutzafi.
Rav Mutzafi, one of the leading Sefardi poskim, was asked if it is ok for children to eulogize a parent, a father specifically, at the father's funeral, and also to call out "Abba" - Father!, at the funeral, as some do in grief.
Rav Mutzafi responded that the minhag in Sefardi communities everywhere is that a son does not eulogize his father. Only at the conclusion of the shloshim period, the first 30 days of mourning, does the son eulogize. Rav Mutzafi says this has been the minhag from early generations, and he heard so as well from Rav Bentzion Aba Shaul zt"l.
Rav Mutzafi added that the fact that we commonly see son's eulogizing the father today is a mistake and was adopted form the Ashkenazim. Many do so not knowing it should not be done. In the days of Rav Yosef SHalush, in Jerusalem, nobody would dare eulogize his father at the funeral as Rav Shalush would tell him off and not allow it.
In the sefer Sdei Chemed it explains that children should not follow the body in the funeral procession, nor call out "father" in grief, as it arouses the mazikin, the dangerous demons and forces...
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President Joe Biden interview with Yonit Levi, Channel 12 (video)
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LIVE: US President Biden Visits Yad Vashem with Prime Minister Lapid and President Herzog (video)
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JERUSALEM. AROUND THE OLD CITY. Morning Walk Along the Walls (video)
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- Ulpanat Tzviya, Kululum Style Yom Yerushalayim Medley (video)
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Jul 13, 2022
Quote of the Day
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LIVE! US President Joe Biden Arrives in Israel (live video)
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Picture of the Day
no idea who gets credit for this picture |
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