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Cisco Systems continues its strategic pivot from hardware to software with steady dividend growth as it redirects resources to ai and innovative software services.

As cyber threats evolve, cybersecurity investing takes center stage in protecting our interconnected future

Gen Digital Inc. is pursuing an AI-first approach to cybersecurity in an expanding market as it continues to grow both revenues and earnings.

Gen Digital Inc. offers a rare combination of 30% revenue growth, 19% earnings expansion, and a strong market position.

CGI Inc. investors continue to benefit from organic growth and accretive acquisitions, with a downside cushion from a contract‑driven, government‑heavy base.

Gen Digital Inc. delivered another 10.6% earnings gain as cybersecurity demand strengthens and the firm’s AI tool boosts its offering.

Gen Digital reports 4% higher revenue and 11% higher earnings as it significantly expands its customer base & customer retention.

RTX Corp. (formerly Raytheon Technologies Corp.) hits new all-time highs on unprecedented global demand.

Cisco is navigating the transition to next-generation networking technologies with strong positions in high-growth markets including AI.

Cisco Systems Inc. is capitalizing on the AI infrastructure boom while maintaining operational excellence across its core segments.

Top 2025 pick IBM Corp. is demonstrating explosive growth in enterprise AI adoption, positioning it as a dominant force in the burgeoning AI market.

TSI’s latest Globe and Mail column: 6 sustainable dividend-paying takeover candidates -- these aren’t traditional M&A plays.

Explore how marketing tactics borrowed from casinos and consumer goods shape ETF marketing and its industry. Learn how Canadian investors can apply skepticism and sound judgment when choosing ETFs.

Gen Digital is trading at a low valuation of just 12.2 times forecast earnings even as its current profits rose 13.5% in the most recent quarter.

RTX (formerly Raytheon Technologies Corp.) soars past expectations as the defense giant settles legacy issues and focuses on future growth.

Henry Schein Inc.'s significant new investor and new board members should spur positive changes at the company.

Rockwell Automation should benefit from key trends such as computer chip advances, electric vehicles, and EV battery manufacturing coming to the U.S.

Top pick RTX Corp. (formerly Raytheon Technologies Corp.) reports a record order backlog thanks to military demand – the shares have gained 26.3% this year.

SYMANTEC CORP. $24.10 (Nasdaq symbol SYMC; TSINetwork Rating: Average)(650-527-8000; www.symantec.com; Shares outstanding: 680.7 million; Market cap: $16.1 billion; Dividend yield: 2.5%) continues to strengthen its fast-growing cybersecurity business while getting set to split off its Veritas Technologies division.

Corporations are spending more on cybersecurity following highprofile attacks on Sony, Home Depot and Target. Symantec is taking advantage of this trend by hiring more programmers. It has also cancelled unprofitable contracts and simplified its product lines.

These moves cut the company’s profits by 10.2% in its fiscal 2015 fourth quarter, which ended April 3, 2015, to $299 million, or $0.43 a share, from $333 million, or $0.48. Sales fell 6.2%, to $1.55 billion from $1.65 billion—though if you disregard the U.S. dollar’s negative impact on Symantec’s overseas sales, its revenue rose 1%.

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SYMANTEC CORP. $18.99 (Nasdaq symbol SYMC; TSINetwork Rating: Average) (650-527-8000; www.symantec.com; Shares outstanding: 612.3 million; Market cap: $11.5 billion; Dividend yield: 1.6%) continues to strengthen its fast-growing cybersecurity business....

FAIR ISAAC CORP. $102.33 (New York symbol FICO; TSINetwork Rating: Average) (415-472-2211; www.fairisaac.com; Shares outstanding: 31.4 million; Market cap: $3.1 billion; Dividend yield: 0.1%) is now applying its FICO credit-scoring software expertise to other businesses. Fair Isaac plans to soon launch a cybersecurity product that uses artificial intelligence to find abnormal activity on corporate networks. That technology is similar to what banks use to identify fraud. A number of FICO’s existing customers tested the new security product. It was in development for more than two years....

FAIR ISAAC CORP. $96(New York symbol FICO; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 31.4 million; Market cap: $3.0 billion; Price-to-sales ratio: 3.5; Dividend yield: 0.1%; TSINetwork Rating: Average; www.fico.com) is best known for its FICO Scores computer program, which helps lenders make better decisions about customer creditworthiness. It also makes software that helps credit card issuers control fraud and analyze cardholders’spending patterns. The company is now applying its banking expertise to other areas of cybersecurity. It recently won a patent for a system that monitors corporate networks for suspicious activity or online attacks. It received another patent for a similar program that helps power, gas and water utilities detect unusual consumption patterns. However, the stock trades at a high 29.4 times the $3.26 a share that Fair Isaac will probably earn in its 2016 fiscal year, which ends September 30, 2016....

SYMANTEC CORP. $18.82 (Nasdaq symbol SYMC; TSINetwork Rating: Average) (650-527-8000; www.symantec.com; Shares outstanding: 675.5 million; Market cap: $12.9 billion; Dividend yield: 3.2%) continues to strengthen its fast-growing cybersecurity business. It’s also selling its data backup and recovery operation. In its fiscal 2016 second quarter, which ended October 2, 2015, Symantec’s earnings fell 9.3%, to $301 million, or $0.44 a share, from $332 million, or $0.48. Sales declined 7.4%, to $1.5 billion from $1.6 billion. Businesses continue to spend heavily to protect their data from online intruders. However, sales to consumers fell as the company shifts users to a cloudbased service. That will make it easier for them to receive security updates and encourage them to renew their subscriptions. Symantec expects to complete these conversions in mid-2016....

Hackers’ attacks create big headlines as well as big business opportunities for security firms like Check Point Software, but it’s a very competitive field.

SYMANTEC CORP. $24 (Nasdaq symbol SYMC; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 690.3 million; Market cap: $16.6 billion; Price-to-sales ratio: 2.5; Dividend yield: 2.5%; TSINetwork Rating: Average; www.symantec.com) sells antivirus software and other computer security services.

Home Depot (New York symbol HD) recently hired Symantec and another firm to help investigate a major data breach. Online intruders secretly installed software on Home Depot’s systems that let them steal about 56 million credit card numbers and related data, but not personal identification numbers for debit cards.

Symantec has been trying to expand in the fast-growing cyber-security software/services market, and this contract will give it a lot of industry credibility.

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