TheStreet's Action Alerts PLUS Portfolio Manager Jim Cramer said cyber security stocks are in a rough patch. 'The Palo Alto Networks (PANW - Get Report) conference call other than a few words about guidance was so good,' Cramer said. 'The group had a very high price to earnings multiple and people want Microsoft (MSFT - Get Report) .'

At the time of publication, Jim Cramer's charitable trust Action Alerts PLUS held no positions in stocks mentioned.