Looking to invest in the cyber security sector?
Stephen "Sarge" Guilfoyle weighed in on the sector, and his thoughts based on Zscaler (ZS) .
He took to his daily Market Recon on Real Money to break down the thoughts on the subject.
"Just when is a complete lack of trust a good thing? I have written you on this topic in the past, but it certainly has been a while. Several months back, I confidently got involved in cyber-security, Zscaler to be more precise. Money had to flow into the group. That was what I thought. I was wrong... for a while anyway. The industry from the perspective of equity stakeholders had become overcrowded, over-valued, and many investors hardly new the differences between the firms. Money went the other way over the final three or four months of the year. The tensions between the U.S. and Iran got a bit messier. Talk of some kind of coming cyber attack became a hot topic. Investors suddenly noticed juts how cheap some of these stocks had become," wrote Guilfoyle.
Following the column, Guilfoyle joined TheStreet on the floor of the New York Stock Exchange to talk about his thoughts on cybersecurity, and, of course, his advice for investors.
Watch the full video above for more.