It's Tuesday, July 13th, welcome to Marketfoolery.

I'm Chris Hill, with me today, the Chief Investment Officer, Andy Cross.

Thanks for being here.

Hey Chris, thanks for having me.

Always love being on your shows and talking stocks and talking businesses.

So earlier this month on Motley Full Money, Jason Moser, Emily Flippin and I did sort

of, you know, looking ahead to the second half of the year.

And I wanted to get your thoughts on this because I've said before that I think that cybersecurity

as an industry has now moved its way into what I think of as the must have in a portfolio.

Like if you have a diversified portfolio, you've got, you know, 20, 25 stocks and you look

in your portfolio and you don't have any exposure to cybersecurity, you need to rethink that

because I just think the future is so promising for that industry.

That's one of the things I'm going to be watching in the second half of 2021, but what

about you?

Well, Chris, I didn't know you were going to mention cybersecurity.

I think that is definitely one.

I'll mention something differently, but I think looking at cybersecurity in the market,

companies like Zscaler, like CrowdStrike, which we've talked before and recommended

to the Motley Full, I think are exceptional companies, both founder led, both business

with really high growth rates, adding to their revenue profile, expanding their products.

So I think you're dead on with cybersecurity.

That's a great one to watch.

...