- Dubai a 'Wake Up Call'—Expect Volatility Now: Market Pro
- We're Approaching a Market Bubble: Portfolio Manager
- Hershey Shares: What Options Are Saying
- Best Online Retailers to Buy Now: Internet Analyst
- Dubai Fear is 'Noise'—Stay Fully Invested: Strategist
- Buy or Hold: Analyst Rates 10 Retail Stocks
- My Commodities Outlook after Dubai: Dennis Gartman
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
MOST SHARED
- Timeless and Time-Tested Warren Buffett Watch Predictions
- Goldman Sachs Party Ban: No Gatherings of 12 or More
- Should Homeowners Be Able To Walk Away From Mortgage?
- Dubai World Set to Restructure About $26 Billion of Total Debt
- Nov. 30: Unusual Volume Leaders
- Bove: 26 Banks May Need To Raise More Capital
- Notre Dame Fires Charlie Weis After 5 Seasons
- Blue Nile CEO: 'We're Having the Best Cyber Monday Ever'
- Treasury Threatens Banks, Not Borrowers
- Oil Demand Sees Year-Over-Year Rise, First Since 2007
- Treasury Threatens Banks, Not Borrowers
- We're Approaching a Market Bubble: Portfolio Manager
- Hershey Shares: What Options Are Saying
- Nov. 30: Unusual Volume Leaders
- Why Careful Shoppers Are Great for the Box Office
- Blue Nile CEO: 'We're Having the Best Cyber Monday Ever'
- Best Online Retailers to Buy Now: Internet Analyst
- ESPN The Magazine’s Body Issue: A Financial Success
- Cyber Monday: The Last Vestige of Dotcom Hype
- GE, Vivendi Agree to Value NBCU Stake at $5.8 Billion
- Cutting Jobless Will Take Time: White House's Summers
- White House to Crank Up Pressure on Mortgage Industry
- Treasury Threatens Banks, Not Borrowers
- Dubai World to Restructure About $26 Billion of Debt
- Cramer: Dubai Can’t Sink These 6 Dividend Stocks
- Good Sign for the Economy: 'Greed' Makes a Comeback
- Bove: 26 Banks May Need To Raise More Capital
- The World's Biggest Debtor Nations
RSS FEED
CNBC Stock Blog
Text Size 
Homeland security has been a front-burner issue for six and a half years now. It's been a bonanza for companies involved in protecting Americans from terror and crime, and Brian Ruttenbur indicates there's still a lot of upside.
"We have four companies out there that are growing at 30+ percent internal growth," the Morgan Keegan homeland security analyst told CNBC. "Just about everyone is growing double digits."
Recommendations:
Ruttenbur's first pick among homeland security companies is AuthenTec, a maker of fingerptint-authentication sensors [AUTH
Loading...
()
].
"They're growing roughly 45-50 percent a year, and they're going on laptops and cell phones," he said. "You'll see the first cell phones [with fingerprint sensors] in the U.S. this year."
He also likes FLIR Systems [FLIR
Loading...
()
].
"It's an infrared camera company, growing dramatically...in the defense side of the business, but as much growth in the non-defense infrared-camera business," he explained.
ICX Technologies [ICXT
Loading...
()
] makes sensors and surveillance devices.
"I like their broadness, but one of the products that they have is a(n)...explosive-detection product that you're going to start seeing at airports that can pick up trace amounts of explosive very quickly," he said. "They also have ground-based radar, and as we start securing more infrastructure around the nation and abroad, you're going to see (it) pop up more and more."
Another company on his list is L-1 Identity Solutions [ID
Loading...
()
].
Disclosures:
Ruttenbur's firm has received compensation from ICX Technologies for investment banking services, and has managed or co-managed a public offering of its equity securities during the last 12 months.
A company affiliated with Ruttenbur's firm holds warrants of L-1 Identity Solutions.
Data is a real-time snapshot *Data is delayed at least 15 minutes