What I Am Buying Today.

[poneyboy]

(11-15-2021, 01:36 PM)fenders53 Wrote:

(11-15-2021, 11:55 AM)ken-do-nim Wrote:

(11-15-2021, 09:57 AM)divmenow Wrote: In on CRWD down $28 on  a bonus downgrade by MS. They missed the boat and wanted in cheaper. Crooks they are lol

Cloud security is certainly a competitive area, and I don't know which company is going to "win".

Palo Alto Networks (PANW) is one of the first and Motley Fool recommended, and has had a big year. 

Here is a nice article on the top cybersecurity companies: https://www.esecurityplanet.com/products...companies/.  They are:

• CloudPassage
  
  
• FireEye
  
  
• LaceWork
  
  
• McAfee
  
  
• Palo Alto Networks
  
  
• Qualys
  
  
• Symantec
  
  
• Tenable
  
  
• Trend Micro
  
  
• VMware
  

Note that CrowdStrike is not on the list.

Useful info.  It is indeed a crowded sector.  Reality is all popular sectors have gone MOMO for a year.  Haircuts are to be expected when you have no current earnings or your PE is 500.  The clear winners are far from known.  You can trade an oversold dip and I occasionally do it.  PayPal is a good example.  They may not be the winner next year but Guru's option trade looked good and it worked out.

Talk about a hack job article lol. Really your going to go by this? I got news for you they left off the best companies in this story. I work in the industry and Crowdsrike is tops. No one is better. Just look at who they have as customers and you will know why.  8 of the ones they have on that list don't even belong on it. I had to laugh