CrowdStrike Holdings (CRWD)

Caters more to larger enterprises. A bit pricey to add right now.

The best in cybersecurity. Unfortunate software update meltdown could have happened to anyone. He doubled down when the stock bottomed. Growing rapidly. Probably biggest competitor is SentinelOne.

When it fell off the cliff last July. They lead end point and cloud workload cybersecurity. Shares have rebounded well, but he prefers SentinelOne.

He still believes in the cyber security thesis. Fortinet has a more reasonable valuation vs. CRWD and PANW, but CRWD is gaining a lot of market share, having rebounded from the summer outage.

He added to this when it fell 10% one week for no apparent reason, a disparity to its excellent fundamentals.

It dipped in August, but has recovered. Given this, wait for a pullback.

Hard to think about buying before earnings come out, as it can be so volatile (especially with a company like this). This sector has good secular growth, lots of cybersecurity issues, governments are investing a lot. He owns CHKP instead.

It's recovered the entire loss from July. Cybersecurity demand remains entrenched.

The street rates this a buy or outperform with only 9-10% upside. There's been a steady uptrend since the August low and could continue--trying to recover--but she scores it only 1 out of 10 for value.

He moved into CRWD on weakness. Really likes the space; attacks are only going to get more plentiful and more challenging. Stock's at a pivotal point, just peeked above the 200-day MA. Hard to say if it will get to the $400 level. In a limited space of competitors.

Is the #1 player in the industry. Is still -26% from its highs despite a 33% snapback. 

Still wouldn't go toward CRWD, as it needs to prove itself over a couple of quarters of earnings. 

The leader in cybersecurity, used by many Fortune 500 companies. He bought more on the recent drop following the major outage they caused. He will hold this long term, though the PE is high.

Took advantage of the recent chaos in the name and added a position. People will forget about the outage and come back to the name eventually.

A difficult one. It was one of his top picks, one of the top 10 in his fund. As soon as the plunge happened, he just got out of the way. Then the biggest question becomes, what to buy? He quickly did some homework and bought PANW and SentinelOne.

You're going to have to wait through 2-3 earnings seasons for them to get their mojo back. You could buy here around $265 and $250, shouldn't go under $240. But he'd rather wait for earnings season.