CrowdStrike Holdings (CRWD)

Fine growth and amazing turnaround story.

12-month price target of $408, not much room to go. Instead, look at SentinelOne.

RSI of 71, not crazy overbought, and is one of the S&P's best performers so far this year. Has seen a massive comeback since last summer;s massive outage and sell-off. Great job by the CEO.

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.