Palo Alto Networks (PANW)

They report after the bell today. Microsoft launched two products that directly compete with PANW, which triggered PANW's decline from its all-time high a few months ago. Also, shares popped mostly because it got included in the S&P. MSFT is a real threat. Third, enterprise spending on cybersecurity is slowing.

Buy a third now, buy another at $210, then another at $200. He always buys in thirds. A great one-stop shop for all kinds of cybersecurity, especially for small/medium companies.

Hold it at the current $212. He actually trimmed his position because it's been on a tear this year. They have a strong moat and government contracts. Could add to it in the near term.

His top choice in cybersecurity. Recently added to the S&P. Will be a key beneficiary of vendor consolidation and emerge as one of the leading platforms. Good company, especially next generation products. Expensive PE, but can grow 20%+ free cashflow in the foreseeable future. 

He still strongly believes in these names, but Palo Alto is up 76% YTD while Nvidia is 189%. He just took profits to be prudent and manage risk. Still believes in AI and cybersecurity. Palo has achieved profitability with EPS growth above 85% and revenue growth is 25%. 

His favourite cybersecurity stock. They had 4 straight profitable quarters with revenue growth. He will take some profits, because of its strong move up this year.

A great stock, up 75% this year, boosted recently by it entering the S&P. It's had four straight profitable quarter with revenue growth. Cybersecurity remains strong. That said, he will take some profits with PANW down the line.

Editor's Note: These past picks were made quite recently, and not the usual period of about one year ago. It is in cyber security and is the best of breed. It is buyable today for the long term. You could start with a half position. It is joining the S&P 500.

Reported a solid beat and keeps rallying. A favourite of his. A great CEO. He sees more upside.

As with Meta, she recently sold some shares to now hold a small position. She took profits and is waiting.

Yes, it's an expensive stock, but it's fundamental story of the need for cybersecurity keeps driving this. They had over 80% EPS growth in the last quarter.

A growth name. Fanstastic earnings and revenue growth lately. Good long-term.

There may be more upside, but it's done really well so he's taking some profits.

Trimmed recently on its decent run. 12-month price target of $217.00. Best part is it covers the whole security spectrum. Buy in thirds around $191, 180, and 170. Shouldn't go under $168.

Demand for cybersecurity will continue and not only that will be front and centre. PANW is his pick because the company prioritizes making real money and not illusory earnings and accounting tricks.