Q: Hello Team, Considering the strength and outlook, would you prefer to Add to ZS or you see better opportunities - AAPL, FB, AYX, ROKU, NOW that had dropped in price but offer better risk reward. I own all of these but wanted to add money to 1 or 2. ( without sector consideration) . Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good afternoon,
Your thoughts on CRWD and ZS would be appreciated.
Would you be a buyer of either of these companies today?
Do you have other preferences in this sub sector?
Thank you,
Patrick
Your thoughts on CRWD and ZS would be appreciated.
Would you be a buyer of either of these companies today?
Do you have other preferences in this sub sector?
Thank you,
Patrick
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Fortinet Inc. (FTNT $86.19)
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Palo Alto Networks Inc. (PANW $215.17)
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Zscaler Inc. (ZS $315.21)
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Rapid7 Inc. (RPD $19.35)
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CrowdStrike Holdings Inc. (CRWD $509.13)
Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Q: Palo Alto has identified Zscaler as their competition and ripped the company somewhat on an earnings call. The CEO of Zscaler fired back on CNBC with comments such as the below. My question is whether this is a buy with potential based on your knowledge and comments below. It has gone from nearly $90 to $51 in a few months despite seemingly doing well.
"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.
Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.
“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”
"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.
Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.
“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”
Q: Hi
Can I get your outlook for the company
Thank you
Can I get your outlook for the company
Thank you
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FireEye Inc. (FEYE)
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Fortinet Inc. (FTNT $86.19)
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Amplify Cybersecurity ETF (HACK $89.09)
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Zscaler Inc. (ZS $315.21)
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Evolve Cyber Security Index Fund (CYBR $62.17)
Q: looking for an ETF in the cybersecurity space, that will give me some growth
Q: Hi can you comment on earning an guidance thx Kim
Q: Can you comment on zs earning thx Kim
Q: Hi Team, Any views on Zscaler reporting? Is this security worth investing in?Thank-you. Sam
Q: Watched an interview with Jay Chaudhry CEO of Zscaler. Successful at building and selling tech companies. Do you have any thoughts on ZS.
Thx
Gerry
Thx
Gerry