Is CRWD still good for security stocks? Should I add another one?
$Zscaler (ZS.US)$ $CrowdStrike (CRWD.US)$
I see that right now ZS seems to be all the rage. I have about 3% in CRWD and was thinking of maybe adding a little ZS, FTNT, or PANW.
I see that right now ZS seems to be all the rage. I have about 3% in CRWD and was thinking of maybe adding a little ZS, FTNT, or PANW.
Can anyone tell me the difference between these companies with regard to security etc?
Should I just hold CRWD? Or add a couple more names for diversity?
I'm still up about 45% in CRWD after a year even after its 10% decline today.
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Pjun : nice