1Yr·

Hello dear getquin community,

at $CRWD (-4.42%) I luckily hit the bottom and am now sitting on a profit of over 200%.

Regarding my portfolio, I am (for the size of my portfolio) quite well positioned in the cybersecurity sector with 9- $ZS (-5.29%) (which are also massively up). So my question is: how do you see the future of the company and would you, in my situation, expand the position further if the opportunity arose or realize the profits and invest them in another niche.

I was possibly thinking of adding Daikin Industries, as I see the bottom there as having been reached and find the share very interesting for diversification. Of course, I can also take up the share without realizing my profits with CRWD.

I look forward to your comments

Best regards

14 Comments

Krush82@Krush82

1Yr

I didn't get as good an entry as you did. I'm only up 119%. However, I'm handling it in such a way that I'm simply trading b&h, or expanding the position when the time comes, if it should be underweighted. I am completely convinced of the company. CRWD is also my only play in the CyberSec area. FTNT nix good mMn ;-)

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Nils-ttgalwmp@Nils-ttgalwmp

1Yr

@Krush82 Thank you for your feedback, I also think a lot of the company! The share may fall a little again so that you can add to it. What do you think of Daikin as a Japanese diversification?

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Memo0606@Memo0606

1Yr

@Krush82 fortinet super share also very worth buying at the moment
crwd too expensive

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Krush82@Krush82

1Yr

@Nils-ttgalwmp I only know daikin as an air conditioning manufacturer 😅 but it sounds more like it's not a growth company

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Krush82@Krush82

1Yr

@Memo0606 is rightly so cheap. Hence the low performance. Not interesting for me

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Memo0606@Memo0606

1Yr

@Krush82 crwd is overrated.

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Krush82@Krush82

1Yr

@Memo0606 of course you can see it however you want. The fact is that CRWD has clearly outperformed FTNT and, in my opinion, will continue to do so in the future

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Ben K.@BenKar91

1Yr

@Krush82 same here... buy and hold... CRWD is one of the top picks in this area

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Memo0606@Memo0606

1Yr

@Krush82 nope

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Krush82@Krush82

1Yr

@Memo0606 are welcome to bet on a Fortinet share to see who is right

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Deleted User

1Yr

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Memo0606@Memo0606

1Yr

I also have daikin
I think they are very well rated at the moment
cyber I am team $FTNT

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Nils-ttgalwmp@Nils-ttgalwmp

1Yr

@Memo0606 I also think that Daikin has a promising business model for the future. Fortninet is also interesting, I had also thought about adding it to my portfolio.

In my opinion, there are many interesting cybersecurity companies that could perform very well in the future.

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