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• Celestica Inc. (CLS)
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• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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• Shift4 Payments Inc. Class A (FOUR)
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Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Upvote 15

Read Answer Asked by Neil on February 27, 2025

• Palo Alto Networks Inc. (PANW)
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Q: Is this a B/S/H for a long term hold for cap appreciation?

Upvote 3

Read Answer Asked by Tim on February 24, 2025

• Fortinet Inc. (FTNT)
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• Palo Alto Networks Inc. (PANW)
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• SentinelOne Inc. Class A (S)
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• Zscaler Inc. (ZS)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi 5i
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?

Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx

Upvote 4

Read Answer Asked by jim on February 14, 2025