FTNT - Fortinet, Inc. 0 WATCHERS

I too have been looking hard at this space as believe secular tailwinds are strong for cybersecurity. They may be 20% off the highs but the p/s multiples still pretty high. The 'leaders' are PANW and CRWD but they are trading at 13 and 30 price/sales multiples. Prettty pricey for …

* DPZ - We're entering are a restaurant recession...and Pizza is very competitive. * FTNT - Pricey at a forward PE of 27.49. Industry is moving away from appliance based security (what FTNT sells) and to the cloud. * OTIS - Mediocre investment IMO. Office real estate is in a …

There are some reasonably good companies in there, but I don't think the valuation is good on any of these. In my opinion: **NVDA** Pretty impressive growth in the current AI boom/hype, but I would be very worried about the CAPEX cycle ending. End customers aren't actually making profit from …

my value stock picks.. Here are my top value picks.. what's wrong with it (in order).. DPZ, FTNT, OTIS, YUM, MA, VRSN, AAPL, AZO, NVDA, ORLY

From Google Gemini: ​Zscaler (ZS): A cloud security company that offers Zscaler Private Access (ZPA), which is considered a modern, "Zero Trust" alternative to traditional corporate VPNs. ​Palo Alto Networks, Inc. (PANW): A leading cybersecurity provider whose platform includes a secure remote access solution called GlobalProtect, which acts as an …

Ahora estoy comprando Meta y Meli, pero espero que caiga mas el mercado para poder comprar SPGI, FTNT y PANW.

I have FTNT personally.

Fortinet. Of the big 4 pure plays (PANW, CRWD, FTNT, ZS, maybe including NET if you're comfortable with 40x sales), Fortinet checks the most boxes *and* trades at the lowest price. -Founder owned, high insider ownership -Highest gross margins -Highest operating margins -Highest FCF margins after subtracting SBC -Lowest SBC …

I have CRWD and FTNT.

If you’re looking for value, I believe these offer the best: TENB, CHKP, OKTA and FTNT I’m no expert in the field though this is just valuation based. And RPD might be a good turn around play if you like being a contrarian

The best ones are $CRWD and $PANW. Both are outstanding companies, but both are rather expensive right now. Another great company is Fortinet $FTNT. I would rank them a notch below the other two, but based on the valuation, this one is the most interesting one right now. In case …

Most will say PANW but I’ll go for ANET and FTNT

Palo Alto Networks (PANW) y Fortinet (FTNT). Son las unicas que generan beneficios neto y tienen poco SBC