@moneyspin Hi - The conviction level is the same. I keep adding because the stock price is dropping significantly without a company specific event. I understand that software and security companies in general are selling off, but the impact on S appears outsized.

I do plan to provide a broader write-up once I finish updates on other companies.

@stackinvesting Thank you Peter. I value your input. I learn a lot from you! I can understand the bullish thesis for $S - cyber security being mission critical, high growth, profitability improving etc. - and indeed the valuation on $S is low with a multiple of '6' now! So I too am very very tempted to build out my position - I did add a small bit to my position just to satisfy my urge to buy something - but on the other hand given the competition in the security field + considering how this market is punishing companies that are not profitable, I feel it prudent to wait until after they report to add. Of course I will then miss out on any pop then if the ER is good. Unfortuately I lack your level of technical knowledge to be able to enable me to build such a high conviction in $S - I rely more on the numbers and I need another ER to confirm how their profitability is improving. Thank you again.

@moneyspin No problem - I think your strategy makes sense. Even if the next quarterly report is positive and shares increase, you will likely have plenty of upside left. In the meantime, preserving your capital is wise.