### Comment:
What's your PANW play?

### REPLY:
Expecting a fairly good beat, but I’m not confident enough to take a position, but DEFINITELY leaning bullish. 
  
 Edit: let me rephrase. Expecting the stock to move up even on a minor miss, but still expecting a beat.  Also possible it gets a bump short term for money to rotate from the smaller MC security companies to park money here.  
  
  BULLISH but no position.

### END.