Watch CrowdStrike, Dollar General, and Kenvue

After trading at a premium since February, cybersecurity firm CrowdStrike Holdings (CRWD) will open down by around 6% today. The firm posted strong revenue growth, with annual recurring revenue topping $4.4 billion in the first quarter.CRWD stock is under pressure from the negative operating leverage. Its 19% top-line growth (on revenue of $1.1 billion) at a valuation of 25 times sales is excessive. The quarter also marks the first time since its IPO that the firm did not increase its quarter-on-quarter guidance.Discount retailer Dollar General (DG) gained 15.85% on Tuesday, adding to an uptrend that started in February – March. Instead of facing higher costs from tariffs on Chinese goods, investors are bullish on its prospects. The firm increased net sales by 5.3% Y/Y to $10.4 billion. It added 156 new stores. It also gained market share in both consumable and non-consumable product sales.Kenvue (KVUE) might bounce back today after losing 6.17% on Tuesday to close at $22.21. The firm, a spin-off from Johnson & Johnson (JNJ), expects seasonal weakness. Allergy medicine and sunscreen sales will weaken at the start of the summer season. This hurts Q2 results.Kenvue already cut its guidance for the year in May. It cited tariffs for forecasting flat growth this year. KVUE stock is not attractive at this time. Wait for sellers to send the stock below $20.00 before starting a position.