Q: Good morning you fabulous people.

The bloodbath is far too late haha.

I'm looking for the top cyber security company at this time based on future growth and current value.

Is the premium for PANW worth it? Or is FTNT the steal here?

If you have another you'd place above these that's a little ahead of itself (PLTR) please give me your pick.

This is a TFSA holding for me. That is US based growth and longterm.

Thank you!

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Q: Could you please rank your top 3 software security companies that you like today. thank you.