Q: Could you please rank your top 3 software security companies that you like today. thank you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Could you please provide your top 3 stocks in the cyber security field?
Thanks
Dave.
Thanks
Dave.
Q: In your opinion does the insider selling at FTNT seem unusually high and for an unusually long time? The trend seems negative to me. Thanks for your opinion.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Tenable Holdings Inc. (TENB)
- CrowdStrike Holdings Inc. (CRWD)
Q: Dear 5i, can you please provide some Canadian and US listed stocks that you consider best of breed related to the Cyber Security theme. Many thanks!
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Tenable Holdings Inc. (TENB)
- CrowdStrike Holdings Inc. (CRWD)
Q: Could you please provide the 1 and 3-yr revenue and eps growth projections for fortinet? In your opinion, is it a buy or do you have a better suggestion for this sector?
thx,
thx,
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi,
I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!
What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.
I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!
What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.
Q: Dear Peter et al:
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Tenable Holdings Inc. (TENB)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello Team,
How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?
What is a good entry for each? Thank you!
How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?
What is a good entry for each? Thank you!
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Tenable Holdings Inc. (TENB)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello, I am interested in the cybersecurity space and I am interested to have your opinion of PANW for a 5-10-year hold. I look at PANW because I only want to buy CDRs. Thanks.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Roblox Corporation Class A (RBLX)
Q: Hello,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Q: I held equal positions in Crwd Ftnt and Panw. Last week I trimmed 1/3 of my Crwd at 363 when it bounced up for a large gain. Crwd has dropped back a bit to the 320s. I am thinking of selling my Panw at a small gain and buying back my Crwd and adding to Ftnt.
What do you think of this plan? I appreciate all your good advice.
Thanks Peter
What do you think of this plan? I appreciate all your good advice.
Thanks Peter
- Accenture plc Class A (Ireland) (ACN)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- FTI Consulting Inc. (FCN)
- Booz Allen Hamilton Holding Corporation (BAH)
- CrowdStrike Holdings Inc. (CRWD)
Q: Digital Currency
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
Q: hi folks:
would you agree that panw and crwd are the 2 'best' (of the better) c-security firms?
if so, and given the market hit panw is taking, would you consider it a worthwhile upgrade (high grade) to transfer FTNT or even from hack/cybr (realizing an etf should be less volatile) to one of the above 2?
thanks in advance
would you agree that panw and crwd are the 2 'best' (of the better) c-security firms?
if so, and given the market hit panw is taking, would you consider it a worthwhile upgrade (high grade) to transfer FTNT or even from hack/cybr (realizing an etf should be less volatile) to one of the above 2?
thanks in advance
- Descartes Systems Group Inc. (The) (DSG)
- Advanced Micro Devices Inc. (AMD)
- Fortinet Inc. (FTNT)
- Palantir Technologies Inc. Class A (PLTR)
- UiPath Inc. Class A (PATH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would you consider a good entry point for these companies?
Q: Hello,
Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?
Thank you.
Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?
Thank you.
Q: Can you comment on the earnings and outlook for Fortinet?
- Cisco Systems Inc. (CSCO)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Splunk Inc. (SPLK)
- CrowdStrike Holdings Inc. (CRWD)
Q: In a 5iR response on Wednesday about CRWD, there was mention that "its (CRWD) performance seems better than many peers (not all)". And me, wondering what these "better" peers are???.....The reason for asking this is that if they are larger in market capitalization, I might be interested in investing in one....Keen to know about these peers.......Many thanks.....Tom
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.
Q: Can you explain FTNT and PANW drop on earnings and mostly how if you think it can impact or not CRWD?
I think they droped because of lowered previsions and i see some insiders selling but no buying.
I think they droped because of lowered previsions and i see some insiders selling but no buying.