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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: 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
Read Answer Asked by Tom on November 29, 2023
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.
Read Answer Asked by Les on November 21, 2023
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
Read Answer Asked by Andrew on November 14, 2023
Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?
Read Answer Asked by Chris on October 18, 2023
Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard
Read Answer Asked by richard on October 11, 2023
Q: These stocks are all down substantially
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Read Answer Asked by Indra on September 06, 2023
Q: Fortinet dropped 25% after poor billings guidance. Based on that, and the fact that Palo Alto announced around that time that it would report on a Friday, Palo Alto stock dropped 20%. But after Palo Alto reported earnings, the stock jumped, so net Palo Alto is down around 5%. Yet Palo Alto also projected a slowdown in billings. Why did investors like Palo Alto’s earnings report and not like Fortinet’s earnings report? Thanks.
Read Answer Asked by Kim on September 05, 2023
Q: Dear Peter et al:

Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.

Thank you for your answer.
Mano.
Read Answer Asked by Savalai on August 22, 2023
Q: US Cyber Security stocks seem to consolidate lately and form a bottom. Wich one do your prefer for a balance of growth, quality of management, history and balance sheet?

Thanks
Read Answer Asked by Daniel on August 15, 2023
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
Read Answer Asked by Robert on August 15, 2023
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