Q: Hello 5i, I know you like CRWD as a cyber security company. Over the last 3 years FTNT has increased by 190% whereas CRWD has increased by 61%. I know that past performance is not a guarantee for the future, but if you had to buy just one today which one would you buy? Would you sell CRWD and replace it by FTNT? Thank you
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Dear Peter et al,
May I ask you to give me 3 solid companies in Cyber security field with NO debts, Good Growth track record and Dividends. Dividends not as important as zero debt and growth potential. Lastly if they are US based and not in other countries that would be a bonus.
You can add the names of the stocks in the stem of my question.
Many thanks.
Mano.
May I ask you to give me 3 solid companies in Cyber security field with NO debts, Good Growth track record and Dividends. Dividends not as important as zero debt and growth potential. Lastly if they are US based and not in other countries that would be a bonus.
You can add the names of the stocks in the stem of my question.
Many thanks.
Mano.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Evolve Cyber Security Index Fund (CYBR)
- CrowdStrike Holdings Inc. (CRWD)
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- 3M Company (MMM)
- Pfizer Inc. (PFE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- CrowdStrike Holdings Inc. (CRWD)
Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
- Enghouse Systems Limited (ENGH)
- Fortinet Inc. (FTNT)
- Arista Networks Inc. (ANET)
- Columbia Sportswear Company (COLM)
- Ubiquiti Inc. (UI)
Q: Hello Peter & Team:
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Fortinet Inc. (FTNT)
- C3.ai Inc. Class A (AI)
Q: Hello Peter & Team:
I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always
I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always
Q: Hi, can you give me your thoughts on some Cyber security stocks?
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- VeriSign Inc. (VRSN)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Perion Network Ltd (PERI)
- CrowdStrike Holdings Inc. (CRWD)
Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?
- Fortinet Inc. (FTNT)
- Amplify Cybersecurity ETF (HACK)
- Palo Alto Networks Inc. (PANW)
- First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
- CrowdStrike Holdings Inc. (CRWD)
Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks
Thanks
- Adobe Inc. (ADBE)
- Applied Materials Inc. (AMAT)
- Meta Platforms Inc. (META)
- D.R. Horton Inc. (DHI)
- Mastercard Incorporated (MA)
- Morgan Stanley (MS)
- Fortinet Inc. (FTNT)
- Crocs Inc. (CROX)
- Ultra Clean Holdings Inc. (UCTT)
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Q: Cybersecurity - which are your top two ? - i.e. are the best of the best.
Which of these particular two:
- Has the best valuation?
- Has the best potential growth?
- Is the "safest" and has the best chance at being around for the long term?
- Has the best product / geographic diversification?
- Are both of these considered at the cutting edge?
Which of these particular two:
- Has the best valuation?
- Has the best potential growth?
- Is the "safest" and has the best chance at being around for the long term?
- Has the best product / geographic diversification?
- Are both of these considered at the cutting edge?
Q: Do you think that FTNT's Q2 warrants a 14% stock price reduction?
- Meta Platforms Inc. (META)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Twilio Inc. Class A (TWLO)
- Fortinet Inc. (FTNT)
Q: Thoughts on FTNT, SHOP, FB, TWLO?
Q: Your thoughts on these 3 stocks at this point in time.
Thank you
Mark
Thank you
Mark
Q: I want to clean up a US account with 1/4 positions in these three companies. I want to sell two and use the funds to increase the position in the third. Please rank the three companies for growth over the next three years or longer.
- J.B. Hunt Transport Services Inc. (JBHT)
- Microsoft Corporation (MSFT)
- Booking Holdings Inc. (BKNG)
- Bank of America Corporation (BAC)
- Salesforce Inc. (CRM)
- JPMorgan Chase & Co. (JPM)
- Fortinet Inc. (FTNT)
Q: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis
- Fortinet Inc. (FTNT)
- Rapid7 Inc. (RPD)
- Tenable Holdings Inc. (TENB)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
- Ping Identity Holding Corp. (PING)
- Sumo Logic Inc. (SUMO)
- McAfee Corp. (MCFE)
Q: can you comment on each of the following, cybersecurity companies, in terms of which are likely to show the strongest growth in 1-2 years, with minimal likelihood of a pull back.
- FireEye Inc. (FEYE)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- SentinelOne Inc. Class A (S)
- CrowdStrike Holdings Inc. (CRWD)
Q: I am looking into Cyber security companies like Crowdstrike, Palo Alto, Fireeye and Fortinet. How would you rate these companies or are there other companies you prefer.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- CyberArk Software Ltd. (CYBR)
- CrowdStrike Holdings Inc. (CRWD)
Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?