Investment Q&A

Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

Q: Would you have a proxy for CRWD? Would you buy it back in 30 days or would you recommend another stock with similar upside potential?

Thanks for your service?

Q: Which would you buy now? Thanks

Q: Could you please comment on Rapid7?
Would you include this in a basket of cyber security stocks you'd buy?

Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

Q: In the recent past you favoured Crwd in the Cyber security space.Why has it severely underperformed Palo Alto during this tech wreck?

Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.

Q: msft or nvda
panw or crwd
jpm or your best canadian bank?

and your best recommendation for maximum growth no matter the risk!!
thank you = ed in Montreal

Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal

Q: Would you prefer CRWD over PANW for a 5-year hold?

Q: hello 5i:
can you discuss PANW's latest earnings report and outlook?
thanks
Paul L

Q: Can you suggest a proxy for this company?

Appreciate the insight.

Paul F.

Q: A member recently asked if there are any Canadian companies comparable to PANW. Although it is no where near the scale of PANW, I learned about PLUR last year from 5i Q&A's and found it intriguing. Below is a description from your DB that might be of interest to your reader.

Plurilock is an innovative, identity-centric cybersecurity company that reduces or eliminates the need for passwords, extra authentication steps, and cumbersome authentication devices. Plurilock's software leverages state-of-the-art behavioral-biometric, environmental, and contextual technologies to provide invisible, adaptive, and risk-based authentication solutions with the lowest possible cost and complexity. Plurilock enables organizations to compute safely and with peace of mind.

Q: Is there a Palo Alto of Canada? Small cap, mid or large? Or would you stick with US names in this area?

Thanks.

Q: Hello,
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.

Q: Good morning. Would you please send out a few names in the Cyberspace security space and ones that are both in Canada and the US.


Thank you. Appreciate all your time and attention. Stay well and warm

Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L

Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil

Q: hello 5i:
We recently sold U: 50% gain and a bit too high valuation for us. To quote Peter: we would reduce very expensive growth stock exposure. Current tech holdings are CSU, PANW, AVGO, OTEX, TOI and DND; the latter 2 being about 1% positions. We would like to replace U with something "less" exciting and are considering TCS, APPS and QCOM as you seem to favour these stocks (like others, I read the questions/answers daily). TCS is very appealing as it looks to have a moat within the health care sector, but we also own VEEV and WELL. Is there too much overlap here? APPS is a volatile trader and not really in our wheelhouse, but is of interest. Can you make a suggestion as to how you'd replace U?
thanks
Paul L