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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: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L
Read Answer Asked by Paul on March 25, 2021
Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L
Read Answer Asked by Paul on February 02, 2021
Q: Hello Peter & Team,

We're all aware over the past 9 months since the Pandemic became part of our every day life, on-line shopping has really taken off.

I am thinking Cyber Security is going to have to follow suit considering how much money is travelling through the internet. Do you agree this industry should see a considerable increase in opportunities & growth in the coming years? And if so, which companies would you suggest we take a look at if we want exposure to cyber security.

Thanks for all you do.

gm
Read Answer Asked by Gord on October 20, 2020
Q: In the cyber security space how would you rank these names. Please, add to this list if you have other favorites.
Your insight is much appreciated, Peter
Read Answer Asked by Peter on July 27, 2020
Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Read Answer Asked by Dave on December 16, 2019
Q: Palo Alto has identified Zscaler as their competition and ripped the company somewhat on an earnings call. The CEO of Zscaler fired back on CNBC with comments such as the below. My question is whether this is a buy with potential based on your knowledge and comments below. It has gone from nearly $90 to $51 in a few months despite seemingly doing well.

"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.

Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.

“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”
Read Answer Asked by Tim on September 24, 2019
Q: Hi team,
I know your focus is small/mid cap Canada and mine is mid/large cap U.S, so I try not to ask U.S. questions during peak Canadian earnings season, which has now passed.

On Friday afternoon, my tech watch list was fully green. Then PANW went red and redder. I knew something was up (or down). In a half hour, PANW was down almost $20. Finally Seeking Alpha had something on the wire. The Executive VP for worldwide sales at PANW is leaving at the end of September. No reasons given. In the past, when VPs of Finance leave companies abruptly, it may cast some doubt on the financials. I am not sure if a VP Sales departure is a likely sign of a revenue problem or not. I suspect the departure news may have leaked out before earnings on September 4 and PANW had to confirm it. If so, it may now be baked into the price.

What are your current thoughts on PANW and buying now?

Thanks again.
Dave H
Read Answer Asked by Dave on August 20, 2019
Q: hello 5i:
On your advice, I purchased OTEX back in 2015, and have done very well with it. thank you. I feel, however, that its overvalued at the moment and don't want to see the gains disappear. I'm thinking of selling OTEX and buying PANW. Could you comment and elaborate a bit on this potential move? I'll be staying in the Tech sector, so any other options you have would be of interest.. I'd like a US company, if possible (already own CSU and a small amount of PHO).
thanks
Paul L
Read Answer Asked by Paul on June 11, 2019
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