Q: What are your thoughts on buying OKTA? The recent hack seems like it could be a short term problem but Yahoo Finance shows their earning estimates dropping quite a lot over the last 90 days, which concerns me. Thanks.
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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.
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Suncor Energy Inc. (SU $59.15)
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Tamarack Valley Energy Ltd. (TVE $5.91)
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Okta Inc. (OKTA $89.92)
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CrowdStrike Holdings Inc. (CRWD $444.98)
Q: What would be your Top 2 names in the Internet Security and Energy sectors?
Thanks Valter
Thanks Valter
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Okta Inc. (OKTA $89.92)
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Enthusiast Gaming Holdings Inc. (EGLX $0.07)
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Kforce Inc. (KFRC $30.69)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Anaergia Inc. (ANRG $2.60)
Q: Up until now, I have only part full or nearly full positions in a stock while trying to keep my total number of stocks under 30 in number. However, I am now considering taking a slightly different approach and buying a basket of some beaten-up stocks, likely from those noted above.
Since I am new to this strategy, my question is, what would you consider to be a useful percentage to devote to a stock that will allow for meaningful gains while limited individual risk? I'm thinking 1% is too little, 1.5% might be enough and certainly no more than 2%.
Your insight is appreciated.
regards,
Paul F.
Since I am new to this strategy, my question is, what would you consider to be a useful percentage to devote to a stock that will allow for meaningful gains while limited individual risk? I'm thinking 1% is too little, 1.5% might be enough and certainly no more than 2%.
Your insight is appreciated.
regards,
Paul F.
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NVIDIA Corporation (NVDA $174.88)
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Booking Holdings Inc. (BKNG $5,475.01)
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AbbVie Inc. (ABBV $216.26)
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Salesforce Inc. (CRM $238.89)
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Morgan Stanley (MS $155.81)
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Okta Inc. (OKTA $89.92)
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NV5 Global Inc. (NVEE $22.56)
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DexCom Inc. (DXCM $76.55)
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MEDIFAST INC (MED $14.36)
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Pool Corporation (POOL $328.28)
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Digital Turbine Inc. (APPS $5.34)
Q: Hi 5i Team,
Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:
1) tech sector (excluding FAANG stocks)
2) all sectors other than tech
Cheers,
H
Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:
1) tech sector (excluding FAANG stocks)
2) all sectors other than tech
Cheers,
H
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Alphabet Inc. (GOOG $251.42)
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NVIDIA Corporation (NVDA $174.88)
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The Trade Desk Inc. (TTD $44.90)
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Okta Inc. (OKTA $89.92)
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EPAM Systems Inc. (EPAM $154.57)
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Redfin Corporation (RDFN)
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CrowdStrike Holdings Inc. (CRWD $444.98)
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Digital Turbine Inc. (APPS $5.34)
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Celsius Holdings Inc. (CELH $55.27)
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eXp World Holdings Inc. (EXPI $11.06)
Q: Your top 10 US growth stocks please. Thanks.
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Premium Brands Holdings Corporation (PBH $93.32)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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The Trade Desk Inc. (TTD $44.90)
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Okta Inc. (OKTA $89.92)
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WELL Health Technologies Corp. (WELL $4.63)
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Rapid7 Inc. (RPD $19.63)
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Kornit Digital Ltd. (KRNT $14.48)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
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CrowdStrike Holdings Inc. (CRWD $444.98)
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Digital Turbine Inc. (APPS $5.34)
Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks
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Block Inc. Class A (SQ)
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Roku Inc. (ROKU $97.91)
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Okta Inc. (OKTA $89.92)
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NovoCure Limited (NVCR $12.68)
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Pinterest Inc. Class A (PINS $36.25)
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Upstart Holdings Inc. (UPST $67.17)
Q: Peter and Team. Happy New Year to you all. In December I engaged in some tax loss selling to lower my previous taxable gains on the above noted stocks. The 30 days has passed and I now plan to repurchase some of them to hold for 2 years or so. Can you please rank which of these you consider are the best to re-purchase in my non registered account. Are there any in this list which you suggest I should forgot about. Thanks for your great advise.
Q: Please provide your current comments on whether these two companies are good investments at this time. What is their potential for growth and what risks do they face in an inflationary environment?
Thank you and a happy new year to all at 5i
Stella
Thank you and a happy new year to all at 5i
Stella
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Okta Inc. (OKTA $89.92)
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Palantir Technologies Inc. (PLTR $170.26)
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Snowflake Inc. (SNOW $215.95)
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QuantumScape Corporation Class A (QS $10.15)
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Upstart Holdings Inc. (UPST $67.17)
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UiPath Inc. Class A (PATH $11.57)
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Global-E Online Ltd. (GLBE $35.91)
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DLocal Limited (DLO $14.64)
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Marqeta Inc. (MQ $5.79)
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Toast Inc. Class A (TOST $39.96)
Q: Could you please rank these stocks based on a 5+ year holding for a US Growth account? Thanks!
UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY
What would be your top 3 choices right now?
UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY
What would be your top 3 choices right now?
Q: Between CRWD and OKTA which one has the most promising growth profile?
Thank you Team!
Thank you Team!
Q: Can you comment a new US start up company FORG? Their business looks very similar to OKTA, Can you provide some comparison between these two companies?
Thanks,
Thanks,
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Palo Alto Networks Inc. (PANW $201.34)
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Okta Inc. (OKTA $89.92)
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Zscaler Inc. (ZS $281.96)
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Rapid7 Inc. (RPD $19.63)
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CrowdStrike Holdings Inc. (CRWD $444.98)
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Cloudflare Inc. Class A (NET $219.24)
Q: Hello
which one of these companies is better from a growth perspective.
Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.
Thank you,
Rajesh
which one of these companies is better from a growth perspective.
Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.
Thank you,
Rajesh
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Amplify Cybersecurity ETF (HACK $85.83)
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Palo Alto Networks Inc. (PANW $201.34)
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Check Point Software Technologies Ltd. (CHKP $198.84)
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Okta Inc. (OKTA $89.92)
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iShares Cybersecurity and Tech ETF (IHAK $52.06)
Q: Cybersecurity Question: Morningstar Canada suggests these three equities as candidates in the expanding cybersecurity sector. Your comments on these, please. Are there ETFs with similar sector exposure, but with more diversification?
1. CHKP - Checkpoint Software
2. OKTA - Okta
3. PANW - Palo Alto Networks
Thank you
IslandJohn
1. CHKP - Checkpoint Software
2. OKTA - Okta
3. PANW - Palo Alto Networks
Thank you
IslandJohn
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Okta Inc. (OKTA $89.92)
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Zscaler Inc. (ZS $281.96)
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CrowdStrike Holdings Inc. (CRWD $444.98)
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Cloudflare Inc. Class A (NET $219.24)
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Absolute Software Corporation (ABST $15.20)
Q: Do you know of a company (listed on the stock market)that is selling Cyber Security software in Canada or USA.
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Roku Inc. (ROKU $97.91)
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Plug Power Inc. (PLUG $1.68)
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Okta Inc. (OKTA $89.92)
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Guardant Health Inc. (GH $55.40)
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CrowdStrike Holdings Inc. (CRWD $444.98)
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Snowflake Inc. (SNOW $215.95)
Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
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Palo Alto Networks Inc. (PANW $201.34)
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Okta Inc. (OKTA $89.92)
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Rapid7 Inc. (RPD $19.63)
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CACI International Inc. Class A (CACI $491.37)
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CrowdStrike Holdings Inc. (CRWD $444.98)
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Palantir Technologies Inc. (PLTR $170.26)
Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?
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PyroGenesis Inc. (PYR $0.27)
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Questor Technology Inc. (QST $0.57)
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Westport Fuel Systems Inc. (WPRT $3.21)
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Patriot One Technologies Inc. (PAT)
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Appian Corporation (APPN $30.97)
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JD.com Inc. (JD $34.71)
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Okta Inc. (OKTA $89.92)
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Palantir Technologies Inc. (PLTR $170.26)
Q: PYR is down 38%in the last moth, I'm still up 45% , JD does not seem to be going anywhere ? OKTA I am up over 100% and thinking of selling and taking the profit. These next ones, I'm simply down on: APPN -38%, WPRT -40%, QST - 38%, PAT -72%, AT -51%, PLTR -38%. What would you do ? Buy, Sell or Hold. Thanks.
Q: Please briefly describe the major differences between the services these 2 companies offer. Are they direct competitors or are they complementary i.e. diversify exposure. If wanting to add exposure to cybersecurity is one preferable? is there a better long-term growth option in this space? This would be for a long term hold. Thank you.
Q: Sometimes the market likes an acquisition and other times it does not or maybe the announcement in the middle of a selloff/rotation was not well timed. Wanted to ask your take on Okta acquisition of Auth0?
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Beyond Inc Com (OSTK)
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Coupa Software Incorporated (COUP)
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Okta Inc. (OKTA $89.92)
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Green Dot Corporation Class A $0.001 par value (GDOT $13.79)
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Redfin Corporation (RDFN)
Q: Investment in these 5 roughly equal. Need to drop at least 2. Time frame to hold is next 2 years. Please rank. Thank you.