Q: If not owned would you initiate a position TODAY?
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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.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Roblox Corporation Class A (RBLX)
Q: Hello,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- United Rentals Inc. (URI)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Axon Enterprise Inc. (AXON)
- Unity Software Inc. (U)
Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
Q: Hi,
Reviewing the Q&A section, I see you are positive about PLTR but have cautioned that it is expensive. I reviewed research reports on iTrade's website and see the analysts have a SELL rating!! What is your current take on PLTR?
I would like to initiate a small position. (Use your suggestion to buy one third now, one third later and finally full position.)
Also what are other companies that you would suggest as an alternatives, if not PLTR?
Many thanks.
Mano
Reviewing the Q&A section, I see you are positive about PLTR but have cautioned that it is expensive. I reviewed research reports on iTrade's website and see the analysts have a SELL rating!! What is your current take on PLTR?
I would like to initiate a small position. (Use your suggestion to buy one third now, one third later and finally full position.)
Also what are other companies that you would suggest as an alternatives, if not PLTR?
Many thanks.
Mano
Q: Could you please comment on Rapid7?
Would you include this in a basket of cyber security stocks you'd buy?
Would you include this in a basket of cyber security stocks you'd buy?
Q: Would you buy it at this level?
Thanks,
Milan
Thanks,
Milan
- Check Point Software Technologies Ltd. (CHKP)
- Okta Inc. (OKTA)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i,
Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?
Also, do you still like RPD after its recent report?
Is there anything else (besides CRWD) that you prefer in this space?
TIA!
Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?
Also, do you still like RPD after its recent report?
Is there anything else (besides CRWD) that you prefer in this space?
TIA!
Q: Good morning, could I get an update on the RPD and DDOG quarters and your thoughts?
thx, Mark
thx, Mark
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
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.
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.
- Amplify Cybersecurity ETF (HACK)
- Zscaler Inc. (ZS)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello I’ve been watching what has been going on in our world and it is terrifying and heartbreaking
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care
- Premium Brands Holdings Corporation (PBH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- The Trade Desk Inc. (TTD)
- Okta Inc. (OKTA)
- WELL Health Technologies Corp. (WELL)
- Rapid7 Inc. (RPD)
- Kornit Digital Ltd. (KRNT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
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
Q: Could you please comment on Rapid's earnings?
Also, do you still like it as a long term hold?
Also, do you still like it as a long term hold?
Q: Good Day
Which are your 2 favorite stocks and 2 favorite ETF's in the Cybersecurity space at this time.
Which are your 2 favorite stocks and 2 favorite ETF's in the Cybersecurity space at this time.
- NVIDIA Corporation (NVDA)
- Visa Inc. (V)
- Zscaler Inc. (ZS)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Palantir Technologies Inc. (PLTR)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: As we move into 2022 I find myself looking for long-term trends that I can believe in and consequently feel safe to invest in. It seems to me that:
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Absolute Software Corporation (ABST)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
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
Thank you. Appreciate all your time and attention. Stay well and warm
- Open Text Corporation (OTEX)
- Rapid7 Inc. (RPD)
- Evolve Cyber Security Index ETF Unit (CYBRB)
- Palantir Technologies Inc. (PLTR)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)
What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)
What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
- Palo Alto Networks Inc. (PANW)
- Rapid7 Inc. (RPD)
- Evolve Cyber Security Index Fund (CYBR)
- CrowdStrike Holdings Inc. (CRWD)
Q: Peter,
Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?
Thank you,
Paul C
Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?
Thank you,
Paul C
- Alphabet Inc. (GOOG)
- Xylem Inc. New (XYL)
- Sun Life Financial Inc. (SLF)
- Dollarama Inc. (DOL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- Hydro One Limited (H)
- Atlassian Corporation (TEAM)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?
- 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.
- Palo Alto Networks Inc. (PANW)
- Okta Inc. (OKTA)
- Zscaler Inc. (ZS)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
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