Q: Could you provide a revised outlook on Tenable Holdings? It has been relatively flat for some time, so wanted your thoughts on whether this is a buy, sell, or hold.
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.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Tenable Holdings Inc. (TENB)
- Axon Enterprise Inc. (AXON)
- CECO Environmental Corp. (CECO)
- Comfort Systems USA Inc. (FIX)
- SPS Commerce Inc. (SPSC)
- Cellebrite DI Ltd. (CLBT)
Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!
- Tenable Holdings Inc. (TENB)
- Crocs Inc. (CROX)
- CECO Environmental Corp. (CECO)
- Aspen Aerogels Inc. (ASPN)
- TransMedics Group Inc. (TMDX)
Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.
Thanks,
Terry
Thanks,
Terry
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Tenable Holdings Inc. (TENB)
- CrowdStrike Holdings Inc. (CRWD)
Q: Dear 5i, can you please provide some Canadian and US listed stocks that you consider best of breed related to the Cyber Security theme. Many thanks!
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Tenable Holdings Inc. (TENB)
- CrowdStrike Holdings Inc. (CRWD)
Q: Could you please provide the 1 and 3-yr revenue and eps growth projections for fortinet? In your opinion, is it a buy or do you have a better suggestion for this sector?
thx,
thx,
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Tenable Holdings Inc. (TENB)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello Team,
How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?
What is a good entry for each? Thank you!
How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?
What is a good entry for each? Thank you!
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Tenable Holdings Inc. (TENB)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello, I am interested in the cybersecurity space and I am interested to have your opinion of PANW for a 5-10-year hold. I look at PANW because I only want to buy CDRs. Thanks.
- 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.
Q: This past week has a lot of concern raised over widespread security issues, not just in the US. Stocks in the sector all responded with huge upside. My question is really about FEYE and TENB which are much smaller than CRWD. Those 2 stocks traded at much higher volumes on Friday. Do they have some particular answer to this latest security breach that the larger companies may not have? Let me take this opportunity to wish everyone at 5i a merry Christmas and Happy New Year.
Q: Can you comment on tenb holding earning thx Kim