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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: looking to move on from the name. looking to use to fund to buy Tempus Ai, Zedcor or NBIS?

with the hardware AI theme loosing steam and AI software picking up what other names in the US look attractive?
Read Answer Asked by Sal on February 13, 2025
Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.
Read Answer Asked by Leonard on January 29, 2025
Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
Read Answer Asked by Alnoor on September 26, 2024
Q: Hello, can you please share your top 3 names ideally in the tech or industrials/manufacturing sector that most closely resemble Axon of 2-3 years ago:
- Lots of growth opportunities
- Business model with high recurring revenue
- Potential to be industry leaders
- Expensive for good reason
- Chance at doubling over the next 5 years
Are there others you think could grow into that type of business?
Thank you!
Read Answer Asked by Blake on September 19, 2024
Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).
Read Answer Asked by Brian on July 17, 2024
Q: My question has two aspects. One genral and another one specific
First. numerous analysts and professional investors (and not necessary professional short term traders) use to claim a golden rule saying if a company following poor results in the earnings season, slides 10% or about, you sell immediately and the sooner the better. What is your position on this issue?
Second. What kind of application could be envisaged in the specific case of a stock like Cloudflare with a recent splash of more than 17%?

Thank you very much in advance


Read Answer Asked by Gabriel on May 08, 2024
Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?
Read Answer Asked by Kel on March 19, 2024
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
Read Answer Asked by Andrew on November 14, 2023
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Read Answer Asked by Curtis on March 22, 2023
Q: Hi 5i Team,

I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?

Thanks
Read Answer Asked by Jonathan on February 27, 2023
Q: Hi Peter,

Recently, Gabriela Borges of Goldman Sachs Goldman Sachs initiated a Sell rating on Cloudflare (NET) with a $51 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software. However, for Cloudflare, the analyst believes that the path to executing $5 Billion in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock.

What is your opinion of NET from a short-term and medium-term risk/reward perspective? Please explain your rationale.

Thanks

George
Read Answer Asked by George on February 17, 2023
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