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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: 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
Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.
Read Answer Asked by Arthur on January 11, 2023
Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on November 16, 2022
Q: For aggressive growth investors what 5 small/mid cap stocks in the U.S. are you bullish on right now. Lots of time on my side.
Thanks
Read Answer Asked by Curtis on July 04, 2022
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