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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: I have been recently reading more about the SolarWinds hack and the desperate need for beefing up cyber security. I know CrowdStrike is one of your favourites and you have brought up the potential Arctic Wolf IPO. Just wondering if any other companies are interesting in the cyber security space.

Thanks for your great service.
Read Answer Asked by Meghan on February 11, 2021
Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.
Read Answer Asked by Lai Kuen on November 10, 2020
Q: These companies are all operating a cloud platform that delivers a range of network services to business world. Are they basically similar so they are competing against one another? If I am interested in this space, should I buy them all in equal weight? or just one or two names? Your thoughts please. Thanks.
Lin
Read Answer Asked by Lin on October 19, 2020
Q: In the cyber security space how would you rank these names. Please, add to this list if you have other favorites.
Your insight is much appreciated, Peter
Read Answer Asked by Peter on July 27, 2020
Q: Hey guys. Looking to put some money to work in the health care and cyber security worlds. Im a buy and hold, long term investor so looking for long term compounders with really strong innovative business models and a good runway to grow. What would be your top two or 3 picks in each space for a 5-10 year time frame?
Read Answer Asked by Ryan on June 22, 2020
Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.

CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.

Thanks for the great service.
Read Answer Asked by Hector on June 12, 2020
Q: Hello team,

From here on, which one has significantly more growth potential, NET or RPD?

How do you rank them based on their balance sheet, competitive advantage, and management?

Or do you have something better to suggest in tech, with superior balance sheet, management, and growth potential?

Thanks! :)
Read Answer Asked by Saeed on May 22, 2020
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