Investment Q&A

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: Hi 5i,
Need help narrowing this list down to two stocks. Which ones have the best earning or projected earnings and balance sheets. Also what are the analysts saying any additional information is appreciated. Do you have any other ideas for small biotech?
Regards,

Q: I've become obsessed with Crowdstrike and apparently I'm not alone! It checks so many boxes for me but I'm hung up on its valuation. Out of curiosity I compared to plots of historical P/S of GOOG, FB, AMZN, NTFLX and none of them appear to have touched anywhere remotely near the ~60x that CRWD is currently trading at, except AMZN back in 2000 at close to 40x:) Maybe I'm missing something about such a high growth stock. I believe from your answers to other questions that you like it and it comes up on your top high growth US stocks.

My questions:

(1) In your opinion, on a scale of 1 - 10 (10 is highest risk), what is the risk that CRWD has become so overvalued that it may not live up to its valuation and result in a long term capital loss?
(2) Can you provide some comments on how competitive the cloud-native/cloud endpoint security market is and whether you believe CRWD is likely to have a strong moat?
(3) Would you have any reservations about initiating a partial position with the intent to add as the story unfolds, at current levels (long term buy and hold)?

Q: Suggestions on how to invest to benefit from Biden’s proposed increased EV incentives to buy US manufactured electric vehicles? This potentially could speed up the transition (once the chip shortage is rectified).

Q: Would appreciate your take on FISV as have not had any comments since January 18. How have they done in their last quarter? Is this a stock to would buy, sell or hold?

Q: May I have your comments on this stock VLTA for a long term holder. Thank you for your great service!

Q: Hello 5i
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave

Q: Can you please give me your thought on ABBV . Is it a good buy at USD 110 and what caused the stock to sell off ?

Thank you

Q: What can you tell me about SEMR? It has had quite a move lately, is it a buy or one to watch for a pullback?
Thanks John

Q: Wondering if you could review the recent results and whether you might have an opinion on the stock.

Thanks

Q: Hello,
Could you tell us the upside and risks of TEAM. I am thinking about adding.
Thanks!

Q: I am interested in the solar space. I own SPWR. I am not interested in ETFs at this moment. SOL looks interesting and has dropped tremendously like the rest, and is now approaching book value. In a previous answer you said it was a Chinese company, and yet on several sites I see the headquarters in Stamford, Ct. Can you comment on this and the stock in particular and which solar stocks you find most interesting. Thank-you.

Q: You noted several months ago that Johnson and Johnson may have exposure from opioid lawsuits and that this may be of concern. ABBV, through its Allergen division, may also be involved in at least some of these suits. You have continued to recommend ABBV so do you feel they are less exposed?


Appreciate your insight.

Paul F.

Q: Greetings:
This stock was recommended to me as one with a lot of potential. I did some research and I believe it is a SPAC. I am apprehensive when SPACS are involved, but would appreciate an explanation and an opinion on the potential of WM Technology. I value your opinion and appreciate your service.
Thanks, BEN.

Q: Please comment upon ZS's Fourth Quarter and Fiscal 2021 Financial Results. Thanks!

Q: Hipo seems like quite the turnaround story from the perspective of their volatile stock price. Are they “for real” or is it too early to tell?

Q: PATH has been pretty beaten up since the expensive IPO pricing. Interesting at current price or further decline required?

Q: What eft or fund would you recommend for upside in case of Black Swan event. Is there any etf that mimics Mark Spitznagel’s $4.3 billion Universa Investment fund. Any thought on Kim Bolton's Black Swan tech fund?

Q: I do have existing position in ATER, TRUP & SE. What's your view - Buy, Sell or Hold?
If sell then any alternate stock in same sector.
Great Service 👍
Thx

Q: Roku has been on a downward slide since July. What are the reasons for this , and should I be selling ? Thanks.