Q: Can I get your current thoughts and outlook on Fortinet
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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.
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Apple Inc. (AAPL)
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Marriott International (MAR)
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Texas Instruments Incorporated (TXN)
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JPMorgan Chase & Co. (JPM)
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Nike Inc. (NKE)
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Canadian Natural Resources Limited (CNQ)
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Fortinet Inc. (FTNT)
Q: Thinking of adding to my holdings which have been hit today. Could you place the following in order, most attractive first? TXN, MAR, NKE, AAPL, FTNT, CNQ, JPM,
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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SentinelOne Inc. Class A (S)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?
Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?
Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
Q: What are your favourite cybersecurity stocks these days? Thank you!
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Good morning you fabulous people.
The bloodbath is far too late haha.
I'm looking for the top cyber security company at this time based on future growth and current value.
Is the premium for PANW worth it? Or is FTNT the steal here?
If you have another you'd place above these that's a little ahead of itself (PLTR) please give me your pick.
This is a TFSA holding for me. That is US based growth and longterm.
Thank you!
The bloodbath is far too late haha.
I'm looking for the top cyber security company at this time based on future growth and current value.
Is the premium for PANW worth it? Or is FTNT the steal here?
If you have another you'd place above these that's a little ahead of itself (PLTR) please give me your pick.
This is a TFSA holding for me. That is US based growth and longterm.
Thank you!
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F5 Inc. (FFIV)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Bristol-Myers Squibb Company (BMY)
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Eli Lilly and Company (LLY)
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Oracle Corporation (ORCL)
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Walmart Inc. (WMT)
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Fortinet Inc. (FTNT)
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EVINE Live Inc. (EVLV)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Sprout Social Inc (SPT)
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monday.com Ltd. (MNDY)
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Uranium Energy Corp. (UEC)
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Symbotic Inc. (SYM)
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Arm Holdings plc (ARM)
Q: Hello 5i,
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
Q: Could you please rank your top 3 software security companies that you like today. thank you.
Q: Could you please provide your top 3 stocks in the cyber security field?
Thanks
Dave.
Thanks
Dave.
Q: In your opinion does the insider selling at FTNT seem unusually high and for an unusually long time? The trend seems negative to me. Thanks for your opinion.
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Tenable Holdings Inc. (TENB)
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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!
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Tenable Holdings Inc. (TENB)
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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,
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi,
I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!
What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.
I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!
What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.
Q: Dear Peter et al:
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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Tenable Holdings Inc. (TENB)
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Qualys Inc. (QLYS)
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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!
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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Tenable Holdings Inc. (TENB)
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Qualys Inc. (QLYS)
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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.
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Rapid7 Inc. (RPD)
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CrowdStrike Holdings Inc. (CRWD)
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Roblox Corporation Class A (RBLX)
Q: Hello,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Q: I held equal positions in Crwd Ftnt and Panw. Last week I trimmed 1/3 of my Crwd at 363 when it bounced up for a large gain. Crwd has dropped back a bit to the 320s. I am thinking of selling my Panw at a small gain and buying back my Crwd and adding to Ftnt.
What do you think of this plan? I appreciate all your good advice.
Thanks Peter
What do you think of this plan? I appreciate all your good advice.
Thanks Peter
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Accenture plc Class A (Ireland) (ACN)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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FTI Consulting Inc. (FCN)
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Booz Allen Hamilton Holding Corporation (BAH)
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CrowdStrike Holdings Inc. (CRWD)
Q: Digital Currency
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
Q: hi folks:
would you agree that panw and crwd are the 2 'best' (of the better) c-security firms?
if so, and given the market hit panw is taking, would you consider it a worthwhile upgrade (high grade) to transfer FTNT or even from hack/cybr (realizing an etf should be less volatile) to one of the above 2?
thanks in advance
would you agree that panw and crwd are the 2 'best' (of the better) c-security firms?
if so, and given the market hit panw is taking, would you consider it a worthwhile upgrade (high grade) to transfer FTNT or even from hack/cybr (realizing an etf should be less volatile) to one of the above 2?
thanks in advance