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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 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
Read Answer Asked by Peter on March 11, 2024
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.
Read Answer Asked by David on March 08, 2024
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
Read Answer Asked by Robert on February 21, 2024
Q: What would you consider a good entry point for these companies?
Read Answer Asked by Gordon on February 14, 2024
Q: In a 5iR response on Wednesday about CRWD, there was mention that "its (CRWD) performance seems better than many peers (not all)". And me, wondering what these "better" peers are???.....The reason for asking this is that if they are larger in market capitalization, I might be interested in investing in one....Keen to know about these peers.......Many thanks.....Tom
Read Answer Asked by Tom on November 29, 2023
Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.
Read Answer Asked by Les on November 21, 2023
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: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?
Read Answer Asked by Chris on October 18, 2023
Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard
Read Answer Asked by richard on October 11, 2023
Q: These stocks are all down substantially
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Read Answer Asked by Indra on September 06, 2023
Q: Fortinet dropped 25% after poor billings guidance. Based on that, and the fact that Palo Alto announced around that time that it would report on a Friday, Palo Alto stock dropped 20%. But after Palo Alto reported earnings, the stock jumped, so net Palo Alto is down around 5%. Yet Palo Alto also projected a slowdown in billings. Why did investors like Palo Alto’s earnings report and not like Fortinet’s earnings report? Thanks.
Read Answer Asked by Kim on September 05, 2023
Q: Dear Peter et al:

Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.

Thank you for your answer.
Mano.
Read Answer Asked by Savalai on August 22, 2023
Q: US Cyber Security stocks seem to consolidate lately and form a bottom. Wich one do your prefer for a balance of growth, quality of management, history and balance sheet?

Thanks
Read Answer Asked by Daniel on August 15, 2023