Investment Q&A

Q: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis

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: I am looking into Cyber security companies like Crowdstrike, Palo Alto, Fireeye and Fortinet. How would you rate these companies or are there other companies you prefer.

Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?

Q: I am short US and international exposure. I currently have a small USD trading account with 5 US stocks representing 10% of my portfolio. I have another 10% in my Cdn account in XQQ and VMO for a total of 20% US exposure, mostly in non-registered accounts.

I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?

Currently FTNT is up slightly in my account, and URI has a 50% capital gain.

Thanks for your advice.

Q: I own a full position in FTNT and in RPD in a registered account. The holding is for 10 years +++ Would you be inclined to switch one of the two for CRWD , which one and why? There would be no fees associate to the trade (no tax implication and trading fees are not significative relative to the size of the position)
if not, why?

Q: Hello Peter,
Even though both provide security solutions, they cater to different type of clients? Which of these two you think has a better chance of price appreciation from today's price?
Regards
Rajiv

Q: Fortinet Q3 and guidance look solid to me, but the market doesn't seem to think so with the recent decline accelerating this morning. what is your opinion please.

Q: I see Fortinet is down since it last reported. Could you give me your outlook for this stock at this point? I own HACK and done very well but would like to hold a stock in the sector as well.

Q: Both of these companies are in cyber security. How do they compare and which one is preferred given the substantial correction currently.
Thank you, Team!

Q: What would be your number one Canadian and US cyber security stock to invest in
Thanks

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?

Q: I plan to add initial positions in two of the following: Fortinet (FTNT), DocuSign (DOCU), Atlassian TEAM), or Veeva (VEEV). Would you please indicate their three year gain potential and risk. Thank You Paul

Q: Hello 5i
Which would you buy for long term RPD or FTNT and a brief reasoning would be great!
Thanks
Dave

Q: Hi, FTNT had a huge increase recently. What was the reason? Is it a bit late to buy Fortinet? Do you recommend any other stock or an etf? Thanks.

Shyam

Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?

Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks

Q: On Dec. 16th, you answered that FTNT was probably your favourite large cap Cyber security company. Any change there? Also they have a lot of cash, do they have a good track record of acquisitions? Thank-you.

Q: If one had to choose between FTNT + LULU over 2-3 years and why.

Thanks for all your great work.

Mark

Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave