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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 a question about 2514 Greetings:

It has been a long time since a question has been asked about CHKP. I own 500 shares and it has fallen significantly. After reviewing previous questions I would say that your present picks would be PANW and Fortinet. Why is cybersecurity in such a slump? What is the one year outlook for CHKP? Should I switch to PANW?


Thanks,

BEN.
Read Answer Asked by BEN on August 19, 2025
Q: Is there an opportunity to take advantage of the recent pullbacks in cybersecurity stocks, such as CRWD, PANW, and FTNT,? Given the time of year, might it be better to wait for further declines? Would CRWD still be your favourite?
Read Answer Asked by Rupert on August 08, 2025
Q: Can you give an overview of cybersecurity ETFs and a recommendation please?

Or would you pick a single stock?
Read Answer Asked by Mark on June 04, 2025
Q: SentinelOne continues to make me regret not putting all of my cybersecurity dollars into CRWD. It lowered guidance slightly last night and looks to be punished on an otherwise UP day to the tune of 12+ %. Can you comment on the quarter, the longer term and potential for a bounce back? Guidance was lowered but is the market overreacting? How does S typically bounce back from an earnings miss and would you expect a penalty box situation here or a fairly quick forgive and forget situation?
Read Answer Asked by Tim on May 29, 2025
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,
Read Answer Asked by Andrew on April 04, 2025
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
Read Answer Asked by jim on February 14, 2025
Q: What are your favourite cybersecurity stocks these days? Thank you!
Read Answer Asked by Judith on January 06, 2025
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!
Read Answer Asked by Adam on December 19, 2024
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
Read Answer Asked by Jerry on December 18, 2024
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!
Read Answer Asked by Ian on July 08, 2024
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,
Read Answer Asked by John on July 05, 2024
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.
Read Answer Asked by Savalai on May 09, 2024
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.


Read Answer Asked by Savalai on April 29, 2024
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
Read Answer Asked by Mark on April 22, 2024
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