Investment Q&A

• Amazon.com Inc. (AMZN $229.00)
  • $229.00 P/E (TTM): 34.91X Cap: $2.44T
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• Alphabet Inc. (GOOG $213.53)
  • $213.53 P/E (TTM): 22.76X Cap: $2.58T
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• Intuitive Surgical Inc. (ISRG $473.30)
  • $473.30 P/E (TTM): 65.92X Cap: $169.66B
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• NVIDIA Corporation (NVDA $174.18)
  • $174.18 P/E (TTM): 56.19X Cap: $4.23T
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• VeriSign Inc. (VRSN $273.37)
  • $273.37 P/E (TTM): 32.62X Cap: $25.43B
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Palo Alto Networks Inc. (PANW $190.52)
  • $190.52 P/E (TTM): 108.87X Cap: $127.03B
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• Perion Network Ltd (PERI $9.23)
  • $9.23 Cap: $415M
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?

Upvote 0

Read Answer Asked by Nghi on February 03, 2023

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Amplify Cybersecurity ETF (HACK $84.39)
  • $84.39 P/E (TTM): 110.28X Cap: $2.27B
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• Palo Alto Networks Inc. (PANW $190.52)
  • $190.52 P/E (TTM): 108.87X Cap: $127.03B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $73.14)
  • $73.14 P/E (TTM): 3.65X Cap: $10.49B
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks

Upvote 1

Read Answer Asked by ralph on January 23, 2023

• Adobe Inc. (ADBE $356.70)
  • $356.70 P/E (TTM): 22.88X Cap: $151.31B
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• Applied Materials Inc. (AMAT $160.76)
  • $160.76 P/E (TTM): 19.56X Cap: $128.06B
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• Meta Platforms Inc. (META $738.70)
  • $738.70 P/E (TTM): 26.8X Cap: $1.85T
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• D.R. Horton Inc. (DHI $169.48)
  • $169.48 P/E (TTM): 13.61X Cap: $50.52B
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• Mastercard Incorporated (MA $595.29)
  • $595.29 P/E (TTM): 40.14X Cap: $538.14B
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• Morgan Stanley (MS $150.48)
  • $150.48 P/E (TTM): 17.64X Cap: $240.21B
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Crocs Inc. (CROX $87.20)
  • $87.20 P/E (TTM): 23.38X Cap: $4.76B
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• Ultra Clean Holdings Inc. (UCTT $24.02)
  • $24.02 Cap: $1.08B
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Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.

Upvote 0

Read Answer Asked by ALNOOR on January 19, 2023

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Palo Alto Networks Inc. (PANW $190.52)
  • $190.52 P/E (TTM): 108.87X Cap: $127.03B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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Q: Cybersecurity - which are your top two ? - i.e. are the best of the best.

Which of these particular two:

- Has the best valuation?

- Has the best potential growth?

- Is the "safest" and has the best chance at being around for the long term?

- Has the best product / geographic diversification?

- Are both of these considered at the cutting edge?

Upvote 0

Read Answer Asked by James on January 12, 2023

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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Q: Do you think that FTNT's Q2 warrants a 14% stock price reduction?

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Read Answer Asked by sandy on August 05, 2022

• Meta Platforms Inc. (META $738.70)
  • $738.70 P/E (TTM): 26.8X Cap: $1.85T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.98)
  • $193.98 P/E (TTM): 79.12X Cap: $252.05B
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• Twilio Inc. Class A (TWLO $105.61)
  • $105.61 P/E (TTM): 1056.1X Cap: $16.20B
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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Q: Thoughts on FTNT, SHOP, FB, TWLO?

Upvote 0

Read Answer Asked by Colin I on May 04, 2022

• Broadcom Inc. (AVGO $297.39)
  • $297.39 P/E (TTM): 111.38X Cap: $1.39T
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Williams-Sonoma Inc. (DE) (WSM $188.19)
  • $188.19 P/E (TTM): 21.12X Cap: $23.14B
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Q: Your thoughts on these 3 stocks at this point in time.

Thank you
Mark

Upvote 0

Read Answer Asked by Mark on November 22, 2021

• Medtronic plc. (MDT $92.81)
  • $92.81 P/E (TTM): 25.71X Cap: $119.04B
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• Stryker Corporation (SYK $391.41)
  • $391.41 P/E (TTM): 51.84X Cap: $149.63B
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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Q: I want to clean up a US account with 1/4 positions in these three companies. I want to sell two and use the funds to increase the position in the third. Please rank the three companies for growth over the next three years or longer.

Upvote 0

Read Answer Asked by Brendon on November 13, 2021

• J.B. Hunt Transport Services Inc. (JBHT $144.99)
  • $144.99 P/E (TTM): 26.36X Cap: $14.11B
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• Microsoft Corporation (MSFT $506.69)
  • $506.69 P/E (TTM): 37.15X Cap: $3.76T
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• Booking Holdings Inc. (BKNG $5,599.05)
  • $5,599.05 P/E (TTM): 39.03X Cap: $181.46B
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• Bank of America Corporation (BAC $50.74)
  • $50.74 P/E (TTM): 14.88X Cap: $375.82B
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• Salesforce Inc. (CRM $256.25)
  • $256.25 P/E (TTM): 40.1X Cap: $244.97B
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• JPMorgan Chase & Co. (JPM $301.42)
  • $301.42 P/E (TTM): 14.79X Cap: $828.83B
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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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

Upvote 0

Read Answer Asked by Linda on October 19, 2021

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Rapid7 Inc. (RPD $20.71)
  • $20.71 P/E (TTM): 49.31X Cap: $1.34B
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• Tenable Holdings Inc. (TENB $30.92)
  • $30.92 Cap: $3.74B
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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• Cloudflare Inc. Class A (NET $208.71)
  • $208.71 Cap: $72.73B
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• Ping Identity Holding Corp. (PING)
  • Cap: $2.44B
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• Sumo Logic Inc. (SUMO)
  • Cap: $1.47B
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• McAfee Corp. (MCFE)
  • P/E (TTM): 5.63X Cap: $11.46B
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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.

Upvote 0

Read Answer Asked by Howie on September 15, 2021

• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Palo Alto Networks Inc. (PANW $190.52)
  • $190.52 P/E (TTM): 108.87X Cap: $127.03B
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• Check Point Software Technologies Ltd. (CHKP $193.14)
  • $193.14 Cap: $20.93B
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• SentinelOne Inc. Class A (S $18.86)
  • $18.86 Cap: $6.29B
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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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.

Upvote 0

Read Answer Asked by Joanne on July 08, 2021

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
  • View FTNT Profile
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• Palo Alto Networks Inc. (PANW $190.52)
  • $190.52 P/E (TTM): 108.87X Cap: $127.03B
  • View PANW Profile
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• CyberArk Software Ltd. (CYBR $453.26)
  • $453.26 Cap: $22.41B
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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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?

Upvote 0

Read Answer Asked by Monique on May 17, 2021

• NVIDIA Corporation (NVDA $174.18)
  • $174.18 P/E (TTM): 56.19X Cap: $4.23T
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• United Rentals Inc. (URI $956.34)
  • $956.34 P/E (TTM): 24.77X Cap: $61.53B
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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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.

Upvote 0

Read Answer Asked by Gordon on January 22, 2021

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Rapid7 Inc. (RPD $20.71)
  • $20.71 P/E (TTM): 49.31X Cap: $1.34B
  • View RPD Profile
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
  • View CRWD Profile
  • View Questions on CRWD

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?

Upvote 0

Read Answer Asked by Olivier on November 19, 2020

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Fastly Inc. Class A (FSLY $7.61)
  • $7.61 Cap: $1.12B
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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

Upvote 0

Read Answer Asked by Rajiv on November 05, 2020

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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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.

Upvote 0

Read Answer Asked by sandy on October 31, 2020

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
  • View FTNT Profile
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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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.

Upvote 0

Read Answer Asked by Gerald on September 21, 2020

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
  • View FTNT Profile
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• Palo Alto Networks Inc. (PANW $190.52)
  • $190.52 P/E (TTM): 108.87X Cap: $127.03B
  • View PANW Profile
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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!

Upvote 0

Read Answer Asked by Sigrid on September 09, 2020

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
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• Cloudflare Inc. Class A (NET $208.71)
  • $208.71 Cap: $72.73B
  • View NET Profile
  • View Questions on NET

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

Upvote 0

Read Answer Asked by James on July 27, 2020

• Johnson & Johnson (JNJ $177.17)
  • $177.17 P/E (TTM): 18.95X Cap: $426.68B
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• Medtronic plc. (MDT $92.81)
  • $92.81 P/E (TTM): 25.71X Cap: $119.04B
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• iShares Biotechnology ETF (IBB $138.22)
  • $138.22 P/E (TTM): 74.16X Cap: $5.64B
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• iShares U.S. Medical Devices ETF (IHI $62.15)
  • $62.15 P/E (TTM): 164.7X Cap: $4.32B
  • View IHI Profile
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• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.42X Cap: $60.35B
  • View FTNT Profile
  • View Questions on FTNT
• Amplify Cybersecurity ETF (HACK $84.39)
  • $84.39 P/E (TTM): 110.28X Cap: $2.27B
  • View HACK Profile
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• Cloudflare Inc. Class A (NET $208.71)
  • $208.71 Cap: $72.73B
  • View NET Profile
  • View Questions on NET

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?

Upvote 0

Read Answer Asked by Ryan on June 22, 2020