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: 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: 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
Q: Hello 5i,
I've been looking at Fortinet for a while now. It's had pulled back a lot with the market and an apparent miss on earnings.
Can you comment on this companies prospects and are there others in this space you would prefer?
Thanks
Dave
Q: 5i
Would you choose panw or ftnt or half of both .
Also are you familiar with chgg and ttd . Would they be a buy for a TFSA or would you suggest something else ?
I have a large amt of cash to deploy in two TFSA accts . What would be your top 10-12 picks currently ? (CD or US )
Please deduct 2-3 points .
Thanks
Bill C
Q: Have recently heard some good things about both these companies but as a 68 year old investor who doesn't need to take money out wondering how you feel about them.