Investment Q&A

Q: Hi 5i team,

I am seeking to invest in AI and Cyber security funds. Could you please recommended some ETF names? My time horizon is 10+ years.

Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.

Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks

Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.

Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

Q: Artificial intelligence and cyber security. What are your 2 favourite etfs in each of these areas of investment ?
Thanks ,
Philip

Q: With minimal tax payable on small gain , would it make sense in your view to swap HACK for IHAK today?

Q: I have nothing in cybersecurity. Do you like CRWD at these levels? Is there a good cybersecurity ETF that would be a better choice?

John

Q: Hello I’ve been watching what has been going on in our world and it is terrifying and heartbreaking
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care

Q: Down on CRWD and thinking of selling (early tax loss harvest). What stock and/or ETF would be a good proxy?

Q: What is your opinion of the current value and future of this ETF?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?

Q: Are there any Canadian or CDR companies in the Cybersecurity space that you think would do well over the next 5+ years?

As always thanks.

Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

Q: Hi Peter, Ryan and associates,

I am an investor residing in Canada, and I am considering investing in US ETFs. What is your opinion of the following two ETFs: ETFMG Prime Cyber Security ETF and Global X Robotics & Artificial Intelligence ETF? Would you invest your own money in these ETFs?

Thanks for the great service you provide.

Q: Cybersecurity Question: Morningstar Canada suggests these three equities as candidates in the expanding cybersecurity sector. Your comments on these, please. Are there ETFs with similar sector exposure, but with more diversification?
1. CHKP - Checkpoint Software
2. OKTA - Okta
3. PANW - Palo Alto Networks

Thank you
IslandJohn

Q: is there on ETF you recommend that invests primarily in the cybersecurity industry? if so name the companies and their percentage representation in the portfolio thanks Richard

Q: U want some exposure in the cyber security area, Which ft these two ETFs do you prefer? Or, would you suggest a single stock as a better option? Thanks

Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray

Q: What are your top 3 ideas for a cyber security stock that could be bought now for a multi year hold?

Q: I am trying to decide which one of these cybersecurity companies to buy if I have to choose one. Alternatively, is there an ETF focusing on this narrow segment of the market you would recommend?
Your insight is much appreciated, Peter