Investment Q&A

Q: Can you give an overview of cybersecurity ETFs and a recommendation please?

Or would you pick a single stock?

Q: What are your thoughts on their earnings. Is it still buy, hold or sell. I trim before earnings should I buy more or sell the balance. I am long term investor. I sold since it move so fast up last few days

Thanks for the great service

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?

Q: Can I please get your thoughts on Palo Alto's latest quarter? Thank you

Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you

Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Q: Is this a B/S/H for a long term hold for cap appreciation?

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

Q: Hi,

Looking to replace NVDA and VRT. I wish to avoid the AI theme and Mag7. Do you have an handful of tech alternatives to suggest in the US?

Many thanks.
Michael

Q: Further to Stuart’s recent question on European defense spending, I’m also interested in the security theme. I recently purchased Axon in the belief police spending will be ramped up going forward. Do you have some suggestions for me to investigate in the areas of security/defense for the following: police, computers, military. Perhaps a couple of companies in each area as your top choices. I realize you have covered companies such as Raytheon extensively through the years but this theme hasn’t been on my radar until recently. Unfortunately, it seems to be increasingly significant going forward.
Thanks so much for your guidance in these challenging times.

Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.

Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.

Q: What are your favourite cybersecurity stocks these days? Thank you!

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!

Q: Given that water is quickly becoming a commodity, do you think that Xylem is well positioned and considered a buy at current prices?

Would you consider Adobe, Palo Alto and Nextera buys at current prices or are there other names you prefer?

Regards
Tim

Q: With the announced 2 for 1 split coming on this stock how does this split affect the CDR? Does it effect the costing or do we get more shares or a non event?

Thanks

Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.

Q: The following stocks are all up nicely: AXON, PANW, NVDA, COST, ISRG, META, TTD and CRWD. All are mid size positions in my portfolio. Where do you see the markets going in January? Would you recommend trimming any of these stocks? Would you suggest holding more cash going into the new year? Thank you

Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.