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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 am looking to consolidate my growth portfolio. What are your suggestions on replacing these stocks

CHKP,KO, MCD, MDT,HSIC,UPS,NFLX
with
CRWD/PANW,TSM,ISRG,NVDA,LLY,UNH,COST

Read Answer Asked by Andrews on December 15, 2025
Q: Between OKTA and S which would you invest in going forward, or is there another that is better. If Crowdstrike and Zscaler are your choices, where else would you deploy money.
Thanks Matthew
Read Answer Asked by Matthew on October 02, 2025
Q: And another question for the team. What are your recommendations for cyber security stocks and etf's. I have no holding in such.
Read Answer Asked by Robert on September 30, 2025
Q: Hello 5i,

Can you please select your top choices from the list below

USAR or MP or any other recommended rare earth company or ETF

WAR or SHLD

CVLT or PANW or CRWD

IS CRS the best stock for specialty metals. Does CRS fit in with the Rare Earth mining?

Thank you for your insight

D&J
Read Answer Asked by Jerry on September 16, 2025
Q: I don't know what to think of OKTA ? It jumped up in March to May and has been going down since. Do I keep it or invest the money elsewhere ? Thanks.
Read Answer Asked by Frank on August 28, 2025
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: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).
Read Answer Asked by Richard on August 05, 2025
Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?

Doug
Read Answer Asked by Doug on August 05, 2025
Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush
Read Answer Asked by Piyush on August 05, 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: 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
Read Answer Asked by Hector 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: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you
Read Answer Asked by Fernando on April 24, 2025
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
Read Answer Asked by Neil on February 27, 2025
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