Q: How do you view the Microsoft news ? Is PANW still a good buy ? Thank you.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I've seen your recent comments on Crowdstrike's earnings. At this point would you prefer CRWD or PANW for quality and growth over the long term?
Thanks!
Thanks!
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Palo Alto Networks Inc. (PANW)
- Marvell Technology Inc. (MRVL)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
Q: Hi team,
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Evolve Cyber Security Index Fund (CYBR)
- CrowdStrike Holdings Inc. (CRWD)
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
Q: Peter; I’m debating adding to CRWD or buying some PANW? Thanks
Rod
Rod
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- 3M Company (MMM)
- Pfizer Inc. (PFE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- CrowdStrike Holdings Inc. (CRWD)
Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
Q: Hi, can you give me your thoughts on some Cyber security stocks?
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- VeriSign Inc. (VRSN)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Perion Network Ltd (PERI)
- CrowdStrike Holdings Inc. (CRWD)
Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?
- Fortinet Inc. (FTNT)
- Amplify Cybersecurity ETF (HACK)
- Palo Alto Networks Inc. (PANW)
- First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
- CrowdStrike Holdings Inc. (CRWD)
Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks
Thanks
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?
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?
- Amplify Cybersecurity ETF (HACK)
- Palo Alto Networks Inc. (PANW)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
- iShares Cybersecurity and Tech ETF (IHAK)
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.
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: I recently sold CRWD and bought PANW for a tax loss, would you recommend repurchasing CRWD or stay with PANW?
Thanks for your service!
Thanks for your service!
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
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: Would you have a proxy for CRWD? Would you buy it back in 30 days or would you recommend another stock with similar upside potential?
Thanks for your service?
Thanks for your service?
- Salesforce Inc. (CRM)
- ServiceNow Inc. (NOW)
- Palo Alto Networks Inc. (PANW)
- Wisdom Tree Cloud Computing Fund (WCLD)
Q: Which would you buy now? Thanks
Q: Could you please comment on Rapid7?
Would you include this in a basket of cyber security stocks you'd buy?
Would you include this in a basket of cyber security stocks you'd buy?
Q: Would you have a good proxy for CRWD or just wait for a rebound?
Thanks for your service!
Thanks for your service!
Q: In the recent past you favoured Crwd in the Cyber security space.Why has it severely underperformed Palo Alto during this tech wreck?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Accenture plc Class A (Ireland) (ACN)
- Salesforce Inc. (CRM)
- Palo Alto Networks Inc. (PANW)
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.