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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 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.
Read Answer Asked by Helena on December 23, 2021
Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil
Read Answer Asked by Philip on December 13, 2021
Q: hello 5i:
We recently sold U: 50% gain and a bit too high valuation for us. To quote Peter: we would reduce very expensive growth stock exposure. Current tech holdings are CSU, PANW, AVGO, OTEX, TOI and DND; the latter 2 being about 1% positions. We would like to replace U with something "less" exciting and are considering TCS, APPS and QCOM as you seem to favour these stocks (like others, I read the questions/answers daily). TCS is very appealing as it looks to have a moat within the health care sector, but we also own VEEV and WELL. Is there too much overlap here? APPS is a volatile trader and not really in our wheelhouse, but is of interest. Can you make a suggestion as to how you'd replace U?
thanks
Paul L
Read Answer Asked by Paul on November 15, 2021
Q: Peter,

Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?

Thank you,

Paul C
Read Answer Asked by paul on October 04, 2021
Q: Hello

which one of these companies is better from a growth perspective.

Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.

Thank you,

Rajesh
Read Answer Asked by Rajesh on August 25, 2021
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
Read Answer Asked by John on August 13, 2021
Q: I am looking into Cyber security companies like Crowdstrike, Palo Alto, Fireeye and Fortinet. How would you rate these companies or are there other companies you prefer.
Read Answer Asked by Joanne on July 08, 2021
Q: Do any North American cybercrime-related companies interesting at this time? Thanks.
Read Answer Asked by Theodore on June 04, 2021
Q: Hello,with all the recent cyber attacks,and probably even more in the future is there any Cdn companies or more likely U.S. companies that could possibly see more business as this problem will not go away.Are their any you would endorse and why...thanks so much and have a great day.
Read Answer Asked by Greg on June 01, 2021
Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?
Read Answer Asked by Monique on May 17, 2021
Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?
Read Answer Asked by Terry on May 12, 2021
Q: I have nearly 200% gains in PANW, with losses to offset, so no tax issues. Wanted to know what you thought of selling PANW and buying CRWD with a 3-5 year time horizon and growth as the objective. Brief reasoning would be appreciated. Thx, John
Read Answer Asked by John on March 31, 2021
Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L
Read Answer Asked by Paul on March 25, 2021
Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L
Read Answer Asked by Paul on February 02, 2021
Q: What are your top 3 ideas for a cyber security stock that could be bought now for a multi year hold?
Read Answer Asked by Dan on January 04, 2021
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