Investment Q&A

Q: Hi,
I am interested in getting exposure to the cybersecurity sub-sector. Can you provide your three best stock ideas at this time?
Thanks,
Dan

Q: Can you please recommend one or two companies in Cyber security business? I think this industry will have a lot of potential to grow. Do you agree?

Q: Thinking of buying a cyber security company or ETF representing the group. Which do you like? Are there any in Canada?
Thank you.

Q: Good morning

Given the understanding that you do not formally cover US equities. The area of cybersecurity appears to be in a strong secular uptrend given our insatiable thirst for data.
Can you give me your top three US equity ideas right now to profit from this assumption.

Thanks

Q: Is this stock a buy or do you have another suggestion in the cyber security space ?

Q: This is for my wife's RRSP, she is now 70 and will soon have to start withdrawing. Have recently sold J&J and have about 17K to re-invest. For the US portion of her portfolio she currently holds: AMTD; FB; AT&T; MSF. For stability (preservation of capital), some growth and growing dividends which of the above which you recommend without regard to sector. If you can suggest another or even two securities with better overall qualities that meet my requirements, I would appreciate your suggestion.

Q: Hi, please give me your thoughts on this microcap. The main product, MobiKEY, seems useful for data security and privacy. Do you see data security/privacy as an area for growth in light of the recent FB data issues? Any other names to watch or look at in a similar business? Thanks.

Q: What stocks would you suggest for the cyber security space in Canada and/or US? Thanks again.

Q: Can you suggest an investment in cyber security.
Thank You

Q: What are your thoughts on CHKP and WYNN after recent earnings. Are they worth holding as part of a balanced portfolio or is it time to let them go as there may be better opportunities elsewhere.

Q: Hi 5i,
For an RSP focused on growth, which two would you pick for cybersecurity exposure? Or would you pick something else (other than an ETF)?
TIA

Q: I've held this stock through two seemingly disappointing quarters , and am now down 13%. Do you still have faith in this company? It's lagging the sector big time. Was thinking of putting the money into Facebook on the dip with the proceeds. Please advise
Thank you
Karim

Q: If you were to buy one of these today, what would be your preference and why?
Could you please rank them?

Thanks,
Milan

Q: Might I get your views on CHKP's earnings, guidance, and the appropriateness of the market reaction (so far)? I notice it has received several downgrades this morning.

Q: From what i see in the comments of the last months, these 8 companies seems to be among your US favorite stocks.
1- am I right about those 8?
2- would you like to add a few US names, could be in any sectors
3- I buy companies with a 10 year + timeline. A lot of companies i'm interest in are in the technology sector and I tend to be overweighted in that sector. Its hard for me to imagine technology not directly corrolated to industrial or consumer staples growth for exemple. Does it make senses to you to balance a technology overweight (30-40%) portfolio by diversifying among the technology sub-sectors?
4- I understand that you focus on Canadian companies. I also understand that your are conflicting free and that you mostly invest in US stocks. However, I'm pretty sure that a significant proportions of 5i members would be willing to pay for some form of US stocks advices. Maybe a US portfolio or a US favorise stock list. (maybe with a minimum market cap limit so your decisions would still be conflict free) Your services are unique and are a benediction for small investors. It would be a great opportunity for us to have them for the US market too. I'm sure a survey among members would prove me right.

thanks again for your amazing services

Q: I was looking at adding another US position to my portfolio. I hold VUN, BAC and FB already. The rest of my portfolio is well diversified so any sector is fine. I was looking for a stock or two that you think has very good upside over the next 5 years or more. I'd prefer one that doesn't pay dividends. I was thinking of ICHR

Q: Would this be your favourite cyber security stock for a growth investor?

Q: Hi can you please comment on check point's quarter? They beat estimates from what I understand. The stock is tanking seemingly from lowering third quarter guidance. Down 8%, does this seem to be an overreaction to you? Would you hold? And is the long term thesis still intact? Please clarify the situation

Thank you
Karim

Q: should there be any concerns with chkp.

Q: Hi 5i Team

I'm aiming to increase exposure to US growth in the tech and industrial sectors (preferably with some dividend ) I am open to moderate risk and tend to hold positions for years.

Could you suggest 3 names in each to look into?

Thank you.