Investment Q&A

Q: I have a couple holdings that are giving me question for keeping.

I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?

In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?

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: What are your thoughts on Sentinel One after the earnings. Do you consider as buy now


Thanks for the great service

Q: I found a couple of stocks that I would like to put on my watch list. First is Sentinel One Inc. . It had a quarterly report not to long a go. The stock seemed to have a good report and the market seem to approve the quarterly report, but then sold off and has been going downward. Can you tell me what you know about this company, and the reason it went down in value.
Second stock is Five 9, it too seemed to have a good quarterly report and now is selling off. Again if you can elaborate on this company. With both of these stocks are they a buy, sell, to hold.
The other thing I should note, I was thinking of buying them for a trade not a long term hold.

Thank You very much for you good service, I'll await your reply.
Earl

Q: What's your opinion on SentinelOne, Inc. (S).

Is it unique or just another AI stock?

Buy or not?

Thank you.

Q: Kim Bolton was on BNN today and he prefers SentinalOne over Crowdstrike.
Could you please give me your comments on this.
THank you
Margaret

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: Any idea why Sentinel one dropped 13% today

Q: Hello,
I was wondering why vital hub is going down lately whereas topicus is slowly inching upwards yet it hardly moved after its great results.. Also, what are your thoughts on sentinelOne in cyber security area.. Much appreciated.

Q: I understand this is a relatively new cyber security company that is performing very well
What is the stock prefix and do you recommend switching to it from Crowdstrike

Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Q: I am missing something from your recent commentary on SentinelOne earnings. My take from the summary of their published earnings and prospects for '24 is that they took a huge hit in non GAAP operating earnings margins, which are expected to decline further though more modestly in '24, as well as a major reduction in growth rates in comparison to their growth rate for '23. Is this correct? The price hit for their equity is substantial.

Q: Hi 5i, and would you please review the Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. While the markets gave the share price a 35% haircut on Friday, do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold. Thanks kindly.

Q: In my last question I did not have the correct symbol for Sentinel One. (question picked up on Sherrit, which I don't own) Please compare the three cybersecurity companies in terms of hold for recovery, sell for tax loss. I am holding all three at a loss.

Q: I hold both companies for cybersecurity, both bought at higher valuations. Looking for direction going forward and over the long term. A 1.76% position in CRWD is at a 43% loss while a 0.86% position in S is at a 62% loss. Both are held in a margin account. Is it best to hold, sell or reduce?

Q: SentinelOne (S NYSE) Could not bring this up in your question search.

What is different about it than others in cybersecurity?

Is this a buy?

Thank you.

Thank you.

Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.

Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.

Thanks