Investment Q&A

Q: It's been a while since any questions on this company - what are your current thoughts on it's operations compared to competitors and any thoughts re: catalysts to drive earnings higher?

Thanks for all you do, John

Q: There is a rumor that CISCO might buy FSLY. If they do what price range will it go for. How much Debt or CASH does FSLY hold. News is only on some site. Is there anything on Bloomberg?
Do you think CISCO is a good fit or any other company that might be interested to buy?

Thanks for the great service
Hector

Q: These companies are all operating a cloud platform that delivers a range of network services to business world. Are they basically similar so they are competing against one another? If I am interested in this space, should I buy them all in equal weight? or just one or two names? Your thoughts please. Thanks.
Lin

Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?

Alex

Q: In Late April you answered my Increased data and Internet Traffic Question with Akamai and Fastly , Thank You !
Fastly has been on a Rip and Akamai is virtually flat would you add to either at this point ? Any others you would add in this space ?
Many Thanks
Greg

Q: Dear Sir,
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny

Q: Good Morning ,
What are some companies to invest in for increased speed and more capacity for more home data usage ?

Thanks
Greg

Q: Hi 5i team,

I enjoyed your flash update and the reasons for stock downgrades or holding the line, even though I am largely U.S. focussed these days. AKAM has come to my attention in a couple of analyst reports as being a backbone of the stay-at-home theme in routing traffic through its servers and its traffic levels are soaring. However, I don’t fully trust the theme in medicine and video conferencing as their valuations are extreme. I also note that on bad market days the stay-at-home stocks do well and on good market days, they do poorly, as if the market seems to be skeptical of them. So, does AKAM have some staying power if the stay-at-home trade ultimately wanes?

Thanks again for the insight.
Dave

Q: Grateful if you could update your 2016 views on this stocks. How does it compare to Alteryx (ayx) , Five9 (fivn) and other cyber security stocks. How would you rank them for a purchase now . ?
Gratefully,
Jacques

Q: Hello 5i,

Your service last addressed AKAM in 2014. Although positive in 2014, the stock really got hit at the beginning of the year 2016 and I was not sure if that was company or market related. Is AKAM considered a market leader? Would a bigger company like MSFT, or GOOGL be interested in taking it out? Does AKAM have a moat in this space?
What is the growth expected going forward (2017)? Would you add to a position (currently 2%) at today's price ($67 range).

Thanks for all your hard work. kathleen

Q: I bought Akamai a U.S. stock 8 months ago at 45.00 it is a tech. stock it has offices in several countries I don't have trouble with the financial statements,What I do have is finding Which country's they are in.