Investment Q&A

Q: Hello Team,

How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?

What is a good entry for each? Thank you!

Q: Hello, I am interested in the cybersecurity space and I am interested to have your opinion of PANW for a 5-10-year hold. I look at PANW because I only want to buy CDRs. Thanks.

Q: Hello Peter,

Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?

Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!

Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?

Q: PRL and LMN are examples of small cap stocks that have recently moved in price to reflect their earnings and future potential. However, only after a period where their performance and promise were not yet recognized, and investment was stagnant. Do you have stock suggestions on the US and/or Canadian markets that might be on the verge of similar recognition and subsequent transition to prolonged growth?

Q: Good day,

I manage about 20% of my portfolio, and the portion I don't (LIRAs and some RRSPs) is 90% in a fairly balanced growth portfolio, 10% in a green energy portfolio.

Recently, my big wins in NVDA, GOOG, AMZN, and ZWT had me hugely weighted in those names. I've sold a significant portion, bought some NXE, RHC, DE, and am thinking of either doubling/tripling up on ZWT, or selling ZWT and then doing a sort of double or triple position in another tech ETF with decent liquidity and keeping a smaller position in my high confidence tech names.

I've seen a lot of 'focused' tech ETFs around, like semiconductor, cybersecurity, data center, etc, in addition to the broader ones, but don't want to get soaked too badly with fees. Are there a few specialized tech ETFs you would recommend that are well managed and have a solid foundation of holdings? Also, for ZWT, would you triple up, or do you think the covered call strategy will be detrimental in a market/interest rate recovery? Is there a small/mid cap tech option you like?


Moving away from tech, there's been a lot of buzz about small caps getting ready to blow. What are your 5 top picks, Canadian and US small caps with a balance of moderate high risk, moderate high reward, for a medium to long hold? Are there a few non tech small cap names you like? Say 3 US and 3 Canadian?

Are there some good small cap ETFs that cover either recovering sectors, areas of growth, or whole class that you like?

On the energy side I have SU, PPL, GXE, NXE, and BIP, so perhaps nothing in that space unless you see a link I'm really missing in my energy portfolio.

Thanks for everything!!

Q: As you look into your crystal ball, could you please prioritize, top to bottom, your top 5 US mid cap stocks for a five year plus hold. Thanks

Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.

Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?

Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard

Q: US Cyber Security stocks seem to consolidate lately and form a bottom. Wich one do your prefer for a balance of growth, quality of management, history and balance sheet?

Thanks

Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.

Q: Dear Peter et al,

May I ask you to give me 3 solid companies in Cyber security field with NO debts, Good Growth track record and Dividends. Dividends not as important as zero debt and growth potential. Lastly if they are US based and not in other countries that would be a bonus.

You can add the names of the stocks in the stem of my question.

Many thanks.
Mano.

Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.

Q: Can you provide your opinion on QLYS? Would it be a decent long-term buy? Thanks for the great service.

Q: Hi 5 i,

Qualys share price got a big drop after its quarterly report, what is the outlook of this company.
Is it a buy?

Thank you for your great service as always.