Investment Q&A

Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter

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: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom

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: How would you rank these and why?
thanks!

Q: Hi
What is your view of DDOG, the TAM of this sub-sector and its growth potential within versus others. ,Why choose one over another [please rank] and at what price would you advise taking an initial position.

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: Which do you prefer and why ? Thanks.

Q: hi,
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris

Q: Hi team,
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.

Shane

Q: Please share your thoughts on their earnings. Thank you.

Q: Could you comment on CRWD's latest quarter results? They must be good, the stock is up 9% today. Thank you

Q: Good morning
Which of these 2 has the best chance of recovery? I am down about 30% on each
Sector allocation not a concern
Thks
Marcel

Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you

Q: Hi,
Do you still feel CRWD may have upside potential given today's downgrade by Morgan Stanley? With earnings coming up on Aug 30th, would you continue to hold even with a negative profit in a non taxable account? In a taxable account, this decision might be easier - ! Looking forward to your insight - thanks!
Dawn

Q: Dear Peter et al:

Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.

Thank you for your answer.
Mano.

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: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?

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: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.