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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My question has two aspects. One genral and another one specific
First. numerous analysts and professional investors (and not necessary professional short term traders) use to claim a golden rule saying if a company following poor results in the earnings season, slides 10% or about, you sell immediately and the sooner the better. What is your position on this issue?
Second. What kind of application could be envisaged in the specific case of a stock like Cloudflare with a recent splash of more than 17%?

Thank you very much in advance


Read Answer Asked by Gabriel on May 08, 2024
Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?
Read Answer Asked by Kel on March 19, 2024
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
Read Answer Asked by Andrew on November 14, 2023
Q: Iím invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Read Answer Asked by Curtis on March 22, 2023
Q: Hi 5i Team,

I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?

Thanks
Read Answer Asked by Jonathan on February 27, 2023
Q: Hi Peter,

Recently, Gabriela Borges of Goldman Sachs Goldman Sachs initiated a Sell rating on Cloudflare (NET) with a $51 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software. However, for Cloudflare, the analyst believes that the path to executing $5 Billion in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock.

What is your opinion of NET from a short-term and medium-term risk/reward perspective? Please explain your rationale.

Thanks

George
Read Answer Asked by George on February 17, 2023
Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.
Read Answer Asked by Arthur on January 11, 2023
Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on November 16, 2022
Q: For aggressive growth investors what 5 small/mid cap stocks in the U.S. are you bullish on right now. Lots of time on my side.
Thanks
Read Answer Asked by Curtis on July 04, 2022
Q: Hello 5i Team,

I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.

I would like to crystallize some losses.

Could you please suggest:

1. The stocks I should sell outright (and suggest a replacement);

2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and

3. The stocks I should continue to hold.

Feel free to subtract as many credits as required.

Thank you for your valuable advice!

Read Answer Asked by Keith on June 13, 2022
Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks
Read Answer Asked by Lee on June 10, 2022
Q: Hello,
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
Read Answer Asked by Leah on March 11, 2022