Investment Q&A

Q: Do you know of a company (listed on the stock market)that is selling Cyber Security software in Canada or USA.

Q: Hi Peter, we own CRWD and are wondering re: NET which is also breaking out. Your thoughts on NET ? Thank you.

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: I have been recently reading more about the SolarWinds hack and the desperate need for beefing up cyber security. I know CrowdStrike is one of your favourites and you have brought up the potential Arctic Wolf IPO. Just wondering if any other companies are interesting in the cyber security space.

Thanks for your great service.

Q: Would FSLY and NET benefit from the present and future growth in IOT or is there little connection between them?
Thanks

Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.

Q: Please comment on the earning. What is the reason for the AYX big price drop afterhours ?Thanks a lot.

Q: Hello, could you please let me know your thoughts about this company for a 3-5 year hold; if possible, please comment on the competitors in their space and how they differentiate their service as well as their financials.

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: It is falling today hard, is there any news?
Would you hold it?

Thanks,
Milan

Q: Hi gang, what would be a buy today and why? Is one safer then the other?. Thanks. Alnoor

Q: To my pleasant surprise, Stone has had a good ‘run’. How would you assess this stock and the other stated small caps for future potential?
Thank you, as always!

Q: Can you please give me your thoughts on BL & NET earnings.

Thanks for the great service
Hector

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Can you please compare these two companies, which one you like more for 2-3 years growth?

Q: What would be your number one Canadian and US cyber security stock to invest in
Thanks

Q: In the cyber security space how would you rank these names. Please, add to this list if you have other favorites.
Your insight is much appreciated, Peter

Q: Hey guys. Looking to put some money to work in the health care and cyber security worlds. Im a buy and hold, long term investor so looking for long term compounders with really strong innovative business models and a good runway to grow. What would be your top two or 3 picks in each space for a 5-10 year time frame?