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: Can you please tell me what you think of Net’s earnings

Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

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

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

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.

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

Q: Down over 50% in NET but really liking the company: Matthew Prince seems very innovative, the company has lots of use cases. Do you foresee strong growth potential for this company over the upcoming years?

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

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!

Q: Hello 5i,

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

Thanks

Q: Would you buy it at this level?

Thanks,
Milan

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.

Q: Hi,

What is their balance sheet?
In what order would you buy them?

Thanks,
Milan

Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

Q: Peter; I realize this is a bit early to quantify it but is there a leader in solving the new LOG4J virus? Thanks .Rod

Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil

Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,

Q: What is your opinion of NET's last quarter? They seem to be making good progress.
Thankyou.

Q: Hello. A forced choice request. I have been tracking these 6 captionally noted US stocks for some time. At the moment I have capital to invest in three new positions. My interest is in growth, and I'm planning to hold for min 5 to max 10 years. Clearly, I'm an investor and not a trader. From this list, which 3 stocks would you anticipate might hold the best prospects for continued growth over that time span. Thanks!