Q: What are your views on Booz Allen Hamilton (BAH)? Are there other preferred cyber security related stocks that you suggest?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What do you think about this: https://cloudflare.net/news/news-details/2021/Cloudflare-Announces-R2-Storage-Rapid-and-Reliable-S3-Compatible-Object-Storage-Designed-for-the-Edge/default.aspx
Seems like they will be able to compete with Amazon with this product. Is that why the share price has gone vertical since that was released?
Seems like they will be able to compete with Amazon with this product. Is that why the share price has gone vertical since that was released?
-
Fortinet Inc. (FTNT $80.76)
-
Rapid7 Inc. (RPD $21.46)
-
Tenable Holdings Inc. (TENB $30.20)
-
CrowdStrike Holdings Inc. (CRWD $426.34)
-
Cloudflare Inc. Class A (NET $202.37)
-
Ping Identity Holding Corp. (PING)
-
Sumo Logic Inc. (SUMO)
-
McAfee Corp. (MCFE)
Q: can you comment on each of the following, cybersecurity companies, in terms of which are likely to show the strongest growth in 1-2 years, with minimal likelihood of a pull back.
-
Palo Alto Networks Inc. (PANW $176.17)
-
Okta Inc. (OKTA $91.38)
-
Zscaler Inc. (ZS $277.03)
-
Rapid7 Inc. (RPD $21.46)
-
CrowdStrike Holdings Inc. (CRWD $426.34)
-
Cloudflare Inc. Class A (NET $202.37)
Q: Hello
which one of these companies is better from a growth perspective.
Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.
Thank you,
Rajesh
which one of these companies is better from a growth perspective.
Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.
Thank you,
Rajesh
-
Amazon.com Inc. (AMZN $231.49)
-
Twilio Inc. Class A (TWLO $105.05)
-
ServiceNow Inc. (NOW $892.05)
-
Avalara Inc. (AVLR)
-
CrowdStrike Holdings Inc. (CRWD $426.34)
-
Cloudflare Inc. Class A (NET $202.37)
Q: HI, 5i team,
What are a few of your best Cloud Companies.
Ken
What are a few of your best Cloud Companies.
Ken
-
Okta Inc. (OKTA $91.38)
-
Zscaler Inc. (ZS $277.03)
-
CrowdStrike Holdings Inc. (CRWD $426.34)
-
Cloudflare Inc. Class A (NET $202.37)
-
Absolute Software Corporation (ABST $15.20)
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.
-
Amazon.com Inc. (AMZN $231.49)
-
Alphabet Inc. (GOOG $204.29)
-
Netflix Inc. (NFLX $1,245.09)
-
NVIDIA Corporation (NVDA $182.01)
-
PayPal Holdings Inc. (PYPL $69.53)
-
Twitter Inc. (TWTR)
-
Twilio Inc. Class A (TWLO $105.05)
-
Veeva Systems Inc. Class A (VEEV $282.10)
-
Etsy Inc. (ETSY $64.96)
-
Roku Inc. (ROKU $92.33)
-
Pinterest Inc. Class A (PINS $36.10)
-
Uber Technologies Inc. (UBER $93.98)
-
CrowdStrike Holdings Inc. (CRWD $426.34)
-
Cloudflare Inc. Class A (NET $202.37)
-
Palantir Technologies Inc. (PLTR $174.03)
-
Lightspeed Commerce Inc. Subordinate (LSPD $12.35)
-
Snowflake Inc. (SNOW $198.24)
-
Airbnb Inc. (ABNB $125.49)
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!
-
Regeneron Pharmaceuticals Inc. (REGN $573.91)
-
Walmart Inc. (WMT $100.70)
-
Twilio Inc. Class A (TWLO $105.05)
-
Paycom Software Inc. (PAYC $225.28)
-
MongoDB Inc. (MDB $227.06)
-
DocuSign Inc. (DOCU $71.70)
-
Guardant Health Inc. (GH $59.47)
-
Reliance Inc. (RS $283.33)
-
CrowdStrike Holdings Inc. (CRWD $426.34)
-
Cloudflare Inc. Class A (NET $202.37)
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
Thanks,
Milan
-
Rapid7 Inc. (RPD $21.46)
-
CyberArk Software Ltd. (CYBR $421.10)
-
Cloudflare Inc. Class A (NET $202.37)
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.
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
Thanks
-
Adobe Inc. (ADBE $357.24)
-
Amazon.com Inc. (AMZN $231.49)
-
Twilio Inc. Class A (TWLO $105.05)
-
ServiceNow Inc. (NOW $892.05)
-
Roku Inc. (ROKU $92.33)
-
Avalara Inc. (AVLR)
-
CrowdStrike Holdings Inc. (CRWD $426.34)
-
Cloudflare Inc. Class A (NET $202.37)
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.
-
Akamai Technologies Inc. (AKAM $75.28)
-
Fastly Inc. Class A (FSLY $7.08)
-
Cloudflare Inc. Class A (NET $202.37)
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
Lin
Q: It is falling today hard, is there any news?
Would you hold it?
Thanks,
Milan
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!
Thank you, as always!
Q: Can you please give me your thoughts on BL & NET earnings.
Thanks for the great service
Hector
Thanks for the great service
Hector