Q: I have room for one Cyber security stock. Can you compare PANW to CRWD for growth.
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Investment Q&A
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- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- Deere & Company (DE)
- Danaher Corporation (DHR)
- Honeywell International Inc. (HON)
- JPMorgan Chase & Co. (JPM)
- Thermo Fisher Scientific Inc (TMO)
- Palo Alto Networks Inc. (PANW)
- Arista Networks Inc. (ANET)
- Zscaler Inc. (ZS)
- Crocs Inc. (CROX)
- Synopsys Inc. (SNPS)
- SPS Commerce Inc. (SPSC)
- CrowdStrike Holdings Inc. (CRWD)
- iShares Core S&P Small-Cap ETF (IJR)
- Shift4 Payments Inc. Class A (FOUR)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?
- Cisco Systems Inc. (CSCO)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Splunk Inc. (SPLK)
- CrowdStrike Holdings Inc. (CRWD)
Q: In a 5iR response on Wednesday about CRWD, there was mention that "its (CRWD) performance seems better than many peers (not all)". And me, wondering what these "better" peers are???.....The reason for asking this is that if they are larger in market capitalization, I might be interested in investing in one....Keen to know about these peers.......Many thanks.....Tom
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.
Q: Can you explain FTNT and PANW drop on earnings and mostly how if you think it can impact or not CRWD?
I think they droped because of lowered previsions and i see some insiders selling but no buying.
I think they droped because of lowered previsions and i see some insiders selling but no buying.
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
- Datadog Inc. (DDOG)
- Duolingo Inc. (DUOL)
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?
Q: Your thoughts on FTNT in relation to other cyber security stocks, following its latest quarter would be appreciated.
Leo
Leo
- Intuit Inc. (INTU)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Palo Alto Networks Inc. (PANW)
- The Trade Desk Inc. (TTD)
- Okta Inc. (OKTA)
- HubSpot Inc. (HUBS)
- CrowdStrike Holdings Inc. (CRWD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
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
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
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
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?
- Microsoft Corporation (MSFT)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
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: Which do you prefer and why ? Thanks.
Q: Fortinet dropped 25% after poor billings guidance. Based on that, and the fact that Palo Alto announced around that time that it would report on a Friday, Palo Alto stock dropped 20%. But after Palo Alto reported earnings, the stock jumped, so net Palo Alto is down around 5%. Yet Palo Alto also projected a slowdown in billings. Why did investors like Palo Alto’s earnings report and not like Fortinet’s earnings report? Thanks.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
- Rivian Automotive Inc. (RIVN)
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.
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: What do you make of Panw announcing earnings on a Friday. The consensus seems to be bad news is in store. Thanks.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
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
Thanks
- PayPal Holdings Inc. (PYPL)
- Bank of America Corporation (BAC)
- Danaher Corporation (DHR)
- JPMorgan Chase & Co. (JPM)
- Nike Inc. (NKE)
- Bank of Nova Scotia (The) (BNS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Brookfield Corporation Class A Limited Voting Shares (BN)
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?
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: Do you like these names following the pull back today? FTNT seems to be getting really spanked after the lower guidance. It seems to be an over reaction to what seems to me to be decent results. Thanks.
Jason
Jason
- Microsoft Corporation (MSFT)
- Miscellaneous (MISC)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- Zscaler Inc. (ZS)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
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.
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- Salesforce Inc. (CRM)
- Intercontinental Exchange Inc. (ICE)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- S&P Global Inc. (SPGI)
- MSCI Inc. (MSCI)
Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
- Broadcom Inc. (AVGO)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Ulta Beauty Inc. (ULTA)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- ASML Holding N.V. (ASML)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?
Thank you,
Mike
Thank you,
Mike