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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: 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.
Read Answer Asked by Kim on September 05, 2023
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.
Read Answer Asked by Savalai on August 22, 2023
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
Read Answer Asked by Daniel on August 15, 2023
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?
Read Answer Asked by Robert on August 15, 2023
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.
Read Answer Asked by Rob on August 02, 2023
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

Read Answer Asked by Tamara on July 28, 2023
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
Read Answer Asked by Michael on July 20, 2023
Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Read Answer Asked by David on May 26, 2023
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
Read Answer Asked by Debrah on April 13, 2023
Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara
Read Answer Asked by Barbara on March 31, 2023
Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
Read Answer Asked by chris on March 09, 2023
Q: Hi, can you give me your thoughts on some Cyber security stocks?
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry
Read Answer Asked by Harry on February 13, 2023
Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?
Read Answer Asked by Nghi on February 03, 2023
Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks
Read Answer Asked by ralph on January 23, 2023
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