Q: I have nearly 200% gains in PANW, with losses to offset, so no tax issues. Wanted to know what you thought of selling PANW and buying CRWD with a 3-5 year time horizon and growth as the objective. Brief reasoning would be appreciated. Thx, John
Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L
Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L
Q: Hi folks. Thank you for all your expertise. I have SNOW and would like to either add CRWD OR PANW but was wondering if they are similar to SNOW. Can you please advise if it's worth one or just stick with SNOW. Thanks Dan
We're all aware over the past 9 months since the Pandemic became part of our every day life, on-line shopping has really taken off.
I am thinking Cyber Security is going to have to follow suit considering how much money is travelling through the internet. Do you agree this industry should see a considerable increase in opportunities & growth in the coming years? And if so, which companies would you suggest we take a look at if we want exposure to cyber security.
Q: Both of these companies are in cyber security. How do they compare and which one is preferred given the substantial correction currently.
Thank you, Team!
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: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Q: hello 5i:
could you please comment on PANW's latest earnings and outlook? As they beat expected earnings (I believe that's 4 quarters in a row), I would have thought the stock would bounce up, not the $30 haircut they've taken so far today. Your outlook for the future is appeciated.
Paul L