A Comment -- General Comments From an Expert (A Commentary)

Which is the better semi conductor to get into. Companies that build equipment to manufacture semi conductors are a good choice. They will benefit from China's aspirations to build their own semiconductor industry. The sector has run significantly. He likes Samsung as a manufacturer. It has lagged recently.

FANG Stocks. They have done fairly well in the last year or so. The question is if regulators are going to start breaking up some of these companies like they did telcos. China is doing that with BABA-N. You need to figure out which one to own and what could go wrong and then continue to own it. Don't own too much of any one sector.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Expects a drift up in the US market over the next months. Corporate earnings are good and there is lots of cash on the sidelines. Interest rates and inflation fears are subsiding. There is little alternative to equities right now. Unlock Premium - Try 5i Free

Gold. Owns some gold through Franco Nevada. Thinks gold in the longer term will do well. Has seen a big run up and then is now treading water. Not excited about it. Should be part of your portfolio. Would recommend to own FNV.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. We have seen a reversal in the strong CAD in recent weeks. With Canada surpassing the US in terms of vaccination rates, as well as oil rising contributes to the rising CAD. The USD should do better or stabilize in the near term. The CAD strength is probably too much, too fast. Unlock Premium - Try 5i Free

Sectors to focus on. Tech, pharma will continue to do well. Those trends will continue and grow. Consumer discretionary like AMZN, Costco, and Walmart will continue to do well. The more cyclical plays started strong, but are now having a difficult time because the economy is much more choppy. He wants to be in the sectors that did well during the pandemic, as they will continue to perform now.