Billy Kawasaki’s Insights - Picks from 5i Research. The company recently acquired a transfer agent and corporate trust company which was a natural fit for an exchange. Services can be cross-sold across their client base and there is added revenues of $46.5M. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. A fund that is all equity so there is some market risk. It is large and liquid, offering a global exposure. 40% of assets are in the US, with 29% in Canada. There is no dividend withholding tax if in an RRSP. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. Last quarter results were better than expected and nice earnings growth is expected for next year. Cashflow has remained steady and it is priced well. Dividend can still grow. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. It is hard to predict how the markets will react to the second wave. 5i is not overly bearish, citing business continued even during the March shutdown. Many companies have performed much better than expected. Overall asset allocation is important but there are opportunities. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The P/E ratio of the TSX has recently gone up because of the drop in earnings. Historically, P/E has fluctuated wildly and it has gone higher in the past than today’s levels. The ratio remains volatile due to dominance of certain sectors. Higher valuations means investors need to adjust their return expectations. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The recent weakness should be considered an opportunity. Management tends to take a long term investment strategy that may clash with investor desire for short term moves. The company has a good track record and there is little concern in the long term. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. Management has proven themselves with a solid historical performance. They are long term holders and builders of businesses. Cash flow is good and they have turned a profit every year for the last 20 years. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The company has client size and vertical focus advantage compared to others in the field. They can charge a higher price point from their large medium sized businesses. Although in-store purchases remain a headwind, they adapted well on the e-commerce size. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. Today’s sell off most likely comes from concerns over increasing virus numbers in Europe. There is also a shift out of tech stocks which has been a trend in the last couple weeks. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. A renewable power producer. It has done well although it is expensive, trading around 71x earnings. They enjoy good earnings prospects and sales have doubled in past years. They have a lot of debt but cash flow is growing quickly. An aggressive choice in the sector. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. There was some sell off with large volume last week. The stock is still up 51% this year and is currently trading at levels similar to late June. There has been no corporate news. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. With the Fed stating that low interest rates are here for a while, this stock should perform fine. It has 20% exposure to long maturities which could pose some risk. One of the best in its category. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The announcement from the Federal Reserve stating that interest rates are to stay low for a while will likely be positive for gold and stocks. Q2 results were pretty good and it should remain strong when the world reopens. The "anything is better than cash" mentality from low interest rates is likely to stay for a while. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. It has high quality assets and a strong return history. Although the fund charges higher fees, it is justified considering the good performance record and healthy distribution history. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. Healthcare is likely to be a strong performer in the next five years. Subsectors like medical devices, telemedicine and therapeutics should lead. A good ETF for US exposure. Unlock Premium - Try 5i Free