Stockchase Insights

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A fairly unique company in Canada that is in the shipping and port sector. The stock has done very well this year, and is still cheap. Would be okay to buy here for income investors. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Gold is the cheapest it has been by historical standards. A good choice for general exposure. Good value and provides global exposure to base metals. The sector is highly cyclical. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has numerous EV partnerships with various makers and is a supplier to car makers. It also has more revenues from outside of North America than in North America. 5i is comfortable with buying today at these levels. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If high inflation persists, then exposure to high growth tech names that are not yet profitable could be reduced. Consumer retail companies and industrials could also be reduced in your portfolio. Look to companies with higher pricing power like utilities, telecom or consumer staples. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have been growing their top-line quickly over the last quarters. Net profit margins are improving. Although debt is quite elevated, they have cash balances and equity positions that are decent. Valuation is cheap and future growth estimates are good.A smaller size so could see higher volatility. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company continues to show solid and stable growth. Cash flow is strong and they are able to grow by acquisitions. It will probably not grow as quickly as before and it does have sizable debt. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has an excellent management team with a history of good growth. Growth remains good and the balance sheet is good. Can own this throughout an energy cycle. More gas focused. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. We are probably approaching the peak of tax selling. With today’s sell-off, there could be some additional selling. Seasonality is pointing to some weaker performance. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They saw some decline today but recouped somewhat. Sales missed estimates and they announced a small per share loss. Margins remain stable and they saw an analyst upgrade. Strong growth is expected for the next few years and their financial position remains healthy. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They slightly missed on earnings with EPS at $0.65. Revenues were up 33.5% from last year. Same store sales were up 1.4% in the US and 3.9% in Europe. A fine quarter. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector was beaten up badly and this presents a decent dividend yield. Economic stimulus should mean gold has an okay outlook. Has a strong balance sheet. Some patience might be required but the key is to have exposure for the moves and not after. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. We saw high inflation in the 70s and 80s though today’s inflation is largely driven by demand and supply chain issues. 5i thinks this is a short-term issue. Higher pricing power is a key indicator for companies that will do well in a high inflationary environment. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good for emerging market exposure. The fund is tax efficient where the foreign stocks are directly owned so there is only one layer of withholding tax on foreign dividends. It is broad and diversified in terms of sector and geography. The fees are reasonable. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes it for small cap exposure. Small caps are cheaper than large caps right now on a relative basis. They have taken hits this year so there are some opportunities. Seasonality is good at the start of the year. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has lots of cash but does not have revenue. They have interesting assets. Good potential with $200M in cash to develop its properties. Management is working aggressively to quickly build out the company. Unlock Premium - Try 5i Free