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Stock Opinions by Stockchase Insights

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Recent results were overall good. Shares were relatively flat following the results.. They beat EPS estimates by $0.03 and revenues by $7M. Continues to see strong deals with large clients like Google and Amazon. At 28x earnings, could still add here. Unlock Premium - Try 5i Free

Technology
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has had record production and increased production guidance. There is no increase in capital expenditure. Payout ratio is 26%.The fundamentals are in the right direction. The valuation is low and fundamentals point to a buy. Unlock Premium - Try 5i Free

Oil and Gas (Integrated Oils)
BUY on WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The revenues were short of estimates but the additional IPO cost is not surprising. New pharmacies are contributing to 55% revenue gains. The stock remains above IPO prices. Unlock Premium - Try 5i Free

Healthcare
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If interest rates rise, utilities, real estate ,communications and tech tend to be weak. Dividend stocks also decline as there are alternatives. However, markets have done well when rates were rising. Unlock Premium - Try 5i Free

Unknown
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Would look at tech, industrial and consumer discretionary in the near term. We can most likely expect a drift up in the next few months. Interest rate and inflation fears are going away. Unlock Premium - Try 5i Free

Unknown
BUY on WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent sell of is probably due to it being associated as a COVID play. The company has a long track record of revenue growth, even more than prior to the pandemic. Margins are expanding. At 2x sales, you could start a position here. Unlock Premium - Try 5i Free

Telecommunications
RISKY BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A higher risk name but offers good growth potential given its size and industry. Trades at 1.2x sales and 38x earnings, which is cheap. Good growth is expected. Unlock Premium - Try 5i Free

Technology
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the name and would be fine adding to it at current levels. Is well positioned and the management team is good. Results were okay last quarter, all things considered. Worst is most likely over. Unlock Premium - Try 5i Free

investment companies / funds
COMMENT

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

Unknown
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Largely exposed to US housing. Partnerships and growth are good and valuation is decent. The stock price has good momentum as well. Unlock Premium - Try 5i Free

REAL ESTATE
RISKY BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company looks to be growing at a fast rate. A cannabis retailer with $52M in trailing 12 month revenues. Operating cash flow is still negative. Growth trends look good here. Unlock Premium - Try 5i Free

Pharma & Healthcare
BUY on WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Some weakness after earnings would not be a surprise after running up 34% this year. Targets are going up after the release and there is not much to pick on that would justify the weakness. Unlock Premium - Try 5i Free

Transportation
COMMENT

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

Unknown
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have industrial properties that held up well during the sell off earlier this year. Solid profitability and has positive cash flows. Valuation is starting to be rich with price to sales at 8.6x. PE is ok at 17.3x. Dividend yield is good at 5.8%. Unlock Premium - Try 5i Free

REAL ESTATE
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They missed operating revenue estimates. Cash burn was less than expected. Revenues are rising 59% and cash burn fell 42%. Probably turning a corner with this upcoming quarter with easing restrictions. Medium term outlook remains intact. Unlock Premium - Try 5i Free

Transportation
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