Stockchase Insights

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They invest in income-producing automotive dealerships. If there is an increase in demand for cars, the dealerships will pay rent and more dealerships will open up. DEmand for cars has only slightly increased, and it is more a supply constraint right now. Will continue to do well with auto dealerships having sufficient cash for rent. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Commodity prices are jumping violently. The company is debt free and has excess cash. They are very cheap. Although earnings are expected to fall, the economic backdrop is positive for the sector overall. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Without more contracts or better momentum, there is no reason to add in weakness. Long term thesis still holds, but the CEO pointed to less than expected government spending as a source of weakness. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Taxes will probably rise eventually. However, no one expects a rapid change while we are still in recovery. These changes won’t come until 2022 most likely. There are still some time before making any changes regarding possible tax hikes. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is debt free with around $200M in cash. The uranium price changes the company’s outlook. Cashflow is recovering nicely. The price could run some more off of supply and demand. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A strong management team should be able to grow a company faster and thus the stock will get expensive. GXE shares were $1.01 in June so a price target of $1.10 is not unreasonable. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is a new CEO who should address the lack of operational experience in management with some new hires. THe stock’s very low valuation reflects these concerns probably. The sector outlook should still be strong. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Bitcoin as a diversifying effect is positive for a person’s portfolio. However, they must be mindful of significant volatility. Over the last 10 years, bitcoin has survived and the price has continued to increase over time. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has a relatively low valuation and long track record of top-line growth. They also hold good levels of cash. A more stable stock relatively. Can add to CTS here. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Edmonton airport deal is positive and the company continues to announce engagements over the last couple of months. Revenues are still low though it has hit $450K on a trailing twelve month basis last quarter. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company develops and commercializes diagnostic tools to monitor heart disease. Minimal to no revenues so still very speculative. Largely in the development phase. They signed new contracts with GE Healthcare Corp and new patents are being filed. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It’s hard to time the market and 5i does not recommend trying. It’s okay to rebalance or re-weigh to more defensive positions to tweak investor views, however. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. 5i likes the global and international exposure that BNS offers compared to other big banks. If the global economy continues to grow, they should remain strong. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent weakness is probably due to investor frustration of there being no report from the strategic review. There is no material news. Could own it for the potential of a take out at a higher price. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have survived competition and recessions. They are well positioned. Stock price remains cheap at 11x earnings. The dividend has grown nicely. Balance sheet looks okay with the last quarter showing 30% better than expected on EPS. Unlock Premium - Try 5i Free