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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company’s inventory is quite liquid and they are able to cover current long term debt. Debt levels also look manageable compared to cash flows. The total debt is around average although interest expenses are above average historically.. The current ratio is healthy at 4.3x making short term liabilities less of an issue. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced an acquisition and financing for the deal. The acquisition looks good, but it is not a huge deal compared to the company’s market cap. It adds more diversity and renewable assets. Attractive at current levels following the market selling off with the financing. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced an acquisition and financing for the deal. The acquisition looks good, but it is not a huge deal compared to the company’s market cap. It adds more diversity and renewable assets. Attractive at current levels following the market selling off with the financing. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company still looks good for growth even with the good gains this year. It is at 32x 2022 earnings. Earnings are increasing nicely. The balance sheet is looking okay and the Asian economic recovery will be a tailwind. A good growth stock. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company still looks good for growth even with the good gains this year. It is at 32x 2022 earnings. Earnings are increasing nicely. The balance sheet is looking okay and the Asian economic recovery will be a tailwind. A good growth stock. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Value stocks and financials are seeing strong performance. Certain sectors are seeing a steep correction. Growth fundamentals remain pretty good. Selling can cause more selling for growth stocks especially. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Value stocks and financials are seeing strong performance. Certain sectors are seeing a steep correction. Growth fundamentals remain pretty good. Selling can cause more selling for growth stocks especially. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. International stocks remain cheaper at these levels compared to Canadian or US. Holding tech stocks is still a good choice even with rising interest rates. Consumer cyclical and industrials remain good sectors for recovery plays. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. International stocks remain cheaper at these levels compared to Canadian or US. Holding tech stocks is still a good choice even with rising interest rates. Consumer cyclical and industrials remain good sectors for recovery plays. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Still a buy for new investors seeking a recovery play. The recent news about the government deal does not necessarily add reason to buy more. The potential target price is at $40 over two to three years. Enter around $26.50. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Still a buy for new investors seeking a recovery play. The recent news about the government deal does not necessarily add reason to buy more. The potential target price is at $40 over two to three years. Enter around $26.50. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The REIT has stable tenants such as Loblaw and Shoppers. A good income play. Has been collecting rent at a good rate. Payout ratio is near 80% but cash flow is stable. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The REIT has stable tenants such as Loblaw and Shoppers. A good income play. Has been collecting rent at a good rate. Payout ratio is near 80% but cash flow is stable. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Smaller and has more risk but is growing very quickly. Order book has grown with new management. Revenue visibility is positive. The company is cash flow positive and insiders own 11% of shares. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Smaller and has more risk but is growing very quickly. Order book has grown with new management. Revenue visibility is positive. The company is cash flow positive and insiders own 11% of shares. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has had a huge run, up 533% this year. The recent weakness is probably profit taking in case results are weak. Revenue remains very low but this is to be expected and this quarter does not change long term potential. Per share loss should be lower than last year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has had a huge run, up 533% this year. The recent weakness is probably profit taking in case results are weak. Revenue remains very low but this is to be expected and this quarter does not change long term potential. Per share loss should be lower than last year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent acquisition of Lendcare is very positive. Growth is high and their ROE is good. Management is joining and the price of 13x is very attractive. GSY also has had good growth with a sharp drop in losses. Investors will like this news. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent acquisition of Lendcare is very positive. Growth is high and their ROE is good. Management is joining and the price of 13x is very attractive. GSY also has had good growth with a sharp drop in losses. Investors will like this news. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The parts sector is preferable over the retailers for longer lead time on new models and multi year contracts. Valuation, management and strong balance sheet are all strong points. They also have international exposure and EV potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The parts sector is preferable over the retailers for longer lead time on new models and multi year contracts. Valuation, management and strong balance sheet are all strong points. They also have international exposure and EV potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In terms of playing the recovery, consumer cyclicals and industrials should do well as a sector. Financials such as banks, but also alliterative banking plays should also do well. E-commerce should continue its secular growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In terms of playing the recovery, consumer cyclicals and industrials should do well as a sector. Financials such as banks, but also alliterative banking plays should also do well. E-commerce should continue its secular growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. At 12x earnings, it is very cheap. A good risk-reward play. The dividend is growing fast and good growth is expected at 17% EPS growth for this year. 1B in cash and a very strong balance sheet. It has better margins than AEM. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. At 12x earnings, it is very cheap. A good risk-reward play. The dividend is growing fast and good growth is expected at 17% EPS growth for this year. 1B in cash and a very strong balance sheet. It has better margins than AEM. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is good potential upside in the short term considering size and strong growth prior to the pandemic. It also has higher risk though. Cheap on valuation and has made good acquisitions. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is good potential upside in the short term considering size and strong growth prior to the pandemic. It also has higher risk though. Cheap on valuation and has made good acquisitions. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Q4 revenues were 6% better than estimates. EPS was short by 23% at $0.20. Sales are set to grow at a nice rate but debt is quite high at 2x cash flow. Remains cheap at 8x earnings. They will be buying back stocks. It could grow its valuation to 10 to 11x. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Q4 revenues were 6% better than estimates. EPS was short by 23% at $0.20. Sales are set to grow at a nice rate but debt is quite high at 2x cash flow. Remains cheap at 8x earnings. They will be buying back stocks. It could grow its valuation to 10 to 11x. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Industrial and consumer discretionary could be sectors that will see good growth. Tech also remains attractive. International stocks are cheaper currently as well. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Industrial and consumer discretionary could be sectors that will see good growth. Tech also remains attractive. International stocks are cheaper currently as well. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The government is providing liquidity to the system through QE. More access to capital should mean banks are more willing to lend. However, savings rates have increased dramatically while spending and investments have not occurred at the pace that was expected. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The government is providing liquidity to the system through QE. More access to capital should mean banks are more willing to lend. However, savings rates have increased dramatically while spending and investments have not occurred at the pace that was expected. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The industrial sector should see growth from global economic growth and increased government spending on infrastructure. Buyable at these levels. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The industrial sector should see growth from global economic growth and increased government spending on infrastructure. Buyable at these levels. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has gone through a corporate reorganization. The new focus on US single family houses has not shown results yet but its assets are solid and increasing in value. The stock is cheap at 12x earnings with shareholder support. Good growth potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has gone through a corporate reorganization. The new focus on US single family houses has not shown results yet but its assets are solid and increasing in value. The stock is cheap at 12x earnings with shareholder support. Good growth potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It raised guidance higher for sales. It is building for the future. Good track record of growth with very high sales growth. Looks good today and could buy at these prices. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It raised guidance higher for sales. It is building for the future. Good track record of growth with very high sales growth. Looks good today and could buy at these prices. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Earnings rose 120% at $0.35 per share. It beat estimates by 8 cents. Revenue also rose 35%, beating estimates of 7%. A record quarter for them. Acquisitions are being well integrated. The stock has done well and good growth is expected for the next two years. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Earnings rose 120% at $0.35 per share. It beat estimates by 8 cents. Revenue also rose 35%, beating estimates of 7%. A record quarter for them. Acquisitions are being well integrated. The stock has done well and good growth is expected for the next two years. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. As with other growth stocks, it has taken a hit. The revenue base is relatively tiny for a $1.4B market cap. Hard to know when the market rotation bottoms. If the correction lasts, it could see more losses but could be a good trade. Wait to see a positive trend and enter. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. As with other growth stocks, it has taken a hit. The revenue base is relatively tiny for a $1.4B market cap. Hard to know when the market rotation bottoms. If the correction lasts, it could see more losses but could be a good trade. Wait to see a positive trend and enter. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the long term prospects. A fairly unique company. In a tough environment for growth stocks. A buy with the recent weakness. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the long term prospects. A fairly unique company. In a tough environment for growth stocks. A buy with the recent weakness. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Valuations are contributing to the correction in tech stocks. Tech stocks can do well in a higher rate environment but it must be accompanied by good economic growth. The market rotation could last for another 3-6 months. It is recommended to include some income stocks and to not have all tech stocks. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Valuations are contributing to the correction in tech stocks. Tech stocks can do well in a higher rate environment but it must be accompanied by good economic growth. The market rotation could last for another 3-6 months. It is recommended to include some income stocks and to not have all tech stocks. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Value stocks are seeing a big boost with financials greatly up at 12% year to date. There has been a significant correction in certain sectors. Fears of higher interest rates compressed growth stock multiples. Revenues and earnings growth has been solid. Markets have done well when rates rise slowly. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Value stocks are seeing a big boost with financials greatly up at 12% year to date. There has been a significant correction in certain sectors. Fears of higher interest rates compressed growth stock multiples. Revenues and earnings growth has been solid. Markets have done well when rates rise slowly. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Looks to have faster growth compared to its competitors. It survived the 2008 crisis better than MFC. It is still cheap. A slight premium valuation due to perception as a better company. Good dividend growth record. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Looks to have faster growth compared to its competitors. It survived the 2008 crisis better than MFC. It is still cheap. A slight premium valuation due to perception as a better company. Good dividend growth record. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The earnings release and conference call had overall no surprises. The company has lots of cash and the business outlook remains unchanged. The issue was operational and management so it could be in the doghouse for 2 - 4 quarters. Could be dead money for a period of time. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The earnings release and conference call had overall no surprises. The company has lots of cash and the business outlook remains unchanged. The issue was operational and management so it could be in the doghouse for 2 - 4 quarters. Could be dead money for a period of time. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth stocks and the sector in general has seen a big hit this year. There is no specific negative news on the fun. It is getting to interesting levels after a 19% decline this year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth stocks and the sector in general has seen a big hit this year. There is no specific negative news on the fun. It is getting to interesting levels after a 19% decline this year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector has been weak and the company is very cheap. The balance sheet is very strong and production is set to increase. There is a lot of flexibility for the company if it decides to make acquisitions. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector has been weak and the company is very cheap. The balance sheet is very strong and production is set to increase. There is a lot of flexibility for the company if it decides to make acquisitions. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has shown good top-line growth. They have now reached positive operating cash flow this quarter. A new potential order would bring up their current purchase orders of $112M to $435M. Not without risk, debt is not bad. Insiders remained committed at 11% and have been net buyers. Tread cautiously due risks. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has shown good top-line growth. They have now reached positive operating cash flow this quarter. A new potential order would bring up their current purchase orders of $112M to $435M. Not without risk, debt is not bad. Insiders remained committed at 11% and have been net buyers. Tread cautiously due risks. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company’s inventory is quite liquid and they are able to cover current long term debt. Debt levels also look manageable compared to cash flows. The total debt is around average although interest expenses are above average historically.. The current ratio is healthy at 4.3x making short term liabilities less of an issue. Unlock Premium - Try 5i Free