Billy Kawasaki’s Insights - Picks from 5i Research. Technology, industrials and consumer stocks should do better if the low interest rate environment continues along with a higher inflation rate. Dividend stocks should also perform better with lower rates. The “anything but cash” mantra should make equities continue to be attractive. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The company continues to transform and has done well. The market cap has grown and revenues should be over $200M next year. Debt remains high however, and it has negative cash flow. Top line growth over the next two years is expected to be in the range of 20%-30%. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. It has underperformed and investors have priced in much of the risk, including lower performance in Latin America. The dividend payout ratio is very low and the dividend is considered safe. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The fund is expected to show 75% earnings growth next year. The interest in renewable energy is expected to stay high. This should result in further valuation gains. Unlock Premium - Try 5i Free

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

Billy Kawasaki’s Insights - Picks from 5i Research. The company has potential to continue to grow at a good rate through acquisitions. Q2 results were satisfactory for investors and their balance sheet remains strong. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The upcoming throne speech should not affect how people manage their portfolio since it would just be a guess on what might happen. Infrastructure companies should benefit from increased spending on large scale projects. Tax rates and rules are not expected to change. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The potential Topicus spin out still has some details to be released. 5i expects the stock price to drop to reflect the value of the spin out although current investors should receive Topicus shares when this happens. Spin outs can create value despite it being harder to grow a company as it gets bigger. CSU has a solid history. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. A global momentum-based ETF that has done much better than other similar ETFs. They hold the underlying international stocks directly. It holds good quality companies despite its small size. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The company has profited from the pandemic and increased e-commerce. It is currently quite expensive and has debt, but it could be a good play for investors with high risk tolerance. EPS is expected to double next year, which should mitigate some risk from the debt which is currently 2x cash flow. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. We saw a sharp sell-off in March and the tech sector recently sold off by up to 10%. It’s hard to predict when the next correction might come. We might see more volatility because of the US elections, but 5i does not expect a sharp correction. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. They announced that they will power AWS Training and Certification offerings. More US investors might look into the stock with the recent announcement. It’s shown good momentum since going public. It’s currently trading above 15x sales but they have recently beat Q2 sales estimates. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The stock is currently trading at 10x earnings, making it very cheap. If we see a rally in metals, earnings have a good leverage. They pay a healthy dividend and the balance sheet is strong. It is sensitive to commodity prices however. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The recent results were overall very solid. Revenue, as well as Earnings per Share both beat expectations. Same store sales were up 11% and continues to have good momentum. They are transitioning their brand right now and it is going as expected. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. Today’s picks include Canadian technology as well as a Brookfield fund. The Nasdaq has tumbled whereas the TSX saw a lift to finish off the week on a high note. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The last quarter results were fine. They beat earnings estimates by 10% and earnings per share was much higher than the consensus. Their revenue is up 30% year over year. The company has a great balance sheet and a good management team. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. There are concerns over the impact of coronavirus on retail locations. They just completed a large share buyback and the company is committed to the distribution. They have a good track record and the company is looking long term to opportunity in retail when the virus has passed. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Picks from 5i Research. The company started trading in the US today. There may be some volatility as it is a small company by US standards, but investors in the states might be willing to pay more for the valuation potential. Some investors might buy it just in case it is the next Shopify. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The housing sector has seen some strength despite the coronavirus. The strength is probably unsustainable, however, and low interest rates can’t continue to support it. A crash is unlikely but it may drift a while. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock price reflects a lot of concern and they cut their dividend. It’s currently down 56% ytd. However, the electric trend will take decades and they can convert their 1,500 gas stations to power stations eventually. You get a decent name for a good price. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The balance sheet and cash flow is in good shape. They expect decent earnings growth this year, and its valuation is cheap. It’s currently buying back stock. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It pulled back nearly $200 in four days so it is a good time to add to holdings. It will likely see a bounce in the near term. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Low interest rates benefit the company but the company’s success is not necessarily contingent on it. A quick jump in rates might disrupt the stock as would other companies. BAM.A is not investing in low returning projects just because of low rates. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.  Covid has helped the company with consumers more aware of health. They beat sale estimates last quarter but missed on EPS. It’s trading within its expected growth rate. The health trend should be sustained even after covid. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. An ETF that holds derivatives and total return swaps instead of stocks directly. Most of the portfolio is cash which mitigates counterparty risk. It has met its goals. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The markets sold-off but there has been no real negative news. Markets have had a good run, with technology making big gains. It is probably a matter of investors taking profits that elicited more profit taking. Analysts believe it is normal, particularly looking at the straight up rally markets have had. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has performed well and analysts continue to like it. They pay a modest 1.7% dividend. Earnings and balance sheets remain positive. They may potentially benefit from government infrastructure spending programs. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.  An equal weight global healthcare ETF. A good choice for an ETF that covers the sector. It offers good yield with high quality companies. Potential investors should keep in mind the US elections in November, as the healthcare sector may see increased volatility in the short term. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A Canadian network management services provider for mortgages and insurance. The company has a good balance sheet with very solid growth. It’s currently not too expensive. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock market has seen a surprising rally, welcoming stronger than expected Q2 earnings. However, a correction of around 10% is possible. Investors should still be comfortable investing now for a medium term timeframe of 3-5 years. Low interest rates and good earnings growth expectations for 2021 has investors willing to pay more for stocks. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It continues to execute well with a solid management team. The company is well financed and is likely to profit from the expansion of the sector. Growth prospects are positive with committed insiders. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.  Q2 results were better than expected and beat consensus. Their adjusted earnings per share fell from 97 cents to 71 cents and revenues fell by 31% year over year. However, same store sales growth is positive. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The ETF focuses on good dividend payers and offers good yield with a strong track record. It strategically covers multiple sectors including financials, utilities, energy and real estate. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There has been some negative sentiment for their mall holdings. However, the malls are prime real estate in major urban areas. The risk is even smaller when comparing their real estate exposure to their other business potential. Analysts expect BAM to put money up for buybacks. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock reached its 52-week high recently. E-commerce providers have been gaining attention due to the pandemic. Last quarter results were positive considering the lockdown and other headwinds. The long-term outlook is positive with a mix of organic and acquisition growth. Unlock Premium - Try 5i Free