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. 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. 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. 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 announced a large share sale and this is probably why the share has dropped. Shares are below offer price which should be temporary. A reasonable response to a large deal. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sector diversification is more important than worrying about the tech sell-off. Tech names will recover with time. It makes sense to add to cyclical and materials. Consumer cyclicals should see more strength than materials. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Central banks can only do so much to control rates. Market rates can still rise. Central banks want low rates to allow for recovery to take hold. Savings rates are high and there is an anything but cash mentality. Limited supply assets become more valuable when governments prints more money. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector rally has paused though TOU is still up 39% this year. The stock remains attractive on most metrics and good growth is expected this year. Next year should see slower growth. Cash flow is good and dividend was raised a couple weeks ago. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There has been no news to account for the recent pull-back. It is probably profit taking since it is up 86% this year. Growth stocks in general have seen weakness. Remains interesting and finances look good. Revenue base is still low and expectations are high. It will likely perform not as well in a weak overall market environment. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is looking more attractive with the pull back this year. Contract prices are rising and this year should see some robust growth. Much will depend on global recovery. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Higher rates would be beneficial for banks and insurance companies. It would mean higher returns on surplus money and higher margins. Growth companies would be hit due to the impact on cash flow and valuation can be impacted even though fundamentals may not change. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The addition to the index has caused an initial flurry in trading. Overall volume trends should rise. The stock has had thin trading until now. 5i would be quite comfortable with buying today. Unlock Premium - Try 5i Free