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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although it is expected based on consensus to show lower growth, the business is more diversified than their peers. Overall it is a safer investment. It is not significantly oversold at these levels at 18x earnings. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tech would potentially be at risk if there is inflation. Most growth and higher value companies will be volatile if rates or inflation rises. Financials and materials would be the main beneficiaries. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tech would potentially be at risk if there is inflation. Most growth and higher value companies will be volatile if rates or inflation rises. Financials and materials would be the main beneficiaries. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent strength in the markets could be a combination of low interest rates and therefore lack of alternatives to stocks and the feeling that the worst has already occurred. The world closed in March but many companies prospered. Savings rates have also gone up so there is a lot of cash in the economy right now. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent strength in the markets could be a combination of low interest rates and therefore lack of alternatives to stocks and the feeling that the worst has already occurred. The world closed in March but many companies prospered. Savings rates have also gone up so there is a lot of cash in the economy right now. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There was a lawsuit that was filed against them which could be reason for the decline. The news is not unusual for the sector. There is little risk for the dividend. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There was a lawsuit that was filed against them which could be reason for the decline. The news is not unusual for the sector. There is little risk for the dividend. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A good way to get general exposure to the cloud computing space. The fast development in AI and edge computing leads to a favourable outlook. Remote work is also a tailwind for demand. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A good way to get general exposure to the cloud computing space. The fast development in AI and edge computing leads to a favourable outlook. Remote work is also a tailwind for demand. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Some insider selling is normal since the stock is up more than 900% this year. The recent insider selling is not a great sign, but not so worrying in this case. At last report, insiders owned 23%. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Some insider selling is normal since the stock is up more than 900% this year. The recent insider selling is not a great sign, but not so worrying in this case. At last report, insiders owned 23%. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The fintech payment space is viewed favourably for 2021. This ETF holds the major players in the space. The pandemic has accelerated competition in the space and as friction in digital payment is reduced, this trend will continue. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The fintech payment space is viewed favourably for 2021. This ETF holds the major players in the space. The pandemic has accelerated competition in the space and as friction in digital payment is reduced, this trend will continue. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Canadian version of the US-listed ARK funds. The holdings are the same. Has good diversification and broad exposure to innovation. MER is quite high at 1.7%. The US-listed ARK funds are still preferred. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Canadian version of the US-listed ARK funds. The holdings are the same. Has good diversification and broad exposure to innovation. MER is quite high at 1.7%. The US-listed ARK funds are still preferred. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Blue Yonder that has a suit against the company is pointing to only $20 million in lost sales. With an annual revenue of $200M, it is not particularly material. There is not too much concern with this news. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Blue Yonder that has a suit against the company is pointing to only $20 million in lost sales. With an annual revenue of $200M, it is not particularly material. There is not too much concern with this news. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A lot of companies with high performance seem to be selling off today. There are lower trading volumes in the markets, as well as adjustments for year-end positioning so volatility is not unexpected. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A lot of companies with high performance seem to be selling off today. There are lower trading volumes in the markets, as well as adjustments for year-end positioning so volatility is not unexpected. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock saw a sharp sell-off but there was no company news. The recent spike was pretty dramatic, with a $112 gain yesterday so it is normal to see a bit of pullback. Support is around the $1400-1425 range. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock saw a sharp sell-off but there was no company news. The recent spike was pretty dramatic, with a $112 gain yesterday so it is normal to see a bit of pullback. Support is around the $1400-1425 range. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Management has a decent record although recent quarters saw some misses with 5 out of the last 8 missed expectations. Shares have done well since 2016 asides covid's impact. Insiders own over 20%. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Management has a decent record although recent quarters saw some misses with 5 out of the last 8 missed expectations. Shares have done well since 2016 asides covid's impact. Insiders own over 20%. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company continues to do a good job matching fashion trends and controlling inventory. EPS is expected to rise 5 fold compared to this fiscal year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company continues to do a good job matching fashion trends and controlling inventory. EPS is expected to rise 5 fold compared to this fiscal year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is possible to see a correction in January, especially following big gains this year. It tends to be a short term event however. 5i would not make major portfolio moves on the possibility. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is possible to see a correction in January, especially following big gains this year. It tends to be a short term event however. 5i would not make major portfolio moves on the possibility. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is showing better momentum and 5i likes it. It is cheap on valuation and is less vulnerable to changing customer taste. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is showing better momentum and 5i likes it. It is cheap on valuation and is less vulnerable to changing customer taste. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although it is expected based on consensus to show lower growth, the business is more diversified than their peers. Overall it is a safer investment. It is not significantly oversold at these levels at 18x earnings. Unlock Premium - Try 5i Free