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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The market cap has now exceeded $1B. Momentum is good. Okay for growth investor in a different and growing sector. The company is doing a lot of things right. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good growth is expected in the next couple years. Acquisitions may be in the cards. Could wait for a bit of a pullback to enter. Not the type of stock that will spike up suddenly. Has missed 6 out of 8 quarters so an opportunity may present itself. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good growth is expected in the next couple years. Acquisitions may be in the cards. Could wait for a bit of a pullback to enter. Not the type of stock that will spike up suddenly. Has missed 6 out of 8 quarters so an opportunity may present itself. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Results from last quarter looked good. All metrics beat streets. 30 cents EPS was nearly double expectations. EBITDA was 138% better than forecast. Production rose 54% compared to prior years. Numbers are good. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Results from last quarter looked good. All metrics beat streets. 30 cents EPS was nearly double expectations. EBITDA was 138% better than forecast. Production rose 54% compared to prior years. Numbers are good. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They are in the midst of acquiring CRH. They will have more than $300M sales. Including expected growth, it looks much cheaper than it is. The company has lost money to date but is expected to make a profit this year. It must execute and is not risk free. Good growth potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They are in the midst of acquiring CRH. They will have more than $300M sales. Including expected growth, it looks much cheaper than it is. The company has lost money to date but is expected to make a profit this year. It must execute and is not risk free. Good growth potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tech in general has been weak so this may account for recent weakness. It remains up this year though. A fine buy today. This year should be good for the company. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tech in general has been weak so this may account for recent weakness. It remains up this year though. A fine buy today. This year should be good for the company. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Higher rates has a negative impact on bond prices, so shorter duration bonds will help reduce the impact of higher rates. Adding bonds right now is a good way to diversify away from equities and for downside protection. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Higher rates has a negative impact on bond prices, so shorter duration bonds will help reduce the impact of higher rates. Adding bonds right now is a good way to diversify away from equities and for downside protection. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth potential and its sector focus is strong. It is well-managed and it is a buy today for growth investors. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth potential and its sector focus is strong. It is well-managed and it is a buy today for growth investors. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Though the Rogers-Shaw deal makes them stronger, the deal essentially eliminates a competitor. The oligopoly is even stronger. It is not overly negative for the incumbents. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Though the Rogers-Shaw deal makes them stronger, the deal essentially eliminates a competitor. The oligopoly is even stronger. It is not overly negative for the incumbents. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is quite safe and is still well priced. Risk reward profile is good and has good potential. It is a cyclical company however. The valuation is quite convincing for the potential.The recent acquisition is also a positive. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is quite safe and is still well priced. Risk reward profile is good and has good potential. It is a cyclical company however. The valuation is quite convincing for the potential.The recent acquisition is also a positive. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The onshoring trend could be a longer term theme. There is a desire to bring certain types of manufacturing back home. Semiconductors for example could be such an industry. Retail is also a sector that will grow. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The onshoring trend could be a longer term theme. There is a desire to bring certain types of manufacturing back home. Semiconductors for example could be such an industry. Retail is also a sector that will grow. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported $8.8M in revenue, an increase of 167%. EBITDA was above break even. BTHey are now sitting on $26.5M in cash after recent financing. Sales pipeline is looking good. The sector as a whole looks good, and they have offered positive commentary. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported $8.8M in revenue, an increase of 167%. EBITDA was above break even. BTHey are now sitting on $26.5M in cash after recent financing. Sales pipeline is looking good. The sector as a whole looks good, and they have offered positive commentary. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their revenues were 32% better than expected at $103M. Sales rose 50% YOY. EBITDA increased 78%, beating estimates. Production was good and mines are producing and selling well. Prices are higher than 2019. Balance sheet and guidance is good. Even after big gains, the stock is trading at 8x earnings which is attractive for the sector. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their revenues were 32% better than expected at $103M. Sales rose 50% YOY. EBITDA increased 78%, beating estimates. Production was good and mines are producing and selling well. Prices are higher than 2019. Balance sheet and guidance is good. Even after big gains, the stock is trading at 8x earnings which is attractive for the sector. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have finally gotten Shaw with a very large premium. A big deal at $26B. Regulators will surely be looking at this closely. Shares may come under pressure but they claim $1B in synergies and it should make a successful merger if the regulators allow this. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have finally gotten Shaw with a very large premium. A big deal at $26B. Regulators will surely be looking at this closely. Shares may come under pressure but they claim $1B in synergies and it should make a successful merger if the regulators allow this. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Considering the current market and inflationary pressure, an allocation in Materials is fine. A benchmark allocation should be around 10%. The sector is looking fine these days. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Considering the current market and inflationary pressure, an allocation in Materials is fine. A benchmark allocation should be around 10%. The sector is looking fine these days. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Key market indicators are increasing. Interest rates and earnings are going up and this could be beneficial for sectors like oil. However, investors should have a three year time horizon and should not pre-guess sector shifts. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Key market indicators are increasing. Interest rates and earnings are going up and this could be beneficial for sectors like oil. However, investors should have a three year time horizon and should not pre-guess sector shifts. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The market cap has now exceeded $1B. Momentum is good. Okay for growth investor in a different and growing sector. The company is doing a lot of things right. Unlock Premium - Try 5i Free