5i Research
Latest Top Picks
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cash is the best hedge if you are worried about a large correction. Many reverse products are pricey and cash cannot decline in value. A single inverse ETF like SH could also be an option. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cash is the best hedge if you are worried about a large correction. Many reverse products are pricey and cash cannot decline in value. A single inverse ETF like SH could also be an option. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If inflation coincides with a strong economy, industrial and tech stocks have good pricing power. Gold and other metals are also a good option as a hedge against inflation. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If inflation coincides with a strong economy, industrial and tech stocks have good pricing power. Gold and other metals are also a good option as a hedge against inflation. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A good choice for sustainability and reliability. Telus offers more overall growth potential than its peers. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A good choice for sustainability and reliability. Telus offers more overall growth potential than its peers. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Banks remain attractive, especially for their valuation and dividends. The banking sector rallied strongly in November but the ETF is still a fine buy. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Banks remain attractive, especially for their valuation and dividends. The banking sector rallied strongly in November but the ETF is still a fine buy. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The US listing is generally positive. The move to be on the US index makes sense for a high growth company. Investors in the US are fine paying up front for future growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The US listing is generally positive. The move to be on the US index makes sense for a high growth company. Investors in the US are fine paying up front for future growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Higher current valuations in the stock market may lead to a more muted 2021. However, it is not impossible to see a strong year, especially with earnings expected to grow, an effective vaccine and overall recovery in economic activities. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Higher current valuations in the stock market may lead to a more muted 2021. However, it is not impossible to see a strong year, especially with earnings expected to grow, an effective vaccine and overall recovery in economic activities. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A good ETF for investors looking for exposure in China. The fund is large and liquid with a relatively ok MER of 0.60%. As China recovers more quickly from covid than other countries,it has good growth potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A good ETF for investors looking for exposure in China. The fund is large and liquid with a relatively ok MER of 0.60%. As China recovers more quickly from covid than other countries,it has good growth potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Despite it being 90% up this year, it is still relatively cheap at 9x earnings. They also added to their dividends in the peak of the pandemic. They blew estimates away and the stock has seen some upgrades. Growth may slow but it has some more runway. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Despite it being 90% up this year, it is still relatively cheap at 9x earnings. They also added to their dividends in the peak of the pandemic. They blew estimates away and the stock has seen some upgrades. Growth may slow but it has some more runway. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their latest acquisition was viewed positively by investors. The GIC backing and ESG shift is also positive. A good long term hold. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their latest acquisition was viewed positively by investors. The GIC backing and ESG shift is also positive. A good long term hold. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has recently announced its intentions to move towards more renewables over time. A company that has solid history and 5i would bet that this transition is a success. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has recently announced its intentions to move towards more renewables over time. A company that has solid history and 5i would bet that this transition is a success. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has seen some volatility recently with Air Canada announcing a push into cargo. Online shopping has been a tailwind but the vaccine news may have stalled this and changed investor sentiment. No reason to sell. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has seen some volatility recently with Air Canada announcing a push into cargo. Online shopping has been a tailwind but the vaccine news may have stalled this and changed investor sentiment. No reason to sell. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A growth to value shift is difficult to predict with certainty. Tech does not have to slow down post covid, and if global growth does not ramp up, investors will still be willing to pay a premium for growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A growth to value shift is difficult to predict with certainty. Tech does not have to slow down post covid, and if global growth does not ramp up, investors will still be willing to pay a premium for growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Most experts suggest a 5%-10% cash holding as a general rule. However, holding too much cash is essentially a market call and it is generally better to be in the market than out. 5i would not adjust cash on market conditions since this is just another form of timing the markets. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Most experts suggest a 5%-10% cash holding as a general rule. However, holding too much cash is essentially a market call and it is generally better to be in the market than out. 5i would not adjust cash on market conditions since this is just another form of timing the markets. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A spin off from Equinox. It has interesting projects in South America. The asset portfolio looks good and management is competent. A very good quality developer that is still largely unknown. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A spin off from Equinox. It has interesting projects in South America. The asset portfolio looks good and management is competent. A very good quality developer that is still largely unknown. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cash flow is negative but they currently have $7.7B in cash versus $6B in net debt. Debt maturities are well spread out. Overall, it is still a net positive and creditors know the company is worth more than just an operating entity. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cash flow is negative but they currently have $7.7B in cash versus $6B in net debt. Debt maturities are well spread out. Overall, it is still a net positive and creditors know the company is worth more than just an operating entity. Unlock Premium - Try 5i Free
