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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the market rotation was quite violent, it is normal market action following big gains. Markets tend to be fine with higher interest rates when there is growth. Having both value and growth stocks is the preferred strategy. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the market rotation was quite violent, it is normal market action following big gains. Markets tend to be fine with higher interest rates when there is growth. Having both value and growth stocks is the preferred strategy. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent quarter results were a record. Revenue beat estimates by $15M. Total volume increased 53% and EBITDA rose 61%. Net income is now positive. Guidance was raised to $600M, which is much higher than the current $476M estimates. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent quarter results were a record. Revenue beat estimates by $15M. Total volume increased 53% and EBITDA rose 61%. Net income is now positive. Guidance was raised to $600M, which is much higher than the current $476M estimates. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company holds a good amount of cash at $65M and has no debt. A well-positioned supplier of key semiconductor components. The increased demand for chips will be a tailwind. Shares are attractive compared to historical figures. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company holds a good amount of cash at $65M and has no debt. A well-positioned supplier of key semiconductor components. The increased demand for chips will be a tailwind. Shares are attractive compared to historical figures. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting. The stock has done well following its public debut a month ago at $10. The company seems to be well managed and there is a good story and potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting. The stock has done well following its public debut a month ago at $10. The company seems to be well managed and there is a good story and potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Hard assets generally do better when governments print money to pay off the debt. Metals, oil, gold and silver tend to hold their value better. Bitcoin may serve this purpose but it’s not proven yet. Gold and silver would be the best performers in extreme scenarios. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Hard assets generally do better when governments print money to pay off the debt. Metals, oil, gold and silver tend to hold their value better. Bitcoin may serve this purpose but it’s not proven yet. Gold and silver would be the best performers in extreme scenarios. 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 drop. The stock is still up 114% in a year. It may be that lower-quality names are attracting capital. 5i remains very comfortable with it overall. 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 drop. The stock is still up 114% in a year. It may be that lower-quality names are attracting capital. 5i remains very comfortable with it overall. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has seen a pullback with the growth sell off. The stock price is starting to look attractive. Growth potential is good. Sales should rise 40% and the outlook for the sector as a whole is positive. EPS should rise more than 4x this year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has seen a pullback with the growth sell off. The stock price is starting to look attractive. Growth potential is good. Sales should rise 40% and the outlook for the sector as a whole is positive. EPS should rise more than 4x this year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the favourites in the gold sector. The company remains debt-free and has $466M in cash. 5i is comfortable owning it today. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the favourites in the gold sector. The company remains debt-free and has $466M in cash. 5i is comfortable owning it today. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Fear in the market is certainly overdone. The 10-year rate was 2% in 2019 and markets were fine. Stocks have done well in rising rate environments since it is usually the result of economic growth. The best thing to do right now is to stay the course. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Fear in the market is certainly overdone. The 10-year rate was 2% in 2019 and markets were fine. Stocks have done well in rising rate environments since it is usually the result of economic growth. The best thing to do right now is to stay the course. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no company specific news that would point to the decline recently. There has been a sector based sell-off in tech and growth stocks in general this week. Probably related to concerns over interest rates. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no company specific news that would point to the decline recently. There has been a sector based sell-off in tech and growth stocks in general this week. Probably related to concerns over interest rates. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It missed estimates for revenue bt 5% and EPS by 16%. The balance sheet is strong and is showing better growth than expected. Around $17.50, it would be attractive. Though it has now raised dividends since 2017, it is acceptable with good growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It missed estimates for revenue bt 5% and EPS by 16%. The balance sheet is strong and is showing better growth than expected. Around $17.50, it would be attractive. Though it has now raised dividends since 2017, it is acceptable with good growth. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The market has shifted quickly recently. However, with an appropriate time frame, this stock should do fine. Nothing has changed fundamentally or at the company level. Though not risk free, the drop is market-related and not fundamental issues with the company. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The market has shifted quickly recently. However, with an appropriate time frame, this stock should do fine. Nothing has changed fundamentally or at the company level. Though not risk free, the drop is market-related and not fundamental issues with the company. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth stocks have been weak for a few weeks. Investors are taking profits on stocks with embedded gains. The market, for now, is worried about higher interest rates. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth stocks have been weak for a few weeks. Investors are taking profits on stocks with embedded gains. The market, for now, is worried about higher interest rates. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues beat street estimates by 4%. EBITDA was 2% better at $29M. It is trading at 26x earnings, which is reasonably considering the high growth expectations. There are competitors but they have strong market share. A higher risk buy for growth and some income. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues beat street estimates by 4%. EBITDA was 2% better at $29M. It is trading at 26x earnings, which is reasonably considering the high growth expectations. There are competitors but they have strong market share. A higher risk buy for growth and some income. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales met expectations at $104M. EPS was around 14% lower than estimates. EBITDA was 12% better than the street at $15.6M. Outlook remains positive with sales expected to grow at least 25% this year. EPS should double. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales met expectations at $104M. EPS was around 14% lower than estimates. EBITDA was 12% better than the street at $15.6M. Outlook remains positive with sales expected to grow at least 25% this year. EPS should double. Unlock Premium - Try 5i Free
