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PAST TOP PICK
(A Top Pick Sep 30/19, Down 22%) People are not going to restaurants because of coronavirus. He is very cautious with all stocks related to entertainment, including restaurants and shopping malls. There won't be a quick snap back in the restaurant sector.
food services
PAST TOP PICK
(A Top Pick Sep 30/19, Up 16%) There is still good opportunities in the engineering consulting side. There is potential large spending in infrastructure. The model average return is 26%.
Business Services
TOP PICK
Has a 900M market cap. They make pressure sensitive and water activated sealing tape used in e-commerce shipping. They have 11% free cashflow yield that they would use to pay down debt. Earnings are expected to grow well through 2021. Technical analysis notes that it has reversed a 3 year down trend. Potential 30-34% upside. An e-commerce play. (Analysts’ price target is $18.19)
packaging / containers
TOP PICK
$20B market cap that operates in N Ontario and California. A very big free cash flow yield. Earnings, sales are both up nicely. They are undertaking a new drilling program that could potentially offer high grade underground deposits. A potential 10-17% upside. (Analysts’ price target is $79.82)
precious metals
TOP PICK
They have not owned a financial service stock in a long time. They have a $30B market cap. 4% yield. Free cashflow has been growing and earnings are expected to grow through 2021. A potential 13% upside. (Analysts’ price target is $59.11)
insurance
COMMENT

Billy Kawasaki’s Insights - Picks from 5i Research. Today’s picks include Canadian technology as well as a Brookfield fund. The Nasdaq has tumbled whereas the TSX saw a lift to finish off the week on a high note. Unlock Premium - Try 5i Free

Unknown
BUY

Billy Kawasaki’s Insights - Picks from 5i Research. The last quarter results were fine. They beat earnings estimates by 10% and earnings per share was much higher than the consensus. Their revenue is up 30% year over year. The company has a great balance sheet and a good management team. Unlock Premium - Try 5i Free

computer software / processing