Today, Brett Girard, CPA, CA, CFA and Stockchase Insights commented about whether CJT-T, VMO-T, CSU-T, NZYMB-CPH, BCPC-Q, ATD.B-T, DKNG-Q, UL-N, VEEV-N, TDOC-N, BAM-N, BEP.UN-T, WMT-N, ATRI-Q, ITRK-LON, DHR-N, TD-T, CB-N, F-N, TCEHY-OTC, OTIS-N, AOS-N, RAVN-Q are stocks to buy or sell.
Billy Kawasaki’s Insights - Picks from 5i Research. The upcoming throne speech should not affect how people manage their portfolio since it would just be a guess on what might happen. Infrastructure companies should benefit from increased spending on large scale projects. Tax rates and rules are not expected to change. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Picks from 5i Research. The potential Topicus spin out still has some details to be released. 5i expects the stock price to drop to reflect the value of the spin out although current investors should receive Topicus shares when this happens. Spin outs can create value despite it being harder to grow a company as it gets bigger. CSU has a solid history. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Picks from 5i Research. A global momentum-based ETF that has done much better than other similar ETFs. They hold the underlying international stocks directly. It holds good quality companies despite its small size. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Picks from 5i Research. The company has profited from the pandemic and increased e-commerce. It is currently quite expensive and has debt, but it could be a good play for investors with high risk tolerance. EPS is expected to double next year, which should mitigate some risk from the debt which is currently 2x cash flow. Unlock Premium - Try 5i Free
BAM vs. BEP.UN They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.