BUY

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.

WAIT
TDOC vs. VEEV Have both run up a lot. Both are probably fundamentally good companies. Long-term, there are legs to this industry. But the price you pay for something does matter to your future returns. Keep an eye on it, put on your watch list, and absolutely snap it up if volatility brings prices back to normal.
WAIT
VEEV vs. TDOC Have both run up a lot. Both are probably fundamentally good companies. Long-term, there are legs to this industry. But the price you pay for something does matter to your future returns. Keep an eye on it, put on your watch list, and absolutely snap it up if volatility brings prices back to normal.
BUY
Global conglomerate in consumer packaged goods. More than half of sales come from emerging markets, with significant growth in India and China. Domiciled in the UK. Excellent example of a way to invest in China. International exposure, less volatility than smaller names. Has held up well during Covid. Low dividend increases, but still growing and moving in the right direction.
RISKY
Microcosm of what's going on in the broader market. Going forward, should do well wilh increased legalization of betting in the US. The industry has legs, but investors need to be careful of the price they pay. You could buy a small position, and then add to it on volatility.
COMMENT
What happens to my stocks when the company is bought out? There are two scenarios. One is that you get shares of the acquiring company instead. This way is often used if the purchasing company's stock is overvalued. The second way is that you get straight cash, the method used often when the purchasing company's stock is undervalued.
TOP PICK
Second largest operator behind 7-11. As Covid restrictions loosen, we'll have more people on the road but also driving rather than using public transportation. Good job of thinking about the future. Launching own brand of food, exploring initiatives in e-charging stations and selling marijuana. Free cash flow has grown 16% over the last 5 years, dividend grows at 22%. Yield is 0.63%. (Analysts’ price target is $51.54)
TOP PICK
Choline product necessary to humans and animals. Also make a purifier for when you don't have water. Through Covid, EBITDA, revenue, and EPS all increased. Grow through acquisition and organically. Prudent with the debt they take on. About 12% free cash flow growth per year. Smart management team. Yield is 0.54%. (Analysts’ price target is $109.25)
TOP PICK
Global leader in enzymes, 48% market share. Dividend has grown by 16% since 2000. Stock's been trading sideways, so with share buybacks investors get a bigger piece of the pie. 34% of sales come from EM. Enzymes are low in cost, but have a big impact on the outcome. Yield is 1.27%.
COMMENT

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

HOLD

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

BUY

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

BUY

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

COMMENT
Big financial research institutions drive markets; the Fed doesn't as it appeared today after Powell's comments. These big companies hold morning meetings to pitch certain stocks as buys and hold and occasionally sells. Covid changed the way the US does business. E-commerce has soared. FedEx, for example, has soared on delivery packages because of e-commerce spikes. But this is a zero-sum gain for those thriving sectors. A FedEx exec said in an investors' call because spending has shifted from the service industry into other sectors like goods. Is the US turning into a manufacturing economy or the service industry is in a downturn (temporarily)?
BUY
Trades at 15x earnings, pays a 3% dividend yield and generates a huge amount of cash. The stock has been slumping during the pandemic, because it's not the kind of stock you buy in an accelerating economy. Recently it announced 18% sales growth, but the stock got slammed, partially because the company didn't offer guidance for 2021 (but so have many companies).