Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
September 16, 2020
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.
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Veeva Systems Inc (VEEV-N)
September 16, 2020
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
BUY
September 16, 2020
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.
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Unilever PLC (UL-N)
September 16, 2020
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.
SPECULATIVE BUY
SPECULATIVE BUY
September 16, 2020
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.
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DraftKings (DKNG-N)
September 16, 2020
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.
TOP PICK
TOP PICK
September 16, 2020
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)
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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
TOP PICK
September 16, 2020
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)
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Balchem Corp (BCPC-Q)
September 16, 2020
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
TOP PICK
September 16, 2020
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%.
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Novozymes (NZYMB-CPH)
September 16, 2020
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%.
HOLD
HOLD
September 16, 2020

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

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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