Latest Expert Opinions

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BUY
BUY
September 16, 2020

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

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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
BUY
September 16, 2020

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

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Cargojet Inc (CJT-T)
September 16, 2020

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

BUY
BUY
September 16, 2020
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).
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Campbell Soup Company (CPB-N)
September 16, 2020
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).
BUY
BUY
September 16, 2020

The US housing strength keeps catching stock analysts by surprise. Lennar just released a fine quarter. Home building is surging along with great demand for it. This isn't supposed to happen considering high unemployment and businesses closing for so many., The pandemic has changed everything--if you work from home, you're not waiting for a vaccine, but converting your bedroom into an office. This work at home trend is a tailwind to furniture companies like Wayfair.

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Lennar Corp. (LEN-N)
September 16, 2020

The US housing strength keeps catching stock analysts by surprise. Lennar just released a fine quarter. Home building is surging along with great demand for it. This isn't supposed to happen considering high unemployment and businesses closing for so many., The pandemic has changed everything--if you work from home, you're not waiting for a vaccine, but converting your bedroom into an office. This work at home trend is a tailwind to furniture companies like Wayfair.

COMMENT
COMMENT
September 16, 2020

Got an analyst upgrade today and the stock surged and lifted the entire retail clothing sector. He prefers tried-and-true Lululemon though.

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Tapestry Inc. (TPR-N)
September 16, 2020

Got an analyst upgrade today and the stock surged and lifted the entire retail clothing sector. He prefers tried-and-true Lululemon though.

COMMENT
COMMENT
September 16, 2020

Morgan Stanley's CEO expects positive cash flow in the second half of 2020. The stock rallied over 10% today after that statement, which he finds incredible. However, he doesn't know anyone who expects positive cash flow from GE. Expect Honeywell and 3M to go up along with this, at least tomorrow.

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General Electric (GE-N)
September 16, 2020

Morgan Stanley's CEO expects positive cash flow in the second half of 2020. The stock rallied over 10% today after that statement, which he finds incredible. However, he doesn't know anyone who expects positive cash flow from GE. Expect Honeywell and 3M to go up along with this, at least tomorrow.

DON'T BUY
DON'T BUY
September 16, 2020
Why is it being downgraded while peers are rising? Because business and international travel remain restricted, which limits United's revenues.
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Why is it being downgraded while peers are rising? Because business and international travel remain restricted, which limits United's revenues.