Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
October 9, 2020
A big healthcare company. It has recently had a tough go, but they are still positive on it. Their HIV franchise continues to expand. The new management team has a good growth strategy that he views positively. Their oncology acquisitions were good moves. The assets were not cheap so execution needs to come through.
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A big healthcare company. It has recently had a tough go, but they are still positive on it. Their HIV franchise continues to expand. The new management team has a good growth strategy that he views positively. Their oncology acquisitions were good moves. The assets were not cheap so execution needs to come through.
BUY WEAKNESS
BUY WEAKNESS
October 9, 2020
It's easier to recommend holding than to put new money in. Long term it is still a good investment. The stock is still pretty expensive with blended forward P/E at 30, which is high relative to its history. For the very long term, it is a good choice. The wearables and service side is the most promising section of the business.
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Apple (AAPL-Q)
October 9, 2020
It's easier to recommend holding than to put new money in. Long term it is still a good investment. The stock is still pretty expensive with blended forward P/E at 30, which is high relative to its history. For the very long term, it is a good choice. The wearables and service side is the most promising section of the business.
HOLD
HOLD
October 9, 2020
A transportation and infrastructure name. It has been disappointing, especially with the shutdown heavily affecting this sector. The 407 is still the crown jewel in all of transportation infrastructure. Long term, it is still a good investment. Once COVID is under control, people will not want to take public transport. We will probably see more driving.
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Ferrovial SA (FER-SM)
October 9, 2020
A transportation and infrastructure name. It has been disappointing, especially with the shutdown heavily affecting this sector. The 407 is still the crown jewel in all of transportation infrastructure. Long term, it is still a good investment. Once COVID is under control, people will not want to take public transport. We will probably see more driving.
BUY
BUY
October 9, 2020
It is one of the safer ways for NA investors to get access to investment in China. They are not just in e-commerce, but also in cloud and payment services. As a general e-commerce play, it is safe.
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It is one of the safer ways for NA investors to get access to investment in China. They are not just in e-commerce, but also in cloud and payment services. As a general e-commerce play, it is safe.
COMMENT
COMMENT
October 9, 2020
Just because interest rates are low, it does not necessarily mean that it is all bad for financial institutions. The rate curves have been steepening which bodes well for banks in net interest rate margins. We will see a return of financials with a gradual return. There has also been good off-set from the sales and trading, and issuance side. There may be further scrutiny with their recent regulatory issues.
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Citigroup Inc. (C-N)
October 9, 2020
Just because interest rates are low, it does not necessarily mean that it is all bad for financial institutions. The rate curves have been steepening which bodes well for banks in net interest rate margins. We will see a return of financials with a gradual return. There has also been good off-set from the sales and trading, and issuance side. There may be further scrutiny with their recent regulatory issues.
COMMENT
COMMENT
October 9, 2020
The ESG movement is well underway and hydrogen is an area where there is a lot of potential.
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The ESG movement is well underway and hydrogen is an area where there is a lot of potential.
BUY WEAKNESS
BUY WEAKNESS
October 9, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has performed well and is now expensive. Investors need to be comfortable with a certain level of volatility. It has a large market and plenty of room to grow still. Patience is required for this name. Unlock Premium - Try 5i Free

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Shopify Inc. (SHOP-T)
October 9, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has performed well and is now expensive. Investors need to be comfortable with a certain level of volatility. It has a large market and plenty of room to grow still. Patience is required for this name. Unlock Premium - Try 5i Free