TOP PICK
Bullish on gas for the first time in years. Outlook for gas is very strong. An easy way to play growing demand. You have scale, good balance sheet, dividend payments. Valuation is good. 15% free cashflow at $50 oil. 90% upside is possible. (Analysts’ price target is $22.52)
TOP PICK
The biggest land driller in Canada and one of the largest in North America. They still generated free cashflow even during challenging times. At $50 oil, they can generate free cashflow equivalent to their market cap if producers drill to maintain production. Downside is limited since they generated free cash this year still. (Analysts’ price target is $1.22)
PAST TOP PICK
(A Top Pick Nov 15/19, Down 31%) There were talks of expanding outside of Colombia during better times last year. MNA is no longer a priority. They are trying to maximize their share buybacks. A net cash, debt free company, which is a good position. The valuation is less attractive than others.
PAST TOP PICK
(A Top Pick Nov 15/19, Down 33%) The stock is down 53% year to date. They were not rash in the beginning of the year. They only cut dividends by 50% compared to others who slashed them or cancelled completely. A good executer of mergers and acquisitions. There is insider buying, dividend, and good balance sheet. A net negative emitter due to their CO2 injection project so it is good for ESG investors. Trading at 3.9x next year and 20% free cashflow yield.
PAST TOP PICK
(A Top Pick Nov 15/19, Down 58%) A very well run company that is undervalued.
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Interest in renewable power stems from rapid growth and a belief that traditional carbon energy sources are finished. There is some speculation so one must be careful of valuation. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The tech sector should continue to grow. One must watch the valuation and consider the timeframe for investments. Long term growth of the sector should be positive. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The announcement this week about the division was non core. The deal is fine probably and allows BLDP to focus on their other ventures. Unlock Premium - Try 5i Free

TOP PICK

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector and in particular the company has shown good momentum. Good cash flow off-sets their stretched balance sheet. Cheap on valuation. Unlock Premium - Try 5i Free