BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues grew 10% and guidance for Q4 was given at 10% growth. Sales grew and earnings blew estimates out of the water by 141%. The company reported very solid numbers and you can still add to a mid-sized position here. Unlock Premium - Try 5i Free

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news to account for the sell off today. However, out of the past 8 days, the stock has risen 7 days with a total increase of $6 in two weeks. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In this current economic environment, 5i is comfortable with a 5%-10% gold position. Gold stocks will provide more upside potential, although bullion funds provide more insurance. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In this current economic environment, 5i is comfortable with a 5%-10% gold position. Gold stocks will provide more upside potential, although bullion funds provide more insurance. Unlock Premium - Try 5i Free

COMMENT
The market has no memory. It plummeted yesterday because of fears that the US has lost control of Covid, yet markets gained today. Any time stocks get hammered it triggers a vaccine reaction in that good news will bail us out. In truth, a vaccine won't reach the masses until the spring probably. We're dealing with cross-currents. Rising cases spells a rough winter, though earnings are up (i.e. Cisco, Disney), a vaccine looks likely to come, and there remains a (rocky) transition to Biden. He expects positive retail company results next week.
DON'T BUY
This meat processor had a major Covid problem that seems to be behind them. He used to believe that better US-China relations would benefit TSN, because the Chinese eat a lot of pork, but now he feels that only sharply better earnings will help. Tyson hasn't delivered on that for a long time. If so, then this will soar. If. They report Monday.
COMMENT
It's problematic. It's been showing signs of life lately, but it isn't an essential retailer. Their sales this winter will determine whether consumers will venture out for non-essentials. They report Tuesday.
WATCH
The CEO is trying to turn it around. Lowe's has its issues, but Covid has helped by causing an exodus from the city to the suburbs. Lowe's isn't there yet, but the numbers should be strong when they report Wednesday.
BUY
Actually, he's glad this has sold off recently, because he expects a fantastic quarterly report next week and the stock should blast off. They want to buy Arm which would make NVDA the king of storage, though they may meet pushback from regulators. In the end, he expects the deal to happen. It reports Wednesday. This is a recovery stock that will rise when the economy improves. Caveat: The valuation is too high for some.
DON'T BUY
It's stuck between $6-7 and can't break out. They're levered to New York City tourism which is tanking nowadays. Macy's has done a lot to turn around, but it may not work in this environment. It reports Thursday.
COMMENT
A cloud stock that automates the back office. It's tough to figure out because its software that automates human resources and finance is too complex for most American investors. But it's a well-run company. It reports Thursday.
COMMENT

It reports Friday. Peers Nike and Under Armour are moving a lot of product, after all. Maybe. However, he prefers Nike for its direct-to-consumer.

SELL ON STRENGTH

It's bottoming because of interest rates. Sell it at $65. You can also swap this for Bristol-Myers.

PARTIAL SELL

Buy after JPM has increased its interest in a Chinese joint venture? His problem is that interest rates are so low that they can't make money. It's a partial sell, and instead buy MS or Goldman.

BUY ON WEAKNESS
Considering another lockdown The new CEO is doing a good job, the consumer appeal is good, and the merchandise is fresh. It's a rare brick and mortar name that he's really warming up to.