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November 18, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Biden win was probably fully priced in so that accounts for the slight pullback recently. The stocks are up 50% this year. Sector rotation is also a factor and investors may be switching out for underperforming stocks. No real concern and both companies remain a buy. Unlock Premium - Try 5i Free

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Northland Power Inc (NPI-T)
November 18, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Biden win was probably fully priced in so that accounts for the slight pullback recently. The stocks are up 50% this year. Sector rotation is also a factor and investors may be switching out for underperforming stocks. No real concern and both companies remain a buy. Unlock Premium - Try 5i Free

COMMENT
COMMENT
November 18, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Biden win was probably fully priced in so that accounts for the slight pullback recently. The stocks are up 50% this year. Sector rotation is also a factor and investors may be switching out for underperforming stocks. No real concern and both companies remain a buy. Unlock Premium - Try 5i Free

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Boralex Inc. (BLX-T)
November 18, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Biden win was probably fully priced in so that accounts for the slight pullback recently. The stocks are up 50% this year. Sector rotation is also a factor and investors may be switching out for underperforming stocks. No real concern and both companies remain a buy. Unlock Premium - Try 5i Free

PARTIAL BUY
PARTIAL BUY
November 18, 2020
The effect of lockdowns this winter on TRIP (Tripadvisor) If you believe vacations will decline, buy Alphabet instead, because a big slice of their ad revenue comes from travel. Buy a little.
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The effect of lockdowns this winter on TRIP (Tripadvisor) If you believe vacations will decline, buy Alphabet instead, because a big slice of their ad revenue comes from travel. Buy a little.
DON'T BUY
DON'T BUY
November 18, 2020
Given Covid threatening to shut down schools in America They offer remote learning. It's run up for now with a lot of good news already baked in, so it needs a rest. It's going to stall. Investors feel that good vaccine news will pressure this stock, and that's been happening actually.
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Chegg (CHGG-N)
November 18, 2020
Given Covid threatening to shut down schools in America They offer remote learning. It's run up for now with a lot of good news already baked in, so it needs a rest. It's going to stall. Investors feel that good vaccine news will pressure this stock, and that's been happening actually.
COMMENT
COMMENT
November 18, 2020

It got a brutal downgrade today the day after a brutal sell-off. A tough call. He wants to hear from the CEO and his strategy [in response to Amazon announcing it will run a pharmacy business].

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GoodRx Holdings (GDRX-Q)
November 18, 2020

It got a brutal downgrade today the day after a brutal sell-off. A tough call. He wants to hear from the CEO and his strategy [in response to Amazon announcing it will run a pharmacy business].

BUY
BUY
November 18, 2020

They just completed a $845 million capital raise. PLUG is the least speculative of the fuel cell plays. In fact, the stock is up since that raise. True, Plug has broken many investors' hearts in the past, floundering for years, but their last report beat the street and customers include Walmart, FedEx, Kroger and Amazon. True, PLUG is still a long way to turning a profit but he enjoys these tailwinds: the Biden presidency will make regulations friendlier to green-energy companies; the price of wind and solar energy keeps getting cheaper; there's a renewable storage problem; and large companies are interested in hydrogen fuel cell power. Japan and Germany are investing in hydrogen power.

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Plug Power Inc (PLUG-Q)
November 18, 2020

They just completed a $845 million capital raise. PLUG is the least speculative of the fuel cell plays. In fact, the stock is up since that raise. True, Plug has broken many investors' hearts in the past, floundering for years, but their last report beat the street and customers include Walmart, FedEx, Kroger and Amazon. True, PLUG is still a long way to turning a profit but he enjoys these tailwinds: the Biden presidency will make regulations friendlier to green-energy companies; the price of wind and solar energy keeps getting cheaper; there's a renewable storage problem; and large companies are interested in hydrogen fuel cell power. Japan and Germany are investing in hydrogen power.

COMMENT
COMMENT
November 18, 2020

The weakest of the hydrogen fuel cell companies, given the fraudulent (allegedly) antics of its founder to promote its power. Yet, NKLA still receives major investment from the likes of Bosch amounting to hundreds of millions. Also, GM hasn't pulled out of its Nikola deal.

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Nikola (NKLA-Q)
November 18, 2020

The weakest of the hydrogen fuel cell companies, given the fraudulent (allegedly) antics of its founder to promote its power. Yet, NKLA still receives major investment from the likes of Bosch amounting to hundreds of millions. Also, GM hasn't pulled out of its Nikola deal.