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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
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
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
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
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].
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].
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.
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.
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.
