COMMENT

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

COMMENT

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

COMMENT

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

DON'T BUY
Their vaccine will give them a boost in the near term, but it is not sustainable for their long term growth outlook. Their product pipeline is really hampering their growth outlook. Needs more visibility in their pipeline. It will continue to be depressed until there is movement here.
BUY
One of the top banks they own. It has done well and there is a reason the broader banking sector is doing well. Would not exit to take profits. As the economy reopens, they could start releasing provisions. They have excess capital and they cannot raise dividends or buy back stocks right now due to regulation. Once it is lifted, the stock should move.
BUY
An attractive choice right now. They are starting to get over their legacy business and are trying to sell it. They have had a few good quarters. Their book value is growing since it will garner a higher valuation. Return on equity will start to improve with higher earnings. Likes their Asian presence.
TOP PICK
The largest industrial gas company in the world with 24% global share. Almost in an oligopoly. Industrial gas is critical for many end markets and applications. 40% of the business is very recession resistant. Applications in electronics, health care and clean energy. Valuation is reasonable. Expects to increase earnings by double digits and dividend is expected to increase annually. (Analysts’ price target is $293.58)
TOP PICK
Holds the number one market share in biscuits, candy and chocolate. Snacking is a favourable category with less private labels and more brand loyalty. Benefitted from covid with consumers gravitating to familiar brands. 40% of revenues come from emerging markets and demand will continue to increase. Trading at an attractive valuation. (Analysts’ price target is $65.24)
TOP PICK
Have been adding to it since last June. Grows by acquisitions and organic growth. Global in nature. Latest acquisition was in environmental design and consulting firm which will have good growth. The balance sheet remains solid and allows for more acquisitions. Half of the business is in infrastructure and could benefit from Biden's infrastructure plan. (Analysts’ price target is $130.38)
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There’s a lot of worry in the market, but this is a perennial issue. The broader markets should return around 10% this year. Earnings have been good and interest rates are accommodating. Unlock PremiumTry 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth outlook is very positive with key bills being introduced for debate by the government. The reverse split has occurred. The stock is up 245% this year and expectations are very high. Decide on a weighting and sell into strength accordingly. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Markets liked the latest quarter results. EPS beat expectations and revenue was inline with what the street expected. They raised dividends by 8%. Auto sales is expected to rebound in the following year. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is a lot of short term noise which has brought shares down. It is at an attractive valuation. It just sold shares at $50.50 and is in talks for another large acquisition. Unlock Premium - Try 5i Free