COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There are opportunities in both the US and Canadian markets. Currency variability is also a risk for Canadians. In terms of geographic allocations, a balanced approach would be favoured. If the majority of your expenses are in Canadian dollars, it makes sense to have some exposure to some Canadian equity. Unlock Premium - Try 5i Free

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Income stocks in general have been hurt in reaction to bond yields creeping up. This is normal in an economic recovery. Dividend stocks tend to be hurt for a while until investors realize economic growth is positive. Dependant on rates. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The long term outlook is very positive. It will be a slow and steady grower. Acquisitions are expected in the future and the connection to CSU gives it good guidance for public markets development. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the preferred stocks in the metals space. It also gives you exposure to copper. Has net debt but the balance sheet is okay. Less risky than others in the space. Unlock Premium - Try 5i Free

COMMENT
Today's sell-off in tech and modest rise in S&P is what is expected before an economic reopening, a boom-time like the Roaring Twenties. You're not early getting into these reopening names, like Caterpillar and the airlines, but not late either. Growth and tech names will suffer until this rotation ends, but don't give up. Growth and value stocks always come back, but there will be pain until then.
BUY
It's not too late to get into this, because we are heading into a boom time. They put together an amazing quarter and will do even better when the economy reopens. Disney is excelling despite closed theme parks. Imagine how will this stock will do when they fully reopen. A definite reopening play.
BUY
The best hotel to play for the coming economic reopening. The CEO who recently passed away last week did a great job advancing the company. The stock didn't skip a beat with his passing. Still has a strong management team and culture. It's primed to rally with the reopening.
BUY
The new CEO can handle the coming influx of new traffic from Chinese tourists flocking to its casino, and China's economy is strong. A reopening play.
BUY

Several airlines qualify for the reopening play, but LUV boasts a CEO is smart to nail down new routes now. American Airlines is great, too, but not its balance sheet. LUV also benefits from the oil patch getting better.

BUY
It closed down only 2% on this sell-off day and despite the widely publicized engine failure of its 777 over the weekend. The pending boom in air travel is too big ignore.
BUY
Cruise stocks are bargains. RCL reported a horrible quarter today, but still rallied 9% today, due to a surge in bookings. A reopening play.
BUY
No, this hasn't played out after its recent super quart which in facter is just the start of their upturn. The department stores are insignificant. Rather, once we take our masks off, customers will get made up and post it across social media alot.
BUY
A reopening play that'll benefit from cross-border transactions and smart management.
BUY
Management have really turned this around. The last quarter was merely okay, but CAT has a lot of oil exposure and the price of oil keeps surging due to a better world economy and president unfriendly to new oil drilling which in turn limits new supply.
BUY
It sounds crazy, but people will return to malls. Simon malls are now upscale and will benefit from the reopening. Yes, people will buy online, but people want to spend in person, and the mall is the place they'll go. You're not early these reopening names, but not late either.