PARTIAL SELL
Price target of $15, so not much room left. SaaS in the film industry, which has had a difficult time. He'd sell a third. If it goes up, that's OK. If it goes down, at least you sold a third.
COMMENT
Electric battery companies. A complicated area. There are EVs, battery companies, the supply chain behind all that, and the whole charging side which is very interesting. Best to do some research. His analysts have just completed some.
TOP PICK
In the semiconductor space, especially in the foundries. Buy off the LSE. One of the global leaders in the tech space. 42% market share in DRAM. At last reporting, consumer electronics revenue grew 20%, and cell phone revenue grew 38%. Buy in thirds here at $1855, $1755 and $1655. Remember to hedge your foreign exchange exposure. Yield is 1.73%. (Analysts’ price target is $2122.31)
TOP PICK
Everyone should have this. A bit rich, but still some runway left. Price target of $563. Buy in thirds here around $460, at $440, and at $420. Very good support around $400-410. One-stop shop for product design, content creation, web design, e-commerce. Well diversified, clean balance sheet, stock is fairly valued. No dividend. (Analysts’ price target is $560.70)
TOP PICK

Some volatility. Leaders, along with c3.ai, in AI. Cutting edge in AI. Two platforms, one for government and one for commercial businesses. Helps people make better decisions, and it works. Buy 1/2 here around $26, and if you're lucky, another 1/2 around $22. Price target of $38. No dividend. (Analysts’ price target is $27.38)

WATCH

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A recently public spin off from Telus. The quarter looked fine. Revenues grew 55% in 2020 from acquisitions. Free cash flow is around $189 million. It has signed a deal with Google Cloud Contact Center solution. Some volatility is to be expected due to the young age of the company. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company could grow into mortgages or secured loans, as well as savings accounts. They could also move upmarket into higher quality loans. It is still growing with the current business model and with a market-cap below $2B, there are still plenty of avenues for growth over time. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There was no negative news to account for the correction. It may just be due to a bad market day. The stock has done well so it is natural to see some pullback. It could be a good occasion to add to your position or to start one. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although there’s been a couple weak days, this does not make a trend. Concerns over interest rates has caused some short term volatility but markets tend to rise when rates rise. Afterall, it means economic growth. The correction is healthy and there are positive indicators. Unlock Premium - Try 5i Free

COMMENT
To young people, there's a better way to manage your money, instead of being hooked on the Reddit/Robinhood squeeze trade. He's talking about the GameStop surge at the end of today. This isn't a team sport. This squeeze is highly risky. Instead, try long-term investing through fractional shares in Lam Research, Netflix, Tesla and others.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. Neither a reopening or lockdown stock. AMZN is being dumped in the current rotation as Wall Street considers this a lockdown stock. They're wrong. He predicts a fabulous year for Amazon. The pandemic has permanently changed consumer behaviour. Costs will fall because they won't spend on Covid precautions anymore, post-Covid.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. They're making as much money from delivery and take-out from in-store dining. Later, in-store dining will come back with the reopening.
BUY
An ad play to reach cord-cutters. Advertisers need TTD to reach these people. An ad online play to reach cord-cutters. Advertisers need TTD to reach these people, the 50% of Americans who cut the cord.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. They make precision surgical machines which amazes him. Promising.
COMMENT

Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. They make Invisiline. They have a lot going for it. Your teeth are always on display when you Zoom or appear on Instagram.