COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is lots of worry over interest rates but central banks have vowed to keep interest rates low for at least another year. The current rise comes from sentiment and supply and demand. US bond auctions did not go well this weak due to weaker demand and rates spiked. Inflation may spike but this has not been the case historically with other periods of stimulus. Balance in sector weighting is key. Unlock Premium - Try 5i Free

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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock seems to be out of favour but it has done well over the long term. The stock is cheap at these levels following a weak year last year. EPS should increase from $0.99 to $3.25 in 2021. A good recovery year is expected. Unlock Premium - Try 5i Free

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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Results were better than expected in the most recent quarterly earnings report. Cashflow and revenue declined though payout ratio is only 37% still. The merger offers good synergy. As commodity prices improve, 5i is warming up to this name. Unlock Premium - Try 5i Free

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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is a large and cheaper fund that is good for ex Canada exposure. There is less exposure than other ETFs in tech and health care but it has wide appeal to most investors for non-Canadian exposure for diversification. Unlock Premium - Try 5i Free

COMMENT
We're in an inflation scare that has put a chokehold on tech stocks. A nightmare, though today interest rates took a breather and the Nasdaq rebounded some. He's looked at the past 6 inflation scares including the last one in 2015 which merit comparison to now: in 2015 like now, the economy was heating up; the Fed Chief raised rates; the highest-valued stock got hammered for WEEKS on end. However, the big difference is that Jay Powell has been crushing inflation and feels we underestimate the risk of high employment and overestimate high inflation. But Wall Street doesn't trust Powell. Rather they believe that inflation WILL hit after the impending stimulus because the economy will overheat. That's why they're dumping bonds and this always hurts stocks. Cramer's game plan next week: on Friday morning, if there's a big uptick in employment numbers in the non-farm payroll report then Wall St. the 10-year treasury yield will climb and there'll be another tsunami of stock selling. Be aware.
COMMENT
It reports Monday. A year ago, this was the hottest stock. He believes they can deliver one more good quarter, but will anyone care? He believes in Zoom, but not sure anyone will care.
COMMENT
An AI-powered insurance broker. 11% of shares were just shorted. They report Monday.
BUY
They report Tuesday morning. Big box retailers have been hurt lately. TGT can pull away from the big box play by putting up great YOY numbers as their stores keep getting better under a smart CEO.
BUY
It got hit with two sells this past week, but they will benefit from the forthcoming big stimulus package and stimulus spending. They report Wednesday. He likes their stores and it's come down enough.
WAIT
Shares have been drifting down, but when they report Wednesday he expects good same-store sales. Careful: this sometimes trades down right after good reports, then rebounds.
BUY
He expects strong lift from its Aerie division. Worth buying. They report Wednesday.
COMMENT
A smart data warehousing play and the fastest-growing company he follows. But if bond yields soar next week, Snowflake could shoot the lights out. A smart CEO.
SELL
They report Thursday and there's some skepticism it can deliver a good quarter. Also, competition and labour costs may be too much for them.
WAIT
They report Thursday. Everyone is selling this. It's been clobbered since they paid their $10 special dividend and has had no momentum. A great company he likes, but this always sells off right after a report, so wait before buying.
BUY
Buy. They have a serious food service division which will soar when the economy reopens. Meanwhile, their supermarket division is doing well. Also, they don't carry GMO foods, which appeals to millennials.