Today, Michael Hakes - CFA, MBA and Stockchase Insights commented about whether MX.TO, FLT.V, TOU.TO, BMW.DE, UBER, EADSY, AMT, BLDP.TO, PLUG, AMZN, WMT, EBAY, PYPL, COST, TD.TO, ERIC, BABA, AC.TO, GOOG, META, BAC, JNJ, L.TO, MA, V are stocks to buy or sell.
At the heart of debate on hydrogen power. Used in forklifts and such so that the Amazons and Walmarts of the world can reduce carbon footprint. He has a small position in BLDP instead. Both will do well as the market grows and the infrastructure builds out. Accounting issues at PLUG suggest caution.
The traditional car makers have finally made moves to catch up to Tesla. In one of the best positions to benefit from cyclical and secular trends. Margins are improving, leading to a higher stock multiple. Yield is 2.30%. (Analysts’ price target is $84.65)
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Central banks can only do so much to control rates. Market rates can still rise. Central banks want low rates to allow for recovery to take hold. Savings rates are high and there is an anything but cash mentality. Limited supply assets become more valuable when governments prints more money. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector rally has paused though TOU is still up 39% this year. The stock remains attractive on most metrics and good growth is expected this year. Next year should see slower growth. Cash flow is good and dividend was raised a couple weeks ago. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There has been no news to account for the recent pull-back. It is probably profit taking since it is up 86% this year. Growth stocks in general have seen weakness. Remains interesting and finances look good. Revenue base is still low and expectations are high. It will likely perform not as well in a weak overall market environment. Unlock Premium - Try 5i Free