Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector has been weak and the company is very cheap. The balance sheet is very strong and production is set to increase. There is a lot of flexibility for the company if it decides to make acquisitions. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has shown good top-line growth. They have now reached positive operating cash flow this quarter. A new potential order would bring up their current purchase orders of $112M to $435M. Not without risk, debt is not bad. Insiders remained committed at 11% and have been net buyers. Tread cautiously due risks. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company announced a large share sale and this is probably why the share has dropped. Shares are below offer price which should be temporary. A reasonable response to a large deal. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sector diversification is more important than worrying about the tech sell-off. Tech names will recover with time. It makes sense to add to cyclical and materials. Consumer cyclicals should see more strength than materials. Unlock Premium - Try 5i Free
Has a great CEO, but can you fight this reopening trade? He likes TTWO for its new machines.