COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Bank of Canada indicated it may stop stimulus. This, coupled with higher oil and metals prices, has moved the Candian dollar higher. International investors are looking for a reflation trade. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Results exceeded guidance and showed growth across all metrics. There was an increase in production. Integration of their acquisitions are going well. Poised for good growth but remains relatively cheap. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock corrected with profit taking and fears of higher interest rates. The premium version also got too high and corrected. Would be fine buying today. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported strong earnings and the stock shot up and then tanked. Amazon had a similar move. It could be a fear of higher interest rates, profit taking or a shift from growth to value. Results were good however. Unlock Premium - Try 5i Free

BUY

Despite the non-stop boom in e-commerce, they lost their mojo in recent years. So last December, XPO spun off their faster-growing logistics business. It was a smart move, and the stock rallied 56% since then. The spin-off will be called GXO Logistics. After today's close, XPO reported a strong top and bottom line beat.

COMMENT
Another record-breaking month should be turning bears into bulls, but it isn't. Tech rolled over today. Now, we'll subjected to talk that great earnings don't matter because we're at the peak and there's not enough money for all sectors to rally (which is true). Bears only see rolling over. Enough of that. You must own stocks now that the consumer is flush. Money will return to tech.
BUY
It's still down 11 points from its high, maybe because of stories of Walmart+ being weaker. It's run by a fine CEO and this stock will do a whole lot better as we reopen.
BUY
They're bringing back free samples. Comps vs. last year were spectacular. They continue to open news stories and invest in safety. What's not to like?
BUY
It's only 10 points below its all-time high. Their stores are busy and open late. Tools are exploding now and there's a shortage of appliances and tool (look at Stanley Decker).
STRONG BUY
Last year's lockdown winners are perceived to be one-time winners as we reopen. Not so with BC. We're on the verge of the great outdoors season. Last week, they posted nearly 50% revenue growth, but shares barely budged though it made a new high today. They expanded capacity but still can't meet demand. There'll remain a boat shortage. It sells below next year's 13x earnings--cheap. It's a screaming buy, a secular grower.
BUY
A great stock that will reach $300, driven by orders from new airlines, of all places.
HOLD
Last week, he though maybe he should take profits until advice told him to hang on. This has a chance of spurting up as the theme parks reopen.
BUY
They sold off late last year, viewed as a lockdown-era relic. They delivered a huge earnings beat in March, but the stock has pulled back. Trades at 14sx earnings and will benefit from the summertime vacation boom.
BUY
It reports tomorrow morning. It's rallied 69% year to date. He expects great numbers, but this may be another case of a company delivering a great quarter, but the shares don't move or sell. Trades at a cheap 9x earnings.
COMMENT
It caught his attention as a Covid play last year. It's risen 25% since December, though pulled back a little in March and early April. They reported an extra quarter last week. There could be room to run.