PARTIAL BUY

Now that the patent litigation is over, there are a number of growth catalysts. Relative to peers, such as TSM, it has lagged in relative terms. There are reasons for this. You could take some profits if you have big gains. Will likely hold up well if there is a correction since it has not run up as much.

DON'T BUY

Europe was more advanced than Canada until 2000s in terms of telecommunications. Now that Europe has lowered the cost of consumer phones, there was a lull and under investment in the network in Europe. There will be continuing development with towers for wireless activities and 5G. Political concerns with Huawei will help Ericsson. Optical equipment grow quickly and then stagnates.

BUY

A hard one to look at. You will see red if you have held it for a while. This is due to their spinout. Your book price is higher due to the fact it does not take into account of the dividend from the spinout. Tends to build up companies and then spins them out. There is growth however. Brexit was the biggest impediment for them. UK based companies now should do pretty well. Good for income.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If you zoom out two to five years, the inflation and price levels are largely in the range of historic lines. A lot of inflationary pressure is in areas that would be expected such as travel, leisure or car rental rates. The concern is if control is lost. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Not overly expensive with a market cap approaching $1B. Momentum is good. Growth is looking good this year and the sector is recovering. Would let this run for now. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The last quarter was disappointing for some. The financing has taken some momentum out of the stock. However, long term potential remains good. It is well positioned and has cash. Cheaper compared to other high growth peers. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The decline in price is typical when there is a stock sale. Still has potential though it might take some time. Growing nicely with lots of cash. 6x sales versus peers that are trading at 27x. Unlock Premium - Try 5i Free

COMMENT
Stocks keep edging up. Some say it's the calm before the storm, but he's learned not to short a hot market. People are buying growth vs. value. Forget Wall Street gibberish. Buy quality stocks cheaply. If we see red-hot inflation numbers, Fed Chair Powell may have to raise interest rates. We'll see if he mentions "transitory inflation" or not in Wednesday's Fed minutes. He expects Powell to stay on course and not surprise.
BUY
It reports Tuesday. It's surged 28% YTD due to acceleration in its core business. As the world returnts to normal, companies continue to spend on tech. There's huge pent-up demand from last year. Orcacle's cloud business is doing well. This tech fossil has great cloud solutions of its own. This boring, old-school enterprise software company makes a ton of money. He predicts a fine quarter.
BUY
They report Wednesday. To some, this is the hottest US housing market ever and he predicts more great numbers. Mind you, there's been a spike in costs of raw materials that go into homes. LEN is up 21% YTD.
BUY

Many wrote off this major grocer a few quarters ago, citing that the reopening will end pantry stocking, but this name is up over 22% YTD. He expects good numbers when they report Thursday, but that said he prefers the biggest grocer, Walmart.

BUY

They report Thursday. The market always compares Jabil's results to Apple's, but he wishes they'd look at just Jabil. An unsung tech company, Jabil is up 36% YTD.

BUY
They give a great read in e-commerce. They report Thursday. Really likes the CEO. Lately, shares have been meandering, which is the best time to buy it. Was up 7.3% this week.
BUY
The CEO is doing a great job and doing good things technologically. Shares are up 10% YTD.
COMMENT
Bitcoin - calling a bottom Bitcoin has no fundamentals, no earnings, no business to analyze. This trade is based on emotions and headlines. Tech analyst Tom DeMark is looking for a bottom in Bitcoin. It peaked on April 14. He expects intraday dips below the $24,705 bottom of May 19; will trade sideways for the next 3-4 weeks, then making a new low after that. DeMark compares the market patterns of 1987 including that crash. Also, DeMark thinks the S&P will peak very soon, maybe next week.