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TOP PICK
The price target is in Japanese yen. Expertise is in glass. There is pent-up demand in eye glasses. They are number 2 in the world. They are also a producer of a substrate for hard disk platters. They also dominate the photo lithography for semiconductors. A play on the extreme ultraviolet lithography. (Analysts’ price target is $16600.00)
Healthcare
TOP PICK
Thinks they can outgrow the semiconductor industry. Provides filtration systems for the gas and liquids used in the creation of semiconductors. Also provide the materials that are deposited on semiconductors. Gas and liquid delivery is also a part of their business. They have the enabling materials for the leading edge nodes. (Analysts’ price target is $133.00)
Technology
TOP PICK
A founder run organization. The 14th largest bank in the US and the fastest growing one. Private bank that services the affluent. Lends and has wealth management businesses. Better at tracking customers than peers. More like a consumer good companies based on the net promoter score. (Analysts’ price target is $207.67)
Financial Services
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. TSU reported an EPS of $0.35 that beat expectations by 6 cents. Gross premiums written had good growth and ROE for the quarter was strong at 18.3%. Unlock Premium - Try 5i Free

0
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth was positive and recent acquisitions look good. The company is following the strategy set out by CSU buying and building. The stock is largely ignored by analysts. Better to pick a weighting than wait for the right price. Unlock Premium - Try 5i Free

Technology
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the stock has not moved, the basic thesis has not changed. There is some weakness in South America which has impacted their acquisition. With no dividend, there is an opportunity cost to the stock, but outlook remains intact. Unlock Premium - Try 5i Free

0
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Technology, industrials and consumer discretionary are the areas that are expected to outperform in the coming months. A drift up in the markets are expected and corporate earnings remain good. There is a lot of cash on the sidelines that will be deployed when time comes. Unlock Premium - Try 5i Free

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