Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced a special dividend of $7.50. The stock should have moved more on this news. Shares can be bought for the dividend here. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Changing its strategy with more direct selling. This will boost margins long term. The quarter release was fine and ahead of estimates. No reason to panic. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Quite comfortable with it given the growth and valuation compared to peers. One of their preferred utilities names. Better to have it in a registered account for the dividends. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Best not to try to manage short term volatility through changes in strategy. Could think of using some bonds and cash as well as gold. Gold gives some diversification away from slow-growth bonds. Tech, consumer staples and healthcare will hold up well in difficult times. Unlock Premium - Try 5i Free
It plunged 17% today. What happened? When it went public earlier this year, he felt it was too hot, but it pulled back last month so he recommended it. Last night, they reported a slightly better than expected quarter, but headwinds are stemming from Apple's new privacy feature make it harder for companies to advertise, and there are competition worries. Has the stock been punished too much?