Advertising
BUY
Good stock to own for income. Pretty competitive dividend yield. Roaming charges will be coming back. 5G opportunities, in spite of capital costs. You can buy it here.
telephone utilities
TOP PICK
Mid-sized oil producing and exploration company in Colombia. Great quality assets. Hyper-focused on profitability. Turned off the taps last year to wait for a better price environment, which is now. Buying back shares. Initiated inaugural dividend last month. Quality, growth, undervalued, slowly taking itself private. Yield is 2.6%. (Analysts’ price target is $33.53)
oil / gas
TOP PICK
A superior business model of collecting royalties. It maintains exploration optionality on long-life reserve assets. Avoids operating cost overruns of the industry. Outperformed its peers since its IPO. Sleep at night. Yield is 0.75%. (Analysts’ price target is $201.60)
precious metals
TOP PICK
Canada's largest commercial printing company, and increasingly a force to be reckoned with in flexible packaging. Printing business is fairly mature, which is the cash cow. Free cashflow is used to grow organically and make acquisitions in flexible packaging, especially in food and beverages. Secularly a good growth industry. Expects a re-rating on the shares. 14% ROE. Steady dividend grower. Exemplifies quality, industry leadership, value, cyclicality. Yield is 3.62%. (Analysts’ price target is $27.00)
publishing / printing
BUY

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

Financial Services
HOLD

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

clothing
BUY

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

electrical utilities