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COMMENT

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

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COMMENT
The fear-mongering inflationistas were wrong today: July's inflation number was lower than expected, so there's no need to fear a hike in interest rates. Those naysayers are wrong and the Fed's Jay Powell is right. The lower inflation number lifted markets to fresh highs today...As for the Delta variant, it will likely dampen the outlook of airlines, hotels and others in the travel sector. However, the rise in hospitalizations is not as high as cases...Oil and used car prices--bellwethers of inflation--are stabilizing.
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RISKY BUY
He likes it. Beautiful car and they will survive. It's a good spec stock.
Automotive
BUY
They had a great quarter, but is stuck, but the outlook for the denim cycle is fantastic. He recommended it before and still does. Stick with it.
Consumer Products
BUY
The street doesn't give this respect, as shares have been stuck in the low-$20s for 14 months. Today they reported a top and bottom line beat, including 16% same-store sales growth, and raised its full-year forecast a lot and hiked its dividend by 20%. And yet, shares rallied only 4%, still below pre-Covid. It's still cheap.
food services
BUY
The cruise lines had a great run last year, but stalled this year. However, recently they are bouncing back. Late-July, NCLH returned to service and last weekend they had their first U.S. cruise, post-Covid, from Seattle to Alaska. By the end of this quarter, NCLH expects to operate at 40% capacity, 75% by end year's end, and 100% by April 2022. They reported last week that they are still losing money, but bookings are strong, especially for 2022. Last weekend, they won a key court case in Florida to refuse service to unvaccinated customers and crew.
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COMMENT

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?

Consumer Products