BUY

10.5B market cap. While it has oil, a lot of the upside for the stock comes from gas. Sale of their small holding of Topaz has also helped them. Could see a special dividend from the proceeds. A shareholder friendly company that bumps up the dividend over time. Low finding and drilling costs.

BUY
Been rallying lately There's a graveyard of Netflix shorters. Netflix has been investing heavily in new content. $545-607 is her trading range, and shares are in a bullish formation, so it can go higher.
COMMENT
Weak employment numbers today, but the market reacted tepidly She wasn't surprised by today's non-reaction by markets, given the inflationary environment. Megacap stocks benefit on days like this. Employment remains weak for African-Americans.
BUY
Japan is rallying after their PM resigns This is an easy way to take advantage of this rally in Japan and benefits from currency movements. In Japan, industrial, services, real estate and financials are hot sectors that'll benefit from government stimulus. Today's Japanese rally--sparked by their PM's resignation--is a huge deal.
BUY
European financials. Boasts great earnings growth and good loan growth. She expects good surprises. The German election is a potential catalyst.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported good results recently. Investors expect a dividend increase shortly. A global recovery will help their position further, and 5i is comfortable here. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has seen some broker upgrades recently. Uranium prices have rallied and this has pushed the stock price up as well. Uranium futures hit six-year highs on September 1. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Continues to like the company for gold exposure. It has diversified assets, size and a good growth profile. Shares are consolidating and momentum is improving. Could add to a position here though you could wait for momentum to improve a little more. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Difficult to know when the Feds will begin tapering. Could be before the end of the year, or in 2022. Liquidating positions to time the market is not recommended. The signal to begin tapering and market volatility would be a buying opportunity. Unlock Premium - Try 5i Free

BUY
It's been rallying. He believes in the current break-out. In the past year the stock didn't go down, but flatlined, rested. The bigger the base, the higher the space and this can go higher.
COMMENT
Japan is rallying to a 30-year high after their PM resigns He feels this is the most important story in markets now. For 30 years there's been a trade where you borrow Japanese yen and use it to get US dollars and buy US stocks. This is why the USD-Yen is strongly correlated to the S&P 500. Every bank and company in Japan is taking money from Japan and investing in the U.S. because they can't get a return in Japan. BUT with the PM resigning and the potential for more stimulus in Japan that'll put money into people's pockets, the Japanese stock market should take off now after basing for the last 30 years. This is huge, because all of those flows over the past 30 years COULD reverse and it will hit every asset class. Remember, Japan is one of the biggest buyers of U.S. treasuries. So everything in the last decade could be upended. Any party will likely issue stimulus during an election.
STRONG BUY
See also his comments today about Japan's PM resigning and the effect on the Japanese market. What's happening here is huge! Impactful. EWJ offers Japanese stock exposure and long yen exposure.
BUY

Nvidia is one of his favourites because of this big momentum market. Prefers it to, say, Netflix.

WEAK BUY
The fundamentals are a little challenged. Their last earnings saw a slight miss and that resulted in volatility. In-flows back into tech overall show that people are comfortable with high PEs. However, this stock is approaching 52-week highs, so how further can this go? He's cautiously optimistic.
COMMENT
Disappointing employment numbers today and the tepid market response He was surprised by today's reaction to disappointing employment numbers, but it places Jay Powell in a shining light who is holding rates until employment rises. He supports Powell in holding these rates.