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BUY
It holds too many gambling operations in Macau, which is the target of the Chinese government now.
entertainment services
BUY
Pays a good yield and he likes green energy.
Utilities
DON'T BUY
The company is recklessly run. He can't believe the CEO is still there.
Energy Infrastructure, Industrials & Utilities
COMMENT
Announced a $2 billion share buyback today which shocks him. Used to be an undisciplined oil company. He's slightly bullish on oil, but more so on natural gas.
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BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They invest in income-producing automotive dealerships. If there is an increase in demand for cars, the dealerships will pay rent and more dealerships will open up. DEmand for cars has only slightly increased, and it is more a supply constraint right now. Will continue to do well with auto dealerships having sufficient cash for rent. Unlock Premium - Try 5i Free

REAL ESTATE
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Commodity prices are jumping violently. The company is debt free and has excess cash. They are very cheap. Although earnings are expected to fall, the economic backdrop is positive for the sector overall. Unlock Premium - Try 5i Free

west coast forestry
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Without more contracts or better momentum, there is no reason to add in weakness. Long term thesis still holds, but the CEO pointed to less than expected government spending as a source of weakness. Unlock Premium - Try 5i Free

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