TOP PICK
It's leases are primarily denominated in US$. Industrial warehouses in Mexico. It is not a REIT. It is benefiting from near-shorting and on-shoring. It trades at a cap rate of north of 9%. They can develop buildings to meet the needs as they grow. (Analysts’ price target is $44.22)
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Comfortable with taking a position in WCP. The success of this trade will be up to the sector in general however. If oil moves, the stock should outperform. The sector has been strong, but the future is not guaranteed. Unlock Premium - Try 5i Free

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The IPL deal has not yet closed but the bottom should be coming up. The stock is down 31% year to date. In a low interest rate environment, combined with the merger, investors should start paying attention again. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the best buy and forget income stocks. The dividend increase history is very impressive and it is in a regulated industry. The company is well managed. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The 10-year US treasury rate did rise. Rates are moving up as the economy gets stronger. The concern is the speed and expectation rather than the fact of rising rates. Companies can continue to do well, even with higher rates. Higher risk, expensive stocks may be affected. Unlock Premium - Try 5i Free

BUY
It has both travel and (rising) interest rate exposure. Ideal in this environment.
HOLD
He's tempted to say buy. DOCU will come out of this pandemic strong.
PARTIAL BUY
Make it no more than 10% of your portfolio, if you are entering this. Yes, it's been underperforming, but its holdings are solid.
BUY ON WEAKNESS
Supply chain woes are a big issue for UNO which operates in the west coast connected to western ports. Shares have pulled back from $231 in May to $204 today. It's bouncing off last week's woes.
BUY
This year so far, oil and natural gas prices have gone nuts. American oil producers have finally got religion by no longer endlessly drilling, but by returning capital to shareholders. Devon pays a huge variable dividend.
BUY
This year so far, oil and natural gas prices have gone nuts. American oil producers have finally got religion by no longer endlessly drilling, but by returning capital to shareholders. He likes it that they bought last week Royal Dutch interest in the Permian Basin at a very low price; RDS is forced to sell because of regulators.
BUY
A powerhouse in exporting LNG. There are huge natural gas shortages in Europe and Asia.
COMMENT
It reports tomorrow. It might report in-line, but then lowers its forecast. It's possible now during the semis shortage, because Micron makes a specific kind of chip--DRAMs and Flash, which are low margin but abundant in the U.S. So, their earnings are a problem. Any upside surprise can send the semis group higher, because they are bunched together in ETFs.
BUY
Likes it because of its popular beer brands. You need more than cannabis in a company, like Canopy Growth.
PARTIAL SELL
Not a big fan of this compared to PayPal and Square. Take profits.