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Today, Jason Del Vicario and Stockchase Insights commented about whether LSPD-T, SLF-T, ITP-T, KSPI-Q, META-Q, TOI-X, SBUX-Q, RPI.UN-T, CCL.B-T, ATZ-T, RX-X, TPL-N, DCM-T, T-T, TIXT-T, CSU-T, ATM-NZSE, ATD.B-T, BLDP-T, EVO-STO, DKNG-Q, F-N, LSPD-T, CACC-Q, GSY-T, KL-T are stocks to buy or sell.

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HOLD

ROIC is quite unpredictable. Struggling to transform itself from print to digital. New CEO seems to be doing a good job. Quite undervalued. He wouldn't put in new money at this time.

BUY ON WEAKNESS

He was stopped out in March 2020. Second-largest landholder in Texas. A royalty play for water, fracking, oil, solar panels, etc. The only oil/gas company he'd be interested in. High ROIC, asset light. Concerns about their governance. Massive moat. He'd be interested below $1K. Future is quite bright.

BUY

Licenses existing drugs with a smaller customer base from companies outside NA. Interesting new product that combines Advil and Tylenol in one dose. Market's underestimating how this will impact top and bottom lines. High and consistent ROIC, buying back shares, undervalued, free cashflow yield is 6%, founder run.

HOLD

Got out because there is fashion risk. They've done well, but it can be hit and miss. Very well run, founder owned and run. Expanding at an appropriate pace. Hold if you own, but too expensive at 73x for new money.

DON'T BUY

ROIC started to trend down, so he exited. Has created shareholder wealth over the long term. ROIC not as high or as consistent as he'd like. Better opportunities out there. Very good company, in the top 10%. But he buys those in the top 1%.

HOLD

For clients who really, really want dividends.

PARTIAL SELL

Very well run. Pretty expensive at 46x. Medium conviction on its prospects, so maximum of 5% weighting. Overvalued. Long-term, will continue to do well.

TOP PICK

A large percentage still owned by CSU after being spun off. Will do the same thing as CSU but, as it's smaller, it can grow a bit more rapidly. He added in the low $70s and would add on weakness again. No dividend.

TOP PICK

High ROIC, no debt, lots of cash on balance sheet, lots of free cashflow, founder run. Periodically get themselves into trouble, so they go on sale every so often. Reasonable valuation in high 20s. Strong competitive advantage, future growth, well run. No dividend. (Analysts’ price target is $417.96)

TOP PICK

Largest company in Kazakhstan. A super app, sort of like combining AMZN, PYPL, and FB. Originally a bank, then converted to a technology platform. Almost completely replaced Visa and MA in that country. Expanding. Checks all his boxes, plus trades at a reasonable valuation. Political risk, so size your position at about 1%. Yield is 0.92%. (Analysts’ price target is $124.63)

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The rate rise is the same thing that occurred in February. Rates rise in a stronger economy. Markets will adjust to the new reality. Earnings are strong and the stimulus from the pandemic is mostly over. The recession is over according to 5i. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company pays good dividends of 2.4% and is cash flow positive. Balance sheet is expanding and it is profitable. Debt is of slight concern but it can cover interest expenses and is trading at cheap valuation. Management raised guidance. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is cheap at 10x earnings and pays good, growing dividends. EPS is in the range of 10% for 2022. Higher interest rates will help the company. A better short term growth rate is expected. Unlock Premium - Try 5i Free

PARTIAL BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Would be comfortable stepping in at today’s price of $126. There may be more support at $118, citing the recent equity issued at this price. Could start a partial position until volatility calms down. The short attack and lawsuit are highly predictable and is not really a concern for 5i. Unlock Premium - Try 5i Free

DON'T BUY

They make eyeglasses, sold in store and online. It's a good, but not great company. Don't touch this above $40, given its valuation. It IPO'd yesterday but jumped to $54 today. It isn't profitable, so it's overpriced. Makes no sense.

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