COMMENT
Doesn't see Omicron variant as damaging as Covid-19. Omicron selloff briefer and shallower than Covid-19. World better prepared for spread of variants(wearing masks etc.).
BUY
He has owned FirstService (property management business) for a long time. Capital light business that generates a lot of free cash flow. Growing through organic growth and franchise expansion. Annuity business that is generated by contracts signed with clients. Not a cheap stock, however will continue to hold & buy. Would recommend buying.
BUY
Railroad business is a great business. Only a few players in the industry so easy to raise prices. Better prices = better margins. Owns CN Rail, but not CP Rail. Good stock to own over the long term.
BUY
Has owned TD for a long time, likes the stock. 3.7% Divided Yield. Overcapitalized which allows to buyback shares and increase dividends. Over reserved in March of 2020. Great retail and commercial franchise in Canada & USA. Not too expensive at current prices.
BUY
Likes Microsoft and has owned it for a long time. Lots of growth opportunity in cloud business. Growth in office & gaming business. Look for opportunity to buy if/when market falls. Data available in cloud allows Microsoft to help clients.
BUY
Doesn't own PayPal. Society moving to cashless with Covid-19 etc. Lots of small business uses PayPal. Many positive aspects of company. Good opportunity to buy PayPal now.
COMMENT
Facebook not as expensive as was previously. Lots of free cash flow and no debt. Lots of assets(Instagram and WhatsApp). Regulatory issues surrounding company have not been dealt with well. Facebook one of few places to advertise online effectively. Opportunity in eCommerce. Change in management might be necessary. Small business not advertising in newspaper anymore (good for Facebook).
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Higher interest rates will certainly hurt the stock as it has a fairly big debt load. It is also a dividend stock, which can see weakness with a quick rise in interest rates. It depends on the rate of interest rate hikes. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Current KSU holders will be getting CP stock and some may decide to exit. The deal has been in the news and this is probably priced in. A drop would not change any of the fundamentals of the company so you could use it to buy in. The benefits from the merger will take some time, but it is an investment and not a trade. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has seen a recent decline in price, making it attractive. There are also rumours that there could be a possible sale of the company. There is no news to account for the decline and fundamentals are intact. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is little concern for Evergrad according to 5i. The majority of loans are Chinese domestic and so there will probably be no direct material impact to North American companies. The Chinese government also moved to stimulate its economy and the issue should be fully priced in. Unlock Premium - Try 5i Free

TOP PICK
Doesn't take any risk with bad debt. It is a processing company that makes 15 basis points per transactions. Processing 65,000+ transactions per second. It is being tied to loyalty programs that is good business. A lot of their revenue comes from travel so once it recovers, we should see growth here. Internationally, there are cash users still so Visa can see new users and growth. There is more competition but it is a good story and it is at the lower range of its trading range. (Analysts’ price target is $274.60)
TOP PICK
Good growth on media and is one of the best competitor with Netflix. Not worried about subscriptions going down. The parks business needs to come back since it is 45% of their revenues and we should see it next year. Cutting their dividend was probably the right move. Can grow nicely over the next little while. (Analysts’ price target is $194.32)
TOP PICK
An Israeli cyber-security firm. Great balance sheet with no debt. Free cashflow growth is positive. The company is a SaaS and revenues have been lumpy over the past little while. Next year should be better. Cyber security is a big issue around the world. An area that will continue to grow and this company can grow with the sector successfully over the next few years. (Analysts’ price target is $132.11)
PAST TOP PICK
(A Top Pick Dec 24/20, Up 52%) Would buy BAC-NYSE again. Has held for a long time. Dividend yield of ~2.0%. Likes CEO Brian Moynihan. Retail banking has great franchise operation across USA. Investment banking & wealth management also have great franchises. Overcapitalized.