COMMENT
A high yield bond ETF recommendation? One needs to have a diversified portfolio as there will be defaults from time to time. They tend to be shorter in duration, therefore, less sensitive to interest rates. He does not have a specific ETF to recommend. He advises that most high yields are in US dollars, so look for an ETF where the currency is hedged.
WAIT
The company supplies hospitals with medical supplies. 90% of their products are disposable. They have been hurt from COVID as operations have been delayed and it looks that may continue. In a normalized time, they are well situated for an aging population, which should translate into double-digits earnings growth going forward.
COMMENT
Banks vs. Berkshire He owns both. Rising interest rates plays well for banks. It is also good for BRK.B, with its insurance operations. Both are a core holding.
BUY ON WEAKNESS
The largest concert promotor and ticket seller. He was surprised how well the stock did during COVID. They are the only game in town in the space. The problem is the market has already factored in the return of events, so there is not much upside left to be had.
HOLD
The Chinese tech stocks have been hammered, due to government crackdowns against the company. He would not sell here as the upside outweighs the downside. A massive growth opportunity, but dealing with a tough government situation.
BUY ON WEAKNESS
They make wireless computer mouses, pointing devices, etc. They benefitted during COVID as did their profits, because people were staying home. A high quality business with good cash flow. They are looking to enter, but not sure at what level.
STRONG BUY
Has owned it for 12 years. Great cashflow generator. Morphing their business for more recurring revenue. They are delivering 5-6% revenue growth now, which should translate to 8-10% bottom line growth. You should also see 10% dividend growth going ahead. A core holding for them that is not expensive here.
TOP PICK
They run several tv channels and are merging with Warner Media. He thinks this will create a media powerhouse. Already throwing off lots of free cash flow. He thinks it will double in 3-5 years. Yield 0% (Analysts’ price target is $38.59)
TOP PICK
They have grown into diagnostics equipment and connect care products. The stock is down due to a recall of their CPAP (sleep apnea) machines. He thinks this will create a good buying opportunity here that could double in the next 3-5 years. Yield 2.97% (Analysts’ price target is $55.13)
TOP PICK
THE leader in lawn and garden care. The stock did well during the pandemic. It will be a consistent cash flow generator. It is also involved in hydroponics, which may eventually be spun off. a great price here. Yield 1.73% (Analysts’ price target is $196.50)
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news to account for the good performance these last few days. The stock had been beaten up in the tech sell-off. It is only back to where it was about 3 weeks ago. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has moved up from the news on a special dividend. It is mostly paid out in distributions of new units, not cash, however. It is kind of like a stock split. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have had a hard time meeting estimates these past few quarters. They did a confusing financing deal this year which investors did not like. The company is still attractive for income, and the valuation is cheap compared to peers. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The preferred strategy is to buy solid companies, invest in them, and wait. Selling very infrequently unless to rebalance or when cash is needed. Could sell some puts as a hedge but no need to complicate. Unlock Premium - Try 5i Free

COMMENT
Is Covid finally on the run? Good news about the virus lifted markets today: 1) Omicron may not be as deadly as feared, especially if you're vaccinated (South African data suggests Omicron peaks in a few weeks); 2) US approved Pfizer pill treatment today which could become widespread soon (120 pills by end-2022, says Pfizer); 3) scientists at Walter Reed Hospital are developing a vaccine that can beat any Covid strain. So, this could mean no more lockdowns slamming economies; schools will stay open. Such optimism means that travel and payment stocks are flying and recommended (i.e. Visa, Royal Caribbean, Delta, Disney). South Africa today said that 1.7% of Omicron patients were hospitalized vs. 19% of Delta variant patients.