TOP PICK
Satellite technology. It's the nuts and bolts in the aspect of geo-spatial intelligence.. A smaller cap with growth. Pretty good balance sheet. More than $400 million in revenue last year. Could be $1 1/2 billion revenue by 2025. 3 Buys, 3 Holds, 0 Sells
electrical / electronic
TOP PICK
Great growth story. Owns online advertising. You Tube, search engine component etc. have done well. Has a big spot in the cloud. 50 Buys, 1 Hold, 0 Sells.
Business Services
TOP PICK
3X operating cash flow. Just one gold production asset in Mexico but has exploration plays as well. Cheap stock in an area that is ignored and has potential. 6 Buys, 4 Holds, 0 Sells.
precious metals
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They benefit from improving oil prices. The company has demonstrated strong torque on increasing free cashflow and balance sheet. Debt is reasonable and they are reinvesting into property and equipment. The multiple is cheap at 2.1x forward sales, 8x forward PE. Still lots of room left to run. Unlock Premium - Try 5i Free

oil / gas
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock reaction was positive following management changes. There are many buyers coming in after the sell off. There is still potential and if the tech sector settles in, could be a potential buy. Unlock Premium - Try 5i Free

0
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is expanding its portfolio, which is overall positive. Good for income, but higher risk. It has cut dividends in past cycles. Royalty rates are high, which leads to higher dividends. Has grown over time and is good for higher risk income. Unlock Premium - Try 5i Free

Trust, Savings and Loan
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If there is an invasion in Ukraine by Russia, the sell off would be quick. Energy and gold will be good places to hide. Uncertainty is negative for markets and the way the west responds will be key. Markets settled eventually in the past, as in 2014. Unlock Premium - Try 5i Free

Unknown