Today, The Weekly Buzzing Stocks by Billy Kawasaki and Stockchase Insights commented about whether BAM.A-T, SU-T, KXS-T, PAAS-T, GRPN-Q, PXD-N are stocks to buy or sell.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has done a round trip over the last year Double digit top-line growth rate that is expected to grow in 2022. Gross margins are in the 60% range. Balance sheet is also strong. The focus on supply chains will be good for the company. Earnings have been volatile, and valuation is still elevated. Likes the company. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. As an integrated company, it has less leverage to rising prices compared to a pure producing company. It is still up 47% in the past years. Investors are selling on news and many energy stocks declined yesterday. Generally still doing very well. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Fine with adding today. The rising rates will influence the valuation some what, but BAM’s assets have some positive benefits in an inflationary environment. Has huge capital available to make deals to support valuation if it gets too low. 16x earnings right now, which is quite attractive. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Hard to say how much cash each person should hold. Around 5% would be a good minimum and 20% being the max. Keep cash at sleep at night levels. Higher risk portfolios should have higher cash reserves too. Unlock Premium - Try 5i Free