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BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth is expected to slow down to 5-7% in the next three years. Margins could see some pressure from higher operating costs and higher amortisation. It benefits regardless of sentiment change or interest rates hikes. Still attractive overall at 17x earnings. Unlock Premium - Try 5i Free

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COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. For a shorter timeframe, companies with good cash balances, high equity to market cap ratios and low debt balances will perform well. Healthcare, energy and materials are sectors that should perform well for the next 3 months or so. Longer term, consumer staples, mega-cap tech, financials and utilities should see upside. Unlock Premium - Try 5i Free

Unknown
BUY on WEAKNESS
Not a good pick. The stock is too cheap, which is why he bought shares today. He hasn't done a good job with this stock, but he won't give up on it.
clothing stores
HOLD
A tough one. He's liked it since $8 and has owned this forever. He wants to see the next report. He has trimmed shares, but will hold on.
computer software / processing
BUY
In the cruising sector, he prefers Norwegian because of the CEO and the low share price, which is a bargain.
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DON'T BUY
A debacle after last night's report, the second bad one in a row. Shares tanked over 35% today. Subscriber numbers are down and the sub forecast is dire. A no-growth company that doesn't make money, absolutely not what the markets wants these days. The market wants stocks that make tangible things, that makes money and returns that wealth to shareholders, trading at reasonable valuations.
Unknown
DON'T BUY
Will Walmart buy this? No. He owns PayPal and is getting killed. He's outraged with what the CEO is paying himself.
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