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HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Results beat expectations and production forecasts were good. The weakness today could be from selling on news. It is up 109% in a year. Still comfortable holding this. Unlock Premium - Try 5i Free

Oil and Gas (Integrated Oils)
BUY on WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. You could add slowly here if you have a long enough timeframe. This should be more than two years. The markets will decline but it won’t last forever. A shift in sentiment could move this nicely. Unlock Premium - Try 5i Free

Transportation
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The end of the bond rout is probably getting close. Hard to time perfectly the top and bottom. Yields are now at more competitive rates, although they still yield less than inflation. Could wait for further rate hikes before adding, since it will give more clarity. Unlock Premium - Try 5i Free

Unknown
COMMENT
At least it's over, this miserable month of April where the Nasdaq dove 13.3%, the worst since 2008. Normally, April is a good month for markets, like 2000. Today, shares sank 3-4%. You couldn't get excited to buy anything. Next week should be better, though he doesn't expect Monday to be good. Next week, fewer big companies will report. This was one of the worst days he's ever seen. Warren Buffett would say this is a buying opportunity.
Unknown
BUY
He loves the oil companies, loves Devon's massive variable dividend which they pioneered. They report Monday. Great CEO running a disciplined operation.
oil / gas
BUY
They report Monday. The fertilizer business is booming. If Mosaic sees prices topping out, then the Fed's Jay Powell may not need to raise rates aggressively. But he doesn't see fertilizer topping out.
chemicals
COMMENT
They report Monday. They've had some awful quarters, so they only need to report a decent quarter to push prices rise. They need to do something with their supplements business, which is lousy.
misc consumer products