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PAST TOP PICK
(A Top Pick Sep 17/21, Down 22%) Continues to believe the company is very strong.
Will be a good long term investment.
Cash flow, revenue and earnings growing at ~15% which is 5x better than average economy.
Rising interest rates have negatively affected tech stocks.
Very strong management team.
Very patient with the company.
Technology
BUY
Believes company is under valued at current stock price ($40).
Normalized earnings per share is around $8 per share.
Chip shortages have causes company to not be able to make enough cars.
Demand is higher than supply for automobiles right now.
Investing heavily in electric cars.
Looking to double revenues by 2030.
Automotive
BUY ON WEAKNESS
Release of new iPhone very important news.
Didn't increase price of new phone which is a good sign.
Satellite business will be interesting to watch.
Believes is a good long term business to own.
Wait to buy shares when stock price decreases.
Most of organic growth has already occurred in company (law of large numbers).
electrical
electronic
DON'T BUY
BUY
Currently owns shares in the company.
Rising interest rates has been difficult for share price.
Over expansion during the Covid-19 pandemic weighing on the company.
Not as much demand as expected.
Over spending on expansion has weighed on the company.
Amazing franchise that has very strong business.
Amazon Web Services is leading market segment for business.
eCommerce business will also continue to grow.
specialty stores
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid cash flow profile. Industry tailwinds strong. Diversified geographically and product line. Improved valuations. Unlock Premium - Try 5i Free
other services
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. History of profitable acquisitions. Strong net profit margins. Premium valuation justified by macro tailwinds. History of increased dividends. Unlock Premium - Try 5i Free
computer software
processing
