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TOP PICK
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September 22, 2020

They just struck a deal with the US Air Force. BB is highly undervalued and the most unloved Canadian tech company, purely specializing in security. They have several recurring revenue streams, including enterprise security, their core business, and car security that serves 175 million autos. They don't get investor love because they missed guidance a few times and a few shareholder have filed complaints about the board. He expects changes to the board. This explains the current stock hit. A great acquisition candidiate for a big tech company like MSFT. (Analysts’ price target is $5.49)

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BlackBerry (BB-T)
September 22, 2020

They just struck a deal with the US Air Force. BB is highly undervalued and the most unloved Canadian tech company, purely specializing in security. They have several recurring revenue streams, including enterprise security, their core business, and car security that serves 175 million autos. They don't get investor love because they missed guidance a few times and a few shareholder have filed complaints about the board. He expects changes to the board. This explains the current stock hit. A great acquisition candidiate for a big tech company like MSFT. (Analysts’ price target is $5.49)

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September 22, 2020
They took a credibility hit after the Canadian army named them for several infractions at some retirement homes during the spring lockdown (some seniors died of Covid in Sienna home). They since made major management changes to beef up staff. The dividend is sustainable. The cost of operating these seniors' facililities has risen, though the government is covering a part of this cost and is thinking of helping to further fund home upgrades. (Analysts’ price target is $14.02)
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They took a credibility hit after the Canadian army named them for several infractions at some retirement homes during the spring lockdown (some seniors died of Covid in Sienna home). They since made major management changes to beef up staff. The dividend is sustainable. The cost of operating these seniors' facililities has risen, though the government is covering a part of this cost and is thinking of helping to further fund home upgrades. (Analysts’ price target is $14.02)
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TOP PICK
September 21, 2020
Warning about all his top picks: Markets are volatile and demand active management. This current pullback is a buying opportunity for ATVI. Buy a quarter and add at every $7 it falls down. He likes the videogame space, because people are staying at home during the pandemic and are driving subscriptions. New games like Call of Duty will increase earnings, even surprise. (Analysts’ price target is $95.16)
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Activision Blizzard (ATVI-Q)
September 21, 2020
Warning about all his top picks: Markets are volatile and demand active management. This current pullback is a buying opportunity for ATVI. Buy a quarter and add at every $7 it falls down. He likes the videogame space, because people are staying at home during the pandemic and are driving subscriptions. New games like Call of Duty will increase earnings, even surprise. (Analysts’ price target is $95.16)
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September 21, 2020
It's the darling of the semis, a super secular growth story. He targets $552.50. With the purchase of ARM, it puts Nvidia in a position of strength to lead the A.I. revolution in the coming years. There are regulatory hurdles and customer concerns, though. Buy a third now, then add another third at $490, then $425, and the final tranche at $350. (Analysts’ price target is $554.47)
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Nvidia Corp (NVDA-Q)
September 21, 2020
It's the darling of the semis, a super secular growth story. He targets $552.50. With the purchase of ARM, it puts Nvidia in a position of strength to lead the A.I. revolution in the coming years. There are regulatory hurdles and customer concerns, though. Buy a third now, then add another third at $490, then $425, and the final tranche at $350. (Analysts’ price target is $554.47)
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September 21, 2020
A leader in data analytics, analyzing a company's data and actionable offering results to managers. They've shifted to a subscription model that investors love. They have competitors, but their focus on machine data is unique. They've shifted business to the cloud and a a result its rate prturn has soared. SPLK has been around for a long time. They target $1 billion in cash flows by 2023. He targets $230. Buy a third now, buy at $150, then at $125. (Analysts’ price target is $238.44)
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Splunk Inc (SPLK-Q)
September 21, 2020
A leader in data analytics, analyzing a company's data and actionable offering results to managers. They've shifted to a subscription model that investors love. They have competitors, but their focus on machine data is unique. They've shifted business to the cloud and a a result its rate prturn has soared. SPLK has been around for a long time. They target $1 billion in cash flows by 2023. He targets $230. Buy a third now, buy at $150, then at $125. (Analysts’ price target is $238.44)
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TOP PICK
September 21, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. A renewable power producer. It has done well although it is expensive, trading around 71x earnings. They enjoy good earnings prospects and sales have doubled in past years. They have a lot of debt but cash flow is growing quickly. An aggressive choice in the sector. Unlock Premium - Try 5i Free

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Boralex Inc. (BLX-T)
September 21, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. A renewable power producer. It has done well although it is expensive, trading around 71x earnings. They enjoy good earnings prospects and sales have doubled in past years. They have a lot of debt but cash flow is growing quickly. An aggressive choice in the sector. Unlock Premium - Try 5i Free

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September 18, 2020
It is well-positioned to benefit from the potential M&A wave. They are backed by CPP. It is a cashflow machine. A name that has meaningful upside once people want to own the sector. (Analysts’ price target is $2.58)
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Torc Oil & Gas Ltd (TOG-T)
September 18, 2020
It is well-positioned to benefit from the potential M&A wave. They are backed by CPP. It is a cashflow machine. A name that has meaningful upside once people want to own the sector. (Analysts’ price target is $2.58)
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September 18, 2020
They recently made an acquisition. The ability to transact is important and the stock has done well. They will continue to be active in mergers and acquisitions. A 20-30% cashflow yield. (Analysts’ price target is $3.55)
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Whitecap Resources (WCP-T)
September 18, 2020
They recently made an acquisition. The ability to transact is important and the stock has done well. They will continue to be active in mergers and acquisitions. A 20-30% cashflow yield. (Analysts’ price target is $3.55)
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September 18, 2020
They own land and people pay them to drill on it. The stock has fallen just as much as other names in the energy sector. There was a change in CEO who may be able to communicate better than the last one. Trading at a massive discount. (Analysts’ price target is $6.17)
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Freehold Royalties (FRU-T)
September 18, 2020
They own land and people pay them to drill on it. The stock has fallen just as much as other names in the energy sector. There was a change in CEO who may be able to communicate better than the last one. Trading at a massive discount. (Analysts’ price target is $6.17)
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TOP PICK
September 18, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. It has high quality assets and a strong return history. Although the fund charges higher fees, it is justified considering the good performance record and healthy distribution history. Unlock Premium - Try 5i Free

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Billy Kawasaki’s Insights - Picks from 5i Research. It has high quality assets and a strong return history. Although the fund charges higher fees, it is justified considering the good performance record and healthy distribution history. Unlock Premium - Try 5i Free

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September 17, 2020
If we start to see slowing growth, plus inflation, and so stagflation, these are inflation-protected sovereign bonds. These are government of Canada bonds. You get the yield plus inflation. Nice complement to your bond portfolio. Yield is 2.14%.
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If we start to see slowing growth, plus inflation, and so stagflation, these are inflation-protected sovereign bonds. These are government of Canada bonds. You get the yield plus inflation. Nice complement to your bond portfolio. Yield is 2.14%.
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TOP PICK
September 17, 2020
New product. The largest market in the world is OTC rates. Helps hedge against relative interest rate movements. Allows your portfolio to profit from changes in the regimes of growth, volatility and inflation. Yield is 3.62%.
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New product. The largest market in the world is OTC rates. Helps hedge against relative interest rate movements. Allows your portfolio to profit from changes in the regimes of growth, volatility and inflation. Yield is 3.62%.
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TOP PICK
September 17, 2020
Canadians are in the unique position of having access to cryptocurrency. It's a closed-ended fund, so you have to be careful how you buy it. Management fee is a little higher. Access to an emerging access class in the "explore" portion of your portfolio.
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The Bitcoin Fund (QBTC.U-T)
September 17, 2020
Canadians are in the unique position of having access to cryptocurrency. It's a closed-ended fund, so you have to be careful how you buy it. Management fee is a little higher. Access to an emerging access class in the "explore" portion of your portfolio.
TOP PICK
TOP PICK
September 17, 2020
Stockchase Research Editor: Michael O'Reilly XRX has been a laggard during the pandemic as office workers have been remotely working. As employees begin a return to the office environment demand for the company's products will begin to return. Meanwhile the stock is quietly building a solid foundation. Carl Icahn has been accumulating shares steadily through August and purchased another $3 million worth of the stock so far in September. In its latest earnings the company produced $0.15 EPS, when analysts expected a breakeven, even in the face of a 35% drop in revenues. An area of future growth is in their liquid metal 3D printing solution -- allowing companies to manufacture much needed parts with off the shelf alloys. On a measured move basis, we see upside to $25 -- almost 30% upside. It is trading at 74% of book value, with a low historic PE, and offers an attractive yield that is backed by a 28% payout ratio. We would trade this with a $15 stop loss. Yield 5.20% (Analysts’ price target is $18.25)
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Xerox (XRX-N)
September 17, 2020
Stockchase Research Editor: Michael O'Reilly XRX has been a laggard during the pandemic as office workers have been remotely working. As employees begin a return to the office environment demand for the company's products will begin to return. Meanwhile the stock is quietly building a solid foundation. Carl Icahn has been accumulating shares steadily through August and purchased another $3 million worth of the stock so far in September. In its latest earnings the company produced $0.15 EPS, when analysts expected a breakeven, even in the face of a 35% drop in revenues. An area of future growth is in their liquid metal 3D printing solution -- allowing companies to manufacture much needed parts with off the shelf alloys. On a measured move basis, we see upside to $25 -- almost 30% upside. It is trading at 74% of book value, with a low historic PE, and offers an attractive yield that is backed by a 28% payout ratio. We would trade this with a $15 stop loss. Yield 5.20% (Analysts’ price target is $18.25)
TOP PICK
TOP PICK
September 17, 2020
Stockchase Research Editor: Michael O'Reilly We are once again cautioning against a possible market retracement and are recommending this inverse S&P500 ETF as a Top Pick. As it is priced in Canadian dollars it will receive added benefit from a weakening in the Canadian dollar if the market retraces. We recommend this as a hedge against dividend paying stocks. It has a very low MER as well.
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Stockchase Research Editor: Michael O'Reilly We are once again cautioning against a possible market retracement and are recommending this inverse S&P500 ETF as a Top Pick. As it is priced in Canadian dollars it will receive added benefit from a weakening in the Canadian dollar if the market retraces. We recommend this as a hedge against dividend paying stocks. It has a very low MER as well.
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