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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: This question is about valuations and growth. How do you determine when a valuation is too high? To me it seems extremely hard to me.

I've owed KXS since $80 (thank you btw) and still have most of my position at the current price, but isn't the valuation like 150X earnings and 20x fwd sales or something?

Same with PLTR: my cost base is $22/share, and it seems like it has tremendous growth prospects... but a really high valuation (what is the fwd valuation btw?).

At what point would you sell (KXS and PLTR for example) just on valuation alone even with amazing growth?

Sorry if this is poorly worded... but I think you get the idea of what i am trying to say.
Read Answer Asked by Max on December 04, 2020
Q: Could you please rank your top 10 favourite growth small cap names (US, Canada, or elsewhere). Could you please also rank those same names in terms of lowest risk to highest. Thanks as always to the entire team for your unbelievable service.
Read Answer Asked by Brian on December 04, 2020
Q: I am really liking my initial impressions of Marten Transport (MRTN). It's relative lack of correlation to my current pipeline, bank and insurance company-centric portfolio plus its dividend (admittedly American...) make it attractive. What is your perception of MRTN? Do you see equivalent quality growth and dividend prospects among Canadian transport stocks?
Read Answer Asked by David on December 03, 2020
Q: i have a highly leveraged account .
Thanks to the good markets i like to add one highperformer with modest downsiide.
Sectors etc not a conccern
Suggest one with why you chose this one
Read Answer Asked by thambirajah on December 03, 2020
Q: Active vs passive investing over next 12 months. I had shifted much of my USA and International exposure to low cost ETFs. With most mutual funds in that class at the time having MERs>2.0% and rising tides making it hard for them to outperform their fees. The landscape in Canada has improved for mutual funds with many companies releasing new lower MER funds or significantly dropping them on exisiting funds. With the bar for otuperforming their MER much lower now do you consider the lower fee active funds a better choice in these more volatile times? I am holding some cash and need to decide is I put it in ETFs to hit the average or pay for more active management in some well managed global and USA funds.
Read Answer Asked by Tom on December 03, 2020
Q: I believe Regis could be the ultimate Covid recovery stock in some respects; however, do you perceive that they have sufficient financial strength to take full advantage? Do you see other non-airline firms best positioned for a true Covid recovery?
Read Answer Asked by David on December 03, 2020
Q: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?

Thanks in-advance.
Read Answer Asked by Stefan on December 03, 2020
Q: Hi Guys
I noticed that Ray Dalio had this ETF as a 7.5% weighting in his all weather portfolio, just wondering if you guys could comment on it. As they say what performed well in the last 10 years , isn't usually what performs well in the next decade.
Would there be an alternative, or would this etf suit the purpose.
Thanks !
Read Answer Asked by Gordon on December 03, 2020
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