skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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: Hi, any comment on their decline to $21.60 today. I'm wondering if I should hold. Morgan Stanley down graded them to $15 today citing - "With Palantir up 155% since listing with very little change in the fundamental story, the risk/reward paradigm shifts decidedly negative for the shares". Any guidance appreciated. Thanks
Read Answer Asked by Glenn on December 02, 2020
Q: According to a CNBC article that linked to the CDC website, Palantir has a software called Tiberius that is being used to facilitate the distribution of the vaccine(s). Could this have anything to do with the frenzy.? I bought this right after you recommended it but didn’t expect this! Does the huge volume mean anything positive or is that nothing new with stocks that move violently one way or the other? Thank you.
Read Answer Asked by Adam on November 26, 2020
Q: Your thoughts on these 4 new IPO: MCCafee, Palantir, Amwell & Doc in Canada and not too popular old techs services: sensors' testing and measurement SMTC Corp (Canadian Co. but no listing shown in Canada only US) and Vishay Precision Group. Thank you!
Read Answer Asked by Nhung on November 25, 2020
Q: My US holdings are COST, VEEV, ABBV, NVDA, U, PLTR, GOOG, V, BABA and would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.

Thanks

Dave.
Read Answer Asked by David on November 25, 2020
Q: I know this company has just been listed on the New York Stock Exchange. And I believe 5i views it quite positively. Can you tell me why are you feel it is a good stock to buy and what are its prospects for the future. I believe they have been around many year's and are not that profitable at this time. Could you give me some insight into the company.
Thanks John
Read Answer Asked by John on November 25, 2020
Q: Could you please list about five or so of your favorite US growth stocks for an RRSP. Currently have no US exposure and ok with a 3-5 year hold. Thanks for your great work!
Read Answer Asked by Ray on November 23, 2020
Q: Looking for your favorite five US growth stocks for next 3 years in an RRSP. Currently have no US exposure. Could you also suggest a couple of potential US multi baggers ok with the higher risk here. Thanks for all your great work!
Read Answer Asked by Ray on November 23, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!