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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: I'm reviewing KXS today as it is a part of my portfolio. The feeling I've had in the last year, and stronger after looking today, is that KXS is a moderate revenue grower (up to 20% year over year recently and forecasted), but still valued comparible to high-fliers growing at 50+%. Based on the forecasted revenue growth, is the 20x sales multiple justified? It seems like a solid company and no debt issues, so this is simply a question on valuation. PEG is also very high. What am I missing, given that you know the company better than I, and the market right now is obviously seeing value that I'm not. I'd like to make a decision on this one before the next earnings come out in August.
Read Answer Asked by Kel on July 30, 2021
Q: Good day! Looking to add a growth position in Consumer Cyclical with either of DOO or DOL or any other you may suggest. Already own MG and ATZ. Which do you suggest and why. Thank you!
Read Answer Asked by Roger on July 30, 2021
Q: I know you like this company. I tried to find a report but not to be found. I assume that it is one of the those companies that automatically makes the team without further analysis. What I am trying to understand is "why" is this company a good investment at this price? It has a P/E of about 80 (LTM), a PEG of about 9. Is this really a company that is growing at such a fast pace to merit such a high multiple. The 2nd part of my question is "Do you recommend buying this company in a non-registered account/TFSA/RRSP and why". Thank You for your on-going support.
Read Answer Asked by Walter on July 28, 2021
Q: It seems one of the larger global concerns is supply chain management with obstacles from natural disasters (eg wildfires in Canada, flooding in Europe) to parts shortages (eg semi conductors) severely crimping the flow of goods. What would be the best investment approach in light of this concern? 5i's has in the past suggested DSG and KXS as suitable investments for example.

My thanks.
Read Answer Asked by David C. on July 28, 2021
Q: I am looking at acquiring 5 stocks based on potential long term return (5 year minimum). From your growth portfolio looking at AT, DOL, DOO, ECN, GDI, MRS and OTEX. Three others I am looking at are EQB, SDE and VMD. In what order would you purchase them and would you purchase them now?
Read Answer Asked by David on July 28, 2021
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