Investment Q&A

Q: Hello 5I,
would you consider Guru (the beverage company) and CARG (Car Guru) buys at this time? Seems like GURU could be tempting to make it private... Would you consider this a possibility?
Thank you, Merry Christmas

Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.

A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined

thanks

Ernie

Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.

First question: Now or wait?

Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.

You get it. I also don't expect perfection from you. No one ever got it from me.

Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?

Q: No questions thus far on this one. What's your take on CARG?

Thanks for everything you do.