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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: Hi ,
With wild swings up and down with high growth tech stocks, its my opinion that nothing has changed other than their markets caps and the price. In some cases they have even become cheaper then they were, EV/sales etc. I decided to hold on to my high growth stocks as the "underlying business" fundamentals have not changed. In some cases, they have even got better.
My portfolio is down roughly 40%, which i would consider quite normal during a pullback of this sorts.
Would you agree with my thinking ?
Thanks,
Read Answer Asked by ilie on March 26, 2021
Q: I know you have mentioned that you think BRP (DOO) is a good growth stock that you like. In looking at the results they just released today, I see an normalized earnings number for the quarter of $1.82, a 62.5% increase over last year. The guidance for 2021 shows an estimated normalized earnings of $7.62 (mid point of the range), which would be a 41% increase over the 2020 number. At roughly $102, the stock is trading at a p/e of only about 13.4 times this year's estimated earnings. That looks very cheap to me for a company with that high an earnings growth rate. Just wondering what your thoughts are on the quarter, and if you agree that the stock looks very cheap comparing the p/e to the growth rate. Trading at a similar p/e to GSY, with a comparable growth rate.
Read Answer Asked by Dan on March 26, 2021
Q: To whom it may concern.
I mostly hold stocks. My rules are as follows:
Rule 1) buy the best of the best stocks - never compromise.
Rule 2) always think of holding stocks forever.
Rule 3) if stocks trend down - turn off iPad - STOP looking hour to hour day to day. Do anything else that puts you in a positive mood.
Rule 4) stuff happens - don’t panic because it’s just noise. See rule 6 below.
Rule 5) always think of rule 1.
Rule 6) has my original thesis changed because I spent many hours / days of researching and following the stock. If it didn’t change shut off the computer.
Clayton
Read Answer Asked by Clayton on March 25, 2021
Q: As a follow-up to my question, for point #1, I just meant from more than one ETF company. It is my thought that spreading the risk of owning an ETF to more than one provider is prudent in these uncertain times. For example: One etf from ishares, one vanguard.
Read Answer Asked by Robbie on March 25, 2021
Q: Hello,
Can you recommend high or dividend oriented etfs that fall under the following category:
1) From at least more than one ETF company
2) Focuses on dividend payers and moderate growth
3) Covers CDN,US and the rest of the world (not necessarily in one ETF)

I like to pick and chose and change as needed. Not a huge fan of asset allocation ETFs at this point.
Read Answer Asked by Robbie on March 25, 2021
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