In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth, and a 12-month return of 22%. However, with an average PE of 56 times… are investors are walking the tightrope?
Panel: Matthew Kidman from Centennial Funds is joined by Ben Rundle from NAOS, and Sam Granger from Totus Capital.
Capitalising software R&D, the first refuge of scoundrels...