Walmart is mentioned as having a very high P/E ratio (46 times earnings, 43 forward P/E), making it potentially less attractive than Microsoft.
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Great stock, high P/E - buy or wait?
Dividend GuyMar 15, 2026
The creator discusses the dilemma of finding a great stock with a strong investment thesis but a high P/E ratio. He argues against waiting for a better valuation, citing examples like Costco, Microsoft, and Dollarama, and emphasizes the importance of context and quality over just a low P/E. He suggests focusing on the narrative and numbers, with valuation being the last factor considered, and advises against rigid rules like never buying above a P/E of 20.
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Waste Connections is noted as a stock that has not performed well in the creator's portfolio, despite a high P/E.
National Bank is mentioned as having a higher P/E ratio compared to other banks, suggesting a potential wait.
Visa is mentioned as a company that was a 'bad one' in the context of high P/E stocks.
Terravest Industries is listed as an example of a company the creator has held in their portfolio despite a high P/E ratio.
Microsoft is mentioned as a comparison point for valuation, with a forward P/E ratio around 21.
Costco is mentioned as an example of a stock with a high P/E ratio that has performed well.
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