The present value of a lesson learned is infinite.

I’m jumping on the bandwagon with the teachings of two different millionaires I know…a Hawaiian and Albertan Real Estate success story and a trend following entrepreneurial VC fund runner.  Both buy the tops in the markets they operate and sell it to somebody else higher, and don’t think twice if the market looks remotely like it’s about to go sideways.  Although, I’m going to keep the principles I’ve learned to me by other successful investors like Buffett, Sprot and my dad.

So take a look at XRAY, trading at 25x. 

I think there’s got to be a play somewhere on insulation.  Everybody everywhere is trying to improve the efficiency of their homes as energy gets more expensive while the planet gets more polluted.  If I found a company that was operating in that space and trading at all time highs, I’d be all over that…I’ll be looking and will report.