Q: Hello Peter & Team:

What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.

Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.

Q: hello 5i:
Long time since this company has been asked about. Is there potential there as a return-to-normal play? Is the consumer discretionary apparel space of any interest at all, or are there too many pitfalls? I'm looking for a sector that hasn't, as yet, taken off after the covid drop. Already own AC, and if people are going to travel, don't they want new clothing?
thanks
Paul L