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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Frontier Lithium Inc. (FL)
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Crocs Inc. (CROX)
Q: Good morning,
Both my consumer cyclical holdings - Footlocker and Canada Goose - have lost a lot of money. I am wondering what 5i's thoughts are?
Regards,
Ryan
Both my consumer cyclical holdings - Footlocker and Canada Goose - have lost a lot of money. I am wondering what 5i's thoughts are?
Regards,
Ryan
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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Hilton Worldwide Holdings Inc. (HLT)
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Crocs Inc. (CROX)
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Deckers Outdoor Corporation (DECK)
Q: Good morning,
I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?
Any other you like better even if not in this sub industry. Loaded with US cash
Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll
Have a nice day
Denis
I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?
Any other you like better even if not in this sub industry. Loaded with US cash
Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll
Have a nice day
Denis
Q: Hello, What are your thoughts on Crox? Is it mispriced? What are your thoughts on management and how do they invest their free cash flow? Has a recent deal affected this company?Thanks.
Regards,
Shyam
Regards,
Shyam
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