Q: I currently own ROST but thinking of swaping for one of NKE, CROX, DOOO as they might provide better returns over the next 3-5 years. Or is there another US consumer stock you would suggest for growth?

What would be your preference in what order might you buy? ATZ is already owned.

Appreciate your insight.

Paul F.

Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason