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!

Can you please provide your comments on Camping World Holdings as a longer term stable growth holding? It seems to be rolling out a pretty nice network and leveraging the Good Sam name. Any red flags? Any "more preferred" names in a similar business? I see the theme of camping continuing to be strong.

Q: Hi 5i,

To piggyback on the answer to Josh on recommendations for a TFSA:
We have BAM.A and GSY already. We can add to these stocks or in the short-term would cruise (CCL:US) or vacation booking stocks (SABR) that are cyclical and "hot" be preferred over BAM.A, GSY or KXS? It is a higher impact, shorter play theme (1 year or less).

Can you help us understand the selection of KXS? EBITDA and Sales Growth are forecasted to be lower next year though EPS getting a big boost next year. We can't wrap our head around the growth potential to have KXS in a TFSA. We now have this stock in an RRSP.

Thank you for your awesome service.

Cheers,
Debbie and Jerry