Q: Can you please compare/contrast Nike and Lulu in terms of P/E, growth prospects, and what you think of them?

Thank you very much as always.

Q: I bought Gildan Activewear just before the pandemic which was not great timing. Would you recommend a switch into Nike instead at this stage? Or hope for a recovery?

Q: Hi 5i,

I'm concerned with all the sabre rattling leading to a US/China trade war. Of particular concern are American companies that are needing China as the engine for growth. 1. Do you think this is a valid concern? 2. Would you position your portfolio more domestically/defensively for a trade war? 3. What would be some good alternatives to these three companies that are more domestic (or Western) centric for growth?

TIA!