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RH (RH $202.50)
- $202.50 P/E (TTM): 38.21X Cap: $4.21B
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lululemon athletica inc. (LULU $176.30)
- $176.30 P/E (TTM): 12.03X Cap: $20B
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RH (RH $202.50)
- $202.50 P/E (TTM): 38.21X Cap: $4.21B
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Crocs Inc. (CROX $81.73)
- $81.73 P/E (TTM): 21.91X Cap: $4.46B
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Q: Good morning 5i team!
Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?
Thanks as always.
Dave
Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?
Thanks as always.
Dave
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Apple Inc. (AAPL $255.46)
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NVIDIA Corporation (NVDA $178.19)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.42)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.79)
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RH (RH $202.50)
- $202.50 P/E (TTM): 38.21X Cap: $4.21B
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Q: Hi,
Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?
Any thoughts on Apple or nvdea
Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?
Any thoughts on Apple or nvdea
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Alphabet Inc. (GOOG $247.18)
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NVIDIA Corporation (NVDA $178.19)
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iShares Russell 2000 Growth ETF (IWO $319.19)
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iShares Russell 2000 ETF (IWM $241.34)
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RH (RH $202.50)
- $202.50 P/E (TTM): 38.21X Cap: $4.21B
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Crocs Inc. (CROX $81.73)
- $81.73 P/E (TTM): 21.91X Cap: $4.46B
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Axon Enterprise Inc. (AXON $708.84)
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Aspen Aerogels Inc. (ASPN $7.10)
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SPX Technologies Inc. (SPXC $182.95)
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TransMedics Group Inc. (TMDX $113.87)
- $113.87 P/E (TTM): 58.64X Cap: $3.88B
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Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
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