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RH (RH $162.18)
- $162.18 P/E (TTM): 30.6X Cap: $3.04B
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lululemon athletica inc. (LULU $169.81)
- $169.81 P/E (TTM): 11.34X Cap: $19.32B
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RH (RH $162.18)
- $162.18 P/E (TTM): 30.6X Cap: $3.04B
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Crocs Inc. (CROX $75.00)
- $75.00 P/E (TTM): 25.68X Cap: $3.89B
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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 $275.25)
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NVIDIA Corporation (NVDA $193.16)
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Aritzia Inc. Subordinate Voting Shares (ATZ $97.71)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.30)
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RH (RH $162.18)
- $162.18 P/E (TTM): 30.6X Cap: $3.04B
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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 $291.74)
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NVIDIA Corporation (NVDA $193.16)
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iShares Russell 2000 Growth ETF (IWO $324.14)
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iShares Russell 2000 ETF (IWM $244.24)
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RH (RH $162.18)
- $162.18 P/E (TTM): 30.6X Cap: $3.04B
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Crocs Inc. (CROX $75.00)
- $75.00 P/E (TTM): 25.68X Cap: $3.89B
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Axon Enterprise Inc. (AXON $572.18)
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Aspen Aerogels Inc. (ASPN $3.62)
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SPX Technologies Inc. (SPXC $221.42)
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TransMedics Group Inc. (TMDX $122.14)
- $122.14 P/E (TTM): 48.05X Cap: $4.18B
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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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