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RH (RH $241.07)
- $241.07 P/E (TTM): 60.77X Cap: $4.70B
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lululemon athletica inc. (LULU $165.34)
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RH (RH $241.07)
- $241.07 P/E (TTM): 60.77X Cap: $4.70B
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Crocs Inc. (CROX $86.92)
- $86.92 P/E (TTM): 23.18X Cap: $4.72B
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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 $239.27)
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NVIDIA Corporation (NVDA $169.82)
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Aritzia Inc. Subordinate Voting Shares (ATZ $83.12)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $20.25)
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RH (RH $241.07)
- $241.07 P/E (TTM): 60.77X Cap: $4.70B
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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 $235.85)
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NVIDIA Corporation (NVDA $169.82)
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iShares Russell 2000 Growth ETF (IWO $311.73)
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iShares Russell 2000 ETF (IWM $238.08)
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RH (RH $241.07)
- $241.07 P/E (TTM): 60.77X Cap: $4.70B
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Crocs Inc. (CROX $86.92)
- $86.92 P/E (TTM): 23.18X Cap: $4.72B
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Axon Enterprise Inc. (AXON $746.69)
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Aspen Aerogels Inc. (ASPN $6.71)
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SPX Technologies Inc. (SPXC $188.87)
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TransMedics Group Inc. (TMDX $106.89)
- $106.89 P/E (TTM): 75.81X Cap: $3.54B
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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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