Q: I would like to add either CROX or ATZ to my TFSA. You seem to like both. Which would you pick? Can you give me your pros and cons for each.
Thank you.
Thank you.
5i Research Answer:
We do like both, but at 10X earnings we have to side with CROX today.
CROX pros: valuation, growth, market share, improving balance sheeet. Cons: debt, growth slowing (?), investor apathy,
ATZ: pros: growth, market positioning, margins. Cons: valuation, debt, concerns on inventory levels.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in CROX.