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Expedia Group Inc. (EXPE $297.18)
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Booking Holdings Inc. (BKNG $5,445.72)
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lululemon athletica inc. (LULU $211.72)
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Big 5 Sporting Goods Corporation (BGFV)
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Columbia Sportswear Company (COLM $55.32)
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Camping World Holdings Inc. Class A (CWH $11.01)
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Vista Outdoor Inc. (VSTO)
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Dick's Sporting Goods Inc (DKS $210.08)
Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.