Investment Q&A

Q: Good afternoon;

My initial question was going to be solely about On Holdings. It is almost getting to be one of those companies that'd capture the interest of Peter Lynch, as it is showing itself across sports these days. Yet the real question is likely a bit bigger picture...

Could you provide me with your take on the "Active Wear" apparel market these days? I've provided a few names that may be competitors and there are more. All things being equal is this a sector worth investing in at this time given what seems to be lacklustre performance of many companies and "turnaroud" becoming a bit of a buzzword.

If you could also provide a best - least best top 5 to consider in this sector that would be appreciated.

Thanks as always,

Dave

Q: Again I don't have time to look at the quarterly results myself. Were they that bad for stock to take sure a tumble? I only have a small position. Should I hang on or even double down?

Q: Morning, your thoughts on the UAA earnings report and the company in general. The chart looks good. Would it be an interesting company to you?

thx, M

Q: Do you think there is any long term potential?
Thanks

Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

Q: Hi 5i team,
I went to check recent questions on UAA and there were none. Maybe that is a bad omen. It has really been beaten up with a big earnings miss and poor guidance. It seems to be one of the have nots in retail but I thought it had somewhat of a loyal following and some branding power. The item that recently caught my eye was the appointment of Mohamed A. El-Erian as the lead independent director. I have always found Mohamed to be very thoughtful and insightful on the markets. Is there any hope for UAA? I don’t own it but am intrigued by Mohamed.
Thanks again for the insight.
Dave