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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.
Read Answer Asked by Stefan on January 17, 2022
Q: Hello!

Can you please provide your comments on Camping World Holdings as a longer term stable growth holding? It seems to be rolling out a pretty nice network and leveraging the Good Sam name. Any red flags? Any "more preferred" names in a similar business? I see the theme of camping continuing to be strong.
Read Answer Asked by Kel on October 22, 2021
Q: For someone who is bullish on gun stocks, do you have a preference between RGR and SWBI? Is there any metric you would watch and compare to find a time that would be worth moving weight from one company to the other?
Are there any other gun stocks you would consider?
Read Answer Asked by Lucy on June 25, 2021
Q: What 5 stocks (Can and US) now in the bargain bin seem most likely to turn out to be gems in 2 or 3 years time? Much of the market seems very expensive at an uncertain time.
Read Answer Asked by Robert on May 26, 2021
Q: Hi team,

Looking for cyclicals with strong growth. What do you think about the three stocks above ? Would you buy now or would you suggest better alternatives ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on May 26, 2021
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