• CECO Environmental Corp. (CECO)
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• Aspen Aerogels Inc. (ASPN)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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• Nextracker Inc. (NXT)
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• Blue Bird Corporation (BLBD)
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Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?

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Read Answer Asked by John on November 06, 2024

• Green Brick Partners Inc. (GRBK)
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• Blue Bird Corporation (BLBD)
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Q: have a question regarding 2 stocks in the housing sector. GBRK and BLBD- both have done very well but is it reasonable to think that you could start a new position in one of these if there is a drawdown this month? The idea being to start a position and build from there.
Thanks, Lesley

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Read Answer Asked by Lesley on September 12, 2024

• Five Below Inc. (FIVE)
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• Crocs Inc. (CROX)
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• Aspen Aerogels Inc. (ASPN)
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• Vertiv Holdings LLC Class A (VRT)
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• Celsius Holdings Inc. (CELH)
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• Blue Bird Corporation (BLBD)
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Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!

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Read Answer Asked by Justin on May 15, 2024