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Enghouse Systems Limited (ENGH)
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Fortinet Inc. (FTNT)
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Arista Networks Inc. (ANET)
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Columbia Sportswear Company (COLM)
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Ubiquiti Inc. (UI)
Q: Hello Peter & Team:
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.
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Expedia Group Inc. (EXPE)
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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Big 5 Sporting Goods Corporation (BGFV)
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Columbia Sportswear Company (COLM)
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Camping World Holdings Inc. Class A (CWH)
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Vista Outdoor Inc. (VSTO)
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Dick's Sporting Goods Inc (DKS)
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.
Q: hello 5i:
Long time since this company has been asked about. Is there potential there as a return-to-normal play? Is the consumer discretionary apparel space of any interest at all, or are there too many pitfalls? I'm looking for a sector that hasn't, as yet, taken off after the covid drop. Already own AC, and if people are going to travel, don't they want new clothing?
thanks
Paul L
Long time since this company has been asked about. Is there potential there as a return-to-normal play? Is the consumer discretionary apparel space of any interest at all, or are there too many pitfalls? I'm looking for a sector that hasn't, as yet, taken off after the covid drop. Already own AC, and if people are going to travel, don't they want new clothing?
thanks
Paul L