Q: Just wondering if you have any thoughts regarding two companies that operate in the footwear category: Deckers and Skechers. These companies appear attractive because of their offerings in the marketplace. Deckers owns the hugely popular HOKA brand while Skechers has developed the step in technology which, I think, is a game changer.

Are you comfortable with either or both for small positions in an otherwise diversified portfolio.

Thank you

Brad

Q: Which one would you like to add to today for a long term holding? thank you.

Q: How do you think on UA's latest's earnings,? Would you start a position on it today when the price dipped a lot? How do you compare it with SKX? Thanks!