• 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)
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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.

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Read Answer Asked by Stefan on January 17, 2022

• Winnebago Industries Inc. (WGO)
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• Camping World Holdings Inc. Class A (CWH)
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• Vista Outdoor Inc. (VSTO)
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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.

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Read Answer Asked by Kel on October 22, 2021

• Vista Outdoor Inc. (VSTO)
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• Sturm Ruger & Company Inc. (RGR)
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• Smith & Wesson Brands Inc. (SWBI)
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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?

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Read Answer Asked by Lucy on June 25, 2021