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Bird Construction Inc. (BDT)
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Crocs Inc. (CROX)
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e.l.f. Beauty Inc. (ELF)
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Celsius Holdings Inc. (CELH)
Q: Good Day,
After your response to my last question, I have deliberating between CELH and CROX (one of your recommendations to expand my portfolio), as well as ELF (come up a lot Lately in the questions).
For your other recommendations of PSTG CRWD DDOG and PLTR, I do like their fundamentals AND their businesses. However, between what I hold already, and the business they're in, I'm worried that in a period when I'm focusing less on the markets, a major player in their space may offer a major, well polished, competitive product. For example, EMC, Hitachi, Oracle, etc could announce something that would slow/change the outlook on PSTG, and I could miss out on locking in some gains.
Also, I've noticed BDT is constantly hitting new highs. I've owned them here and there a few years back, but they've been killing it since then it appears.
So, with all that in mind, and the portfolio from my previous question, and the fact that CELH blew up yesterday (I got busy and didn't get to make my move when you responded earlier this week :( ). Which 2out of CELH, CROX, ELF, and BDT would you suggest? What inning in a baseball game would they be in their lifecycle, their risk, and growth potential, for each of these 4 options.
Thanks!! The last 6 weeks have been huge for me thanks to your help! Might have even shaved a year off my retirement age, so I'm incredibly happy with your service.
After your response to my last question, I have deliberating between CELH and CROX (one of your recommendations to expand my portfolio), as well as ELF (come up a lot Lately in the questions).
For your other recommendations of PSTG CRWD DDOG and PLTR, I do like their fundamentals AND their businesses. However, between what I hold already, and the business they're in, I'm worried that in a period when I'm focusing less on the markets, a major player in their space may offer a major, well polished, competitive product. For example, EMC, Hitachi, Oracle, etc could announce something that would slow/change the outlook on PSTG, and I could miss out on locking in some gains.
Also, I've noticed BDT is constantly hitting new highs. I've owned them here and there a few years back, but they've been killing it since then it appears.
So, with all that in mind, and the portfolio from my previous question, and the fact that CELH blew up yesterday (I got busy and didn't get to make my move when you responded earlier this week :( ). Which 2out of CELH, CROX, ELF, and BDT would you suggest? What inning in a baseball game would they be in their lifecycle, their risk, and growth potential, for each of these 4 options.
Thanks!! The last 6 weeks have been huge for me thanks to your help! Might have even shaved a year off my retirement age, so I'm incredibly happy with your service.
5i Research Answer:
They are of coirse very different companies. CELH (inning 2) likely has the most pure growth potential, but CROX (inning 4) is very cheap and could do well even with just a multiple expansion. ELF (inning 6) has been on fire and is now 70X earnings, and it does have a leveraged balance sheet. BDT (inning 6, more cyclical than the others) is cheap and doing well (it reports today). Of these, we think CROX offers the best risk/reward scenario today.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in CROX, CELH.