- BRP Inc. Subordinate Voting Shares (DOO)
- Premium Brands Holdings Corporation (PBH)
- lululemon athletica inc. (LULU)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?
5i Research Answer:
These names are our favorite holdings and we would be comfortable to hold them over the long term. For total returns purpose, we think HPS.A, TVK, PRL are attractive at the current levels.
LULU and DOO are also attractive names with upside potential from a recovery in consumer spending.