- Garmin Ltd. (Switzerland) (GRMN)
- Gap Inc. (The) (GPS)
- Nike Inc. (NKE)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Five Below Inc. (FIVE)
- Crocs Inc. (CROX)
- SPDR Retail ETF (XRT)
Q: Given your recent answer regarding CROX, I had a look at the sector and noticed big moves yesterday. Also many of these are very near lows for the year. My question is would you put money to work in the sector now? Do you have a few favourites and is there an ETF that emphasizes this retail/clothing part of consumer discretionary as opposed to something like XLY which emphasizes very different segments? Thank-you again.