David Baskin Floor & Decor Holdings Inc. FND-N WATCH Nov 14, 2023

It's like the home depot of tiling and hardware floors. They can add many more stores. They won't be beat on price or selection. People don't want carpets any more. They have a good runway of growth. (Analysts’ price target is $129.15)

Creating the "Home Depot" of flooring in the US. Sells to commercial and residential. Gaining market share. Ambitious plans to open more stores, which extend beyond the US. High growth business. Impacted by supply chain, but long term, you'll do well.

(A Top Pick Jul 19/21, Down 28%) Hurt by rising interest rates. Market shoots first, asks questions later. Sells to contractors and DIY'ers. Opening lots of stores over next 5 years. Structural tailwinds. Heavy stuff you can't buy off AMZN.