Acushnet Holdings (GOLF)

Is up 75% the past year, a reliable, long-term winner based on solid execution. For instance, Footjot is the #1 show on the PGA tour for eight decades. Other product lines are also strong with 5.3% US sales growth YOY and +1.5% EBITDA YOY. Tariffs have impacted earnings, but the street expects a bounce-back this year at nearly 20% EPS growth this year. Caveat: trades at 26.5x PE, not cheap, but it deserves this premium

A winner for him, the parent company of Titleist and Footjoy brands, a leader golf brand. Shares have climbed 4-fold since late 2016, an outperformer. The stock has swung a lot the past year from inconsistent quarters, but it bounced but with a strong Q3 surprise, but the next quarter last February was mixed with a revenue miss. Remember that golf is a seasonal game, so one quarter will be weak. Their 2025 guidance is mixed: slightly weaker sales and in-line EBITDA. Sales are slowing though. He's not worried about their guidance, which is usually cautious, and this is a tought environment. They are buying back $250 million of shares and raised its dividend which is small though. This signals confidence.

It's the parent company of several golf brands. Their numbers have always been solid, but reported conservative guidance in late February. They['ve invested product development and digital engagement. Shares then sold off 7% and 10% since that quarter. Trades 18x PE this year. Pounce on a pullback.