
TSE:GOOS
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. With today’s coronavirus vaccine news, consumer discretionary stocks will be a big sector. At these prices, GOOS looks good. Unlock Premium - Try 5i Free
A contrarian play right now. In 12 months from now the markets will have stabilized and valuations will return. It trades at 4 times sales -- in line with Lulu Lemon. The company has guided lower for the next two quarters, so be patient. Yield 0% (Analysts’ price target is $52.21)
ATZ vs. Canada Goose He gives the edge to Canada Goose, though it's taking a hit from the coronavirus. He'd pick away at Canada Goose on a valuation basis. He's less familiar with ATZ. If Goose has more foreign/American exposure, he'd go with Goose (unless ATZ has more exposure).