Canada Goose Holdings (GOOS.TO)

He is floored how well they have run the company. They can do no wrong. They do not seem to run into a seasonality problem. Has always struggled with investing in fashion companies. Not a great entry point at this level, however, it is a great Canadian company.

Hold or sell? Risk is the high multiple. Every earnings call, expectations are very high. Earnings and growth really have to come through every quarter, or you get volatility. Great job growing and maintaining premium brand status. He’d take some profits if you’re up, and de-risk into something with a lower multiple.

The second best performing name on the index. He is not going to chance it at these levels. They seem to be doing everything right but he would not buy at these levels. It is priced to perfection. A miss would punish the stock heavily.

(A Top Pick March 13/18 Up 68%) They had good growth internationally and now it is pulling back – making it very challenging if you are holding it. The pullback is a sign of profit taking, but it could be showing it may want to test $70. A drop below that would be a big problem.

Has been a market darling. IPO’d about a year and a half ago. He does not usually buy IPO’s. Their last quarter was sensational. Sales were up 124% year over and year and turned a profit when analysts were expecting a loss. They are diversifying their lines. It is a very expensive stock. It would be interesting on a pull back.

Hold off right now. Recently, very positive news, entered into new territory. But if it drops below $75, a problem. Sell if drops below $74. Be cautious. Good fundamental signals, but want to see it going above $90 solidly before you buy.

It's flying high, but too close to the sun The price has rocketed up with good earnings and forecasting strong growth and EPS. To go from $40 to $80, be careful with this stock. If the market gets hit this summer which is normal historically, this stock will drop. 75x forward earnings is extremely rich. Remember, their coats are luxury items.

Its success surprises him, thinking it was expensive out of the IPO and even now. There's a huge market for their coats in China and even here there are line-ups to get into their stores. He can't justify their high multiple to buy it.

A great Canadian brand, which has risen due to the scarcity of such investments. He wished he had bought it. He is surprised it has not been a victim of pirating and knock offs. He would look to take some money off the table as it trades at 74 times future earnings.

Up 32.5% today. Nice little trend going on. Long base through last summer. With price action today, wouldn’t be able to say buy today. The gap between yesterday’s and today’s close has to be respected. If it bases along, from a technical perspective, you’d be OK. But right now, with the explosive upside, from a technical basis, wait a few days to see how it acts around the $70 level.

This trades at a very high multiple. It is a great Canadian name and their expansion in Asia will be favorable to the company but he sees the name as faddish. It would be unpleasant to be in this company when their products become too expensive or the next new product comes along.

This has been a phenomenal success story. The stock has moved up by a huge amount. He doesn’t understand its price and does not follow the company closely. It has a lot of cachet. People will pay a lot of money for cachet until they don’t. He knows it is expanding in to new markets but he thinks this company will sell for less, two years from now, than it sells for today.

Can’t say anything negative Higher highs and higher lows. Momentum indicators still in bullish territory. Not enough history though.

It's done better than expected. Relies on consumers spending thousands on a coat, but he's impressed they've expanded their product line. Caveat: their multiple is high, and he's wary of high multiples in the retail space.

(A Past Top Pick on March 13, 2018, 3.5%) Going sideways, but holding up on a relative basis. Good earnings momentum and an asset growth play. Has peaked at $47.10 so anywhere above that is new territory and would mark a nice rally. This current pause is not unusual and is a buying opportunity.