SharkNinja (SN)

If you sold this because of last spring's tariff scare, you are kicking yourself now.  After a strong 2024, it rose only 17% last year, but was trading at 13x forward PE when it went public in 2023 to 23x is early 2025. They did get hit hard by Trump's tariffs because of their production in China, so they moved to Cambodia, Vietnam and Indonesia which then got hit by tariffs, until those were rolled back. That's when shares rose. Their recent Q3 results: 14.3% sales growth YOY, 0.90% adjust gross margin YOY and 24% adjusted EPS growth YOY. And they raised their full-year forecast across the board. They saw growth in all of its product categories.

A good company, but they design their products here, but make them in China. So if Trump wins, his tariffs will hurt this company, but is a must-buy if Harris wins.

They execute brilliantly.

Is up 31% in the last 3 months. He likes them for making great products that nobody else has. 

Shares have more than doubled since going public over a year ago. Last Thursday, they reported a strong beat and raise, plus good full-year forecast. Is up 76% year to date.