RH (RH-N)

High quality company with excellent management team.
Hit peak revenue during Covid-19 pandemic.
Current share price presenting buying opportunity.
Expecting revenue & margins to grow.
A good long term investment over 5-10 years.

They report Thursday. Likes them, but they've been issuing disappointing numbers and their accounting issues don't inspire confidence.

It was the top performer on the S&P in the first half of 2021. Boasted 78% revenue growth vs. the street's expected 56%. Demand is up 109% year over year, and the adjusted operating margin jumped from 10% to 22.6% He foresees $6 billion in sales in a few year's time. He still sees upside in the second half of 2021, driven by a smart CEO who believes there will be a Roaring 20s spending spree in the economy to. They have staying power. Shares are up 162% over the past year.

Formerly, RESTORATION HARDWARE. It reports Wednesday and he expects strong numbers. William Sonoma just reported a strong quarter, so things could be good for RH, which sells high-end furnishings.