On Holding AG (ONON-N)

He's liked it since the $30's. But trades at a high PE in the 30's like CMG. Buy weakness.

Is -19% this year, but peaked in January. It's a richly valued momentum stock, struggling in this market. Last week, they reported an excellent quarter: a big top and bottom line beat, accelerating revenue growth and strength outside North America. Gross margins beat, a huge EPS beat and issued solid full-year guidance. Net wholesale sales were up 29.1% and direct to consumer up 43.4%. Saw huge brand awareness growth last year.

Boasts 60% gross margins and 30% revenue growth.

It reports tomorrow. It's a pricey stock, but it's also growing like a weed. People love their shoes. Volumes are up.

Some brands like ON and Skechers are hot, and some like Nike are not. You must pick your spots in this sector.

Their products are very well-made and loved by many. Are a winner in leisurewear. Up 12% in a month.

It is an uptrend and looking OK. It is somewhat expensive so could pull back to the trend line. Could be OK for legging in.

He just bought it. It's highly innovative and growing. Up and coming, like Lululemon many years ago and building their retail presence beyond shoes.

A controversial quarter that split the street. He's on the fence. 

They report Tuesday. The stock had been too hot, and some felt they had too much inventory. There's now a large short position on this.

Just reported a strong quarter. However, it was downgraded today and shares fell 10%, but it's still up 71% YTD. Loves their shoes because they are casual, but can be worn for other purposes too. Take some profits, but back those shares $5 lower later.

A Swiss running shoe company and new to the stock exchange. Shares surged 26% yesterday on a tremendous quarter with 91% revenue growth and a bullish forecast.