Is encouraged by US debt ceiling agreement, & thinks it will positively affect markets.
Lots of moving pieces with regards to macro environment (debt ceiling, inflation, interest rates etc.)
Is expecting second half of year to be positive for investors.
Expecting volatility through June in markets (short term).
Expects shares to appreciate given recent weakness.
Strong fundamentals with good balance sheet and earnings power.
High investment in eCommerce portion of business (reducing 3rd party sellers).
Sales slowdown in China reason for recent sales slump (re-opening will increase sales).
Expecting shares to climb to $135.