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He added to this recently and a few times. Are expanding North American facilities. They make cooling racks for data centres are expanding to meet insatiable demand. 

The CEO has done a great job. But in the car industry, inventories are rising in the lots and the consumer has issues, even if rates are declining. Things won't be as rosy for the car industry.

It's moved up, but he still sees upside due to their predictable earnings.

It's had bad news this week, but it rarely gets a pull back. Long term this is fine.

If the Chinese consumer continues to recover, EL will do well. But even with the stimulus announced in China this week, China won't come roaring back.

She trimmed it a while ago. It's been terrible all year. There's no more pent-up demand. The aspirational buyers happened during the pandemic when consumers were flush. This will struggle for a little while.

She sold it last spring. It's good that they changed the CEO. Wait and see. They have lost so much market share. They need new product.

Likes it. The Frontier acquisitions was smart. The stock is cheap.

She owned this at $50 and is now $269, so she trimmed to take profits. Are well-positioned for the long term, but the PE is not cheap.