Conor's avatar
$3m follower assets
Which stock should I add tomorrow?
I buy and hold for at least 5 years
What stock should I add to my portfolio tomorrow?
5%$CVX Chevron Corporation
38%$LULU Luululemon Atheltica
0%$GOLF Acushnet Holdings
55%$TGT Target
18 VotesPoll ended on: 05/06/22
Scoreboard Investor's avatar
I really like $TGT. Started my position back in January

Joey Hirendernath's avatar
I voted $TGT if you require a dividend if not I'd agree that $LULU is the cornerstone of athleisure
Conor's avatar
@joeyhirendernath I largely ignore dividends, neither pro or against, because I have a long time to stay invested and do not need the extra income. However, I am torn since Target is "cheaper" but has way less room to grow versus Lulu, IMO. Maybe I need to buy both.

Thanks for your feedback!
Conor Mac's avatar
I only follow one of these companies, Lululemon. They had a pretty good quarter last week, what were your thoughts?
Conor's avatar
@investmenttalk the OG Conor from the UK! What
happened last week? I really like Lulu. If you look at their gross profit
margins of over 57%, this gives them a lot of room to grow even faster. I
didn't love the MIRROR acquisition but it was "only" 500M. Not that
big of a deal in the grand scheme of things. I know Lulu will focus on what has
been working and will keep growing for years to come.

Thanks for your feedback!
Conor's avatar
Thanks for voting! I just bought $TGT at $232.6976 per share
Austin Weiffenbach's avatar
@conorvalue I know I am a little late to the party, but any particular reason for $GOLF over $ELY? Can't go wrong with $TGT but was just curious on the golf choice
Conor's avatar
@gatoraus I recently sold $ELY so I need to wait at least 30 days before buying again. I will buy $ELY when that time has passed
Conor's avatar
Just looking back at this vote (I know it's early), I would say $CVX probably is going to be the winner for the next year or so. At least $LULU is down almost as much as $TGT.

I am going to be buying $LULU if it can get down to the $220 range. I would sell a OTM put on it but it's way too rich for my blood.