My taxable brokerage still isn't mapping trades over so here's my manual logging.

Added 11% more shares Wednesday morning.

Transaction Journal Entry:

Business has been performing well and I remain bullish. Want some more exposure.

Metrics I track on each non-core holding buy:

P/S - 2.60

Forward P/S - 1.85

PSG - .011

P/FCF - 14

This purchase was well-timed. Aritzia reported earnings yesterday afternoon and they remain on a good track.

Pros: Revenue up 65%, gross, operating, and net profit margins all up from the year ago period. US revenue continues to rocket, up 81% over previous Q1 and up 109% on a TTM basis. In fact, this quarter was the first Q were US revenue exceed Canada. days down a smidge. Raised full year rev guidance by 5%.

Cons: Annual inventory turnover ratio down a smidge. Also turned FCF negative but to spin that in a positive light, it's because they're re-investing in the business.