Economic Recovery

August 07, 2020

Buy ($175)

Companies covered: Barings BDC (NYSE:BBDC), Oaktree Capital Group, LLC (NYSE:OAK-A), Oaktree Specialty Lending Corp. (NASDAQ:OCSL), Ares Capital Corporation (NASDAQ:ARCC), Hercules Capital Inc (NYSE:HTGC), Saratoga Investment Corp (NYSE:SAR), Solar Capital Ltd. (NASDAQ:SLRC), FS KKR Capital Corp. (NYSE:FSK), FS KKR Capital Corp. II (NYSE:FSKR), Boot Barn Holdings, Inc. (NYSE:BOOT), Foot Locker, Inc. (NYSE:FL), Shoe Carnival, Inc. (NASDAQ:SCVL), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Caleres (NYSE:CAL), VF Corp (NYSE:VFC), Steven Madden, Ltd. (NASDAQ:SHOO), Skechers U.S.A., Inc. (NYSE:SKX), Amazon.com, Inc. (NASDAQ:AMZN), Crocs, Inc. (NASDAQ:CROX), Deckers Outdoor Corporation (NYSE:DECK), Dick's Sporting Goods Inc (NYSE:DKS), Under Armour, Inc. (NYSE:UA), Kohl's Corporation (NYSE:KSS), adidas AG (OTCMKTS:ADDYY), Canada Goose Holdings (NYSE:GOOS), Williams-Sonoma, Inc. (NYSE:WSM), Restoration Hardware Holdings Inc. (NYSE:RH), Ralph Lauren Corporation (NYSE:RL), PVH Corp. (NYSE:PVH), G-III Apparel Group, LTD. (NASDAQ:GIII), Wayfair Inc. (NYSE:W), Apple Inc. (NASDAQ:AAPL), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Gap, Inc. (The) (NYSE:GPS), Burlington Stores, Inc. (NYSE:BURL), Ulta Beauty (NASDAQ:ULTA), Nordstrom, Inc. (NYSE:JWN), Zumiez Inc. (NASDAQ:ZUMZ), American Eagle Outfitters, Inc. (NYSE:AEO), Abercrombie & Fitch Company (NYSE:ANF), Peloton Interactive (NASDAQ:PTON), Purple Innovation (NASDAQ:PRPL), Lovesac Co. (NASDAQ:LOVE), Carvana Co. (NYSE:CVNA), GrowGeneration Corp. (NASDAQ:GRWG), Lowe's Companies, Inc. (NYSE:LOW), WW International (NASDAQ:WW), AutoZone, Inc. (NYSE:AZO), Best Buy Co., Inc. (NYSE:BBY), Home Depot, Inc. (The) (NYSE:HD), Tractor Supply Company (NASDAQ:TSCO), Capri Holdings Ltd. (NYSE:CPRI), Tapestry (NYSE:TPR), Sears Holdings Corporation (OTCMKTS:SHLDQ), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), CarMax (NYSE:KMX), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Urban Outfitters, Inc. (NASDAQ:URBN), RTW Retailwinds (OTCMKTS:RTWIQ), Hanesbrands Inc. (NYSE:HBI), Carter's, Inc. (NYSE:CRI), L Brands, Inc. (NYSE:LB), LVMH Moet Hennessy Louis Vuitton SA (ADR) (OTCMKTS:LVMUY), Moncler SpA (OTCMKTS:MONRF), Kering (ADR) (OTCMKTS:PPRUY), Planet Fitness (NYSE:PLNT), RealReal (NASDAQ:REAL), Stitch Fix (NASDAQ:SFIX), Revolve Group LLC (NYSE:RVLV), Sixth Street Specialty Lending (NYSE:TSLX), Horizon Technology Finance Corporation (NASDAQ:HRZN), Sally Beauty Holdings, Inc. (NYSE:SBH), Hibbett Sports, Inc. (NASDAQ:HIBB), Reed’s Inc. (NASDAQ:REED), MarineMax, Inc. (NYSE:HZO), Express, Inc. (NYSE:EXPR)

Recreation and Leisure

April 03, 2020

Buy ($175)

Companies covered: CannTrust Holdings Inc. (NYSE:CTST), Green Thumb Industries (CNSX:GTII), Aurora Cannabis (NYSE:ACB), Auxly Cannabis Group (OTCMKTS:CBWTF), Cardiol Therapeutics (OTCMKTS:CRTPF), Fire & Flower Holdings Corp. (OTCMKTS:FFLWF), GW Pharmaceuticals Plc (NASDAQ:GWPH), HEXO Corp. (NYSE:HEXO), Khiron Life Sciences Corp. (OTCMKTS:KHRNF), MediPharm Labs Corp. (OTCMKTS:MEDIF), OrganiGram Holdings (NASDAQ:OGI), The Valens Company (OTCMKTS:VLNCF), Willow Biosciences (OTCMKTS:CANSF), Alimentation Couche-Tard (OTCMKTS:ANCUF), Thermo Fisher Scientific Inc (NYSE:TMO), AMC Entertainment Holdings, Inc. (NYSE:AMC), IMAX Corporation (NYSE:IMAX), Hyatt Hotels Corporation (NYSE:H), Hilton Hotels Corporation (NYSE:HLT), Monarch Casino & Resort, Inc. (NASDAQ:MCRI), International Game Technology (NYSE:IGT), Fox Corp. (NASDAQ:FOXA), The Stars Group (NASDAQ:TSG), Netflix, Inc. (NASDAQ:NFLX), Cinemark Holdings Inc (NYSE:CNK), Marriott International (NASDAQ:MAR), Expedia, Inc. (NASDAQ:EXPE), Booking Holdings (NASDAQ:BKNG), Playa Hotels & Resorts NV (NASDAQ:PLYA), HC2 Holdings, Inc. (NYSE:HCHC), Celsius Holdings, Inc. (NASDAQ:CELH), Flower One Holdings Inc. (OTCMKTS:FLOOF)

Recreation and Leisure

April 05, 2019

Buy ($175)

Companies covered: Spark Networks, Inc. (NYSEAMERICAN:LOV), The Meet Group, Inc. (NASDAQ:MEET), Cinedigm Corp (NASDAQ:CIDM), Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Facebook, Inc. (NASDAQ:FB), Twitter, Inc. (NYSE:TWTR), Walt Disney Company (The) (NYSE:DIS), Viacom Inc. (NASDAQ:VIA), Sinclair Broadcast Group, Inc. (NASDAQ:SBGI), Dolphin Entertainment (NASDAQ:DLPN), Match Group (NASDAQ:MTCH), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Expedia, Inc. (NASDAQ:EXPE), Ctrip.com International, Ltd. (NASDAQ:CTRP), Booking Holdings (NASDAQ:BKNG), Meituan Dianping (OTCMKTS:MPNGF), Eldorado Resorts, Inc. (NASDAQ:ERI), Caesars Entertainment Corporation (NASDAQ:CZR), International Game Technology (NYSE:IGT), IMAX Corporation (NYSE:IMAX), AMC Entertainment Holdings, Inc. (NYSE:AMC), Hilton Hotels Corporation (NYSE:HLT), Marriott International (NASDAQ:MAR), Hyatt Hotels Corporation (NYSE:H), Golden Entertainment Inc (NASDAQ:GDEN), Wynn Resorts, Limited (NASDAQ:WYNN), The Stars Group (NASDAQ:TSG), GW Pharmaceuticals Plc (NASDAQ:GWPH), Constellation Brands Inc (NYSE:STZ), Canopy Growth Corp. (NYSE:CGC), Altria Group (NYSE:MO), Cronos Group (NASDAQ:CRON), Tilray (NASDAQ:TLRY), Novartis AG (NYSE:NVS), CannTrust Holdings Inc. (NYSE:CTST), Thermo Fisher Scientific Inc (NYSE:TMO), Valens GroWorks Corp. (OTCMKTS:VGWCF), Auxly Cannabis Group (OTCMKTS:CBWTF), McDonald's Corporation (NYSE:MCD), Starbucks Corporation (NASDAQ:SBUX), Yum! Brands, Inc. (NYSE:YUM), Restaurant Brands International Inc. (NYSE:QSR), BJ's Restaurants Inc. (NASDAQ:BJRI), Dine Brands Global (NYSE:DIN), Dunkin' Brands Group, Inc. (NASDAQ:DNKN), GrubHub Inc. (NYSE:GRUB), Chipotle Mexican Grill, Inc. (NYSE:CMG), Darden Restaurants, Inc. (NYSE:DRI), Molson Coors Brewing Company (NYSE:TAP), Acreage Holdings (OTCMKTS:ACRGF), Curaleaf Holdings (OTCMKTS:CURLF), Green Thumb Industries (OTCMKTS:GTBIF), HEXO Corp. (NYSE:HEXO), Celsius Holdings, Inc. (NASDAQ:CELH), Red Lion Hotels Corporation (NYSE:RLH), Grown Rogue International Inc. (CNSX:GRIN)

Recreation and Leisure

April 02, 2018

Buy ($175)

Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Eldorado Resorts, Inc. (NASDAQ:ERI), MGM Resorts International (NYSE:MGM), Scientific Games Corp (NASDAQ:SGMS), Golden Entertainment Inc (NASDAQ:GDEN), Hilton Hotels Corporation (NYSE:HLT), Marriott International (NASDAQ:MAR), Caesars Entertainment Corporation (NASDAQ:CZR), Hyatt Hotels Corporation (NYSE:H), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), Salesforce.com Inc (NYSE:CRM), Monarch Casino & Resort, Inc. (NASDAQ:MCRI), McDonald's Corporation (NYSE:MCD), Chipotle Mexican Grill, Inc. (NYSE:CMG), Darden Restaurants, Inc. (NYSE:DRI), Brinker International, Inc. (NYSE:EAT), Starbucks Corporation (NASDAQ:SBUX), Restaurant Brands International Inc. (NYSE:QSR), Potbelly Corporation (NASDAQ:PBPB), Dunkin' Brands Group, Inc. (NASDAQ:DNKN), Yatra Online, Inc. (NASDAQ:YTRA), Belmond Ltd. (NYSE:BEL)

Restaurants, Food and Drinks

March 24, 2017

Buy ($175)

Companies covered: Koninklijke Ahold Delhaize NV (ADR) (OTCMKTS:ADRNY), SodaStream International Ltd. (NASDAQ:SODA), Reeds, Inc. (NYSEMKT:REED), Diversified Restaurant Holdings, Inc. (NASDAQ:SAUC), McDonald's Corporation (NYSE:MCD), Dunkin' Brands Group, Inc. (NASDAQ:DNKN), Domino's Pizza Inc (NYSE:DPZ), Restaurant Brands International Inc. (NYSE:QSR), Fiesta Restaurant Group, Inc. (NASDAQ:FRGI), Noodles & Company (NASDAQ:NDLS), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Panera Bread Company (NASDAQ:PNRA), Starbucks Corporation (NASDAQ:SBUX), Papa John's International, Inc. (NASDAQ:PZZA), The Habit Restaurants, Inc. (NASDAQ:HABT), Del Taco Restaurants Inc (NASDAQ:TACO), Bloomin' Brands, Inc. (NASDAQ:BLMN), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Bravo Brio Restaurant Group, Inc. (NASDAQ:BBRG), Yum! Brands, Inc. (NYSE:YUM), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Chipotle Mexican Grill, Inc. (NYSE:CMG), Sonic Corp. (NASDAQ:SONC), Chuy's Holdings, Inc. (NASDAQ:CHUY), Lancaster Colony Corporation (NASDAQ:LANC), Inventure Foods, Inc. (NASDAQ:SNAK), Omega Protein Corporation (NYSE:OME), SunOpta, Inc. (NASDAQ:STKL), Oaktree Capital Group, LLC (NYSE:OAK-A), Cal-Maine Foods, Inc. (NASDAQ:CALM), B&G Foods, Inc. (NYSE:BGS), Pinnacle Foods, Inc. (NYSE:PF), Whitewave Foods Company (The) (NYSE:WWAV), Danone SA (OTCMKTS:DANOY), Snyder's-Lance, Inc. (NASDAQ:LNCE), J & J Snack Foods Corp. (NASDAQ:JJSF), Dean Foods Company (NYSE:DF), Flowers Foods, Inc. (NYSE:FLO), Blue Buffalo Pet Products Inc (NASDAQ:BUFF), PetSmart, Inc (NASDAQ:PETM), Calavo Growers, Inc. (NASDAQ:CVGW), Dole Food Company Inc (NYSE:DOLE), Fresh Del Monte Produce, Inc. (NYSE:FDP), Walmart Inc. (NYSE:WMT), Sanderson Farms, Inc. (NASDAQ:SAFM)