Recreation and Leisure

October 13, 2022

Buy ($175)

Companies covered: Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Airbnb Inc. (NASDAQ:ABNB), Expedia, Inc. (NASDAQ:EXPE), MGM Resorts International (NYSE:MGM), Caesars Entertainment Corporation (NASDAQ:CZR), Booking Holdings (NASDAQ:BKNG), Accor SA ADR (OTCMKTS:ACCYY), Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Choice Hotels International, Inc. (NYSE:CHH), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), IAC/InterActiveCorp (NASDAQ:IAC), Everi Holdings, Inc. (NYSE:EVRI), Goodness Growth Holdings Inc. (OTCMKTS:GDNSF), Verano Holdings Corp. (OTCMKTS:VRNOF), AYR Wellness Inc. (OTCMKTS:AYRWF), Ascend Wellness Holdings Inc. (OTCMKTS:AAWH), TerrAscend Corp. (OTCMKTS:TRSSF), Vext Science Inc. (OTCMKTS:VEXTF), Schwazze (OTCQX:SHWZ), Cresco Labs Inc. (OTCMKTS:CRLBF), Columbia Care Inc. (OTCMKTS:CCHWF), Green Thumb Industries (OTCMKTS:GTBIF), Curaleaf Holdings (OTCMKTS:CURLF), Trulieve Cannabis Corp. (OTCMKTS:TCNNF), Canterbury Park Holding Corporation (NASDAQ:CPHC), Gambling.com Group Ltd. (NASDAQ:GAMB), SciPlay Corp. (NASDAQ:SCPL), Travel + Leisure Co. (NYSE:TNL), US Lighting Group Inc. (OTCMKTS:USLG), Greenlane Holdings Inc. (NASDAQ:GNLN), Grown Rogue International Inc. (OTCMKTS:GRUSF)

Retail and E-Commerce

September 29, 2022

Buy ($175)

Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), MercadoLibre, Inc. (NASDAQ:MELI), Etsy Inc. (NASDAQ:ETSY), Cars.com Inc. (NYSE:CARS), CarGurus Inc. (NASDAQ:CARG), TrueCar, Inc. (NASDAQ:TRUE), Shift Technologies Inc. (NASDAQ:SFT), Carvana Co. (NYSE:CVNA), RealReal (NASDAQ:REAL), Farfetch Ltd. (NYSE:FTCH), Upwork Inc. (NASDAQ:UPWK), Wheels Up Experience Inc. (NYSE:UP), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Vroom Inc. (NASDAQ:VRM), Boxed Inc. (NYSE:BOXD), Fiverr International Ltd. (NYSE:FVRR), Paypal Holdings Inc (NASDAQ:PYPL), Carlotz Inc. (NASDAQ:LOTZ), Match Group (NASDAQ:MTCH), Bumble Inc. (NASDAQ:BMBL), Trupanion, Inc. (NYSE:TRUP), Peloton Interactive (NASDAQ:PTON), Trade Desk (NASDAQ:TTD), Roku Inc. (NASDAQ:ROKU), PubMatic Inc. (NASDAQ:PUBM), Magnite Inc. (NASDAQ:MGNI), Yelp Inc. (NYSE:YELP), Netflix, Inc. (NASDAQ:NFLX), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), Airbnb Inc. (NASDAQ:ABNB), Alphabet Inc (NASDAQ:GOOG), Innovid Corp. (NYSE:CTV), Facebook, Inc. (NASDAQ:FB), Uber Technologies (NYSE:UBER), Spotify Technology SA (NYSE:SPOT), Wix.com Ltd. (NASDAQ:WIX), Outbrain Inc. (NASDAQ:OB), Lyft (NASDAQ:LYFT), DoorDash Inc. (NYSE:DASH), eBay Inc. (NASDAQ:EBAY), Wayfair Inc. (NYSE:W), Zillow, Inc. (NASDAQ:Z), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Chewy (NYSE:CHWY), Ulta Beauty (NASDAQ:ULTA), lululemon athletica inc. (NASDAQ:LULU), PVH Corp. (NYSE:PVH), Nike, Inc. (NYSE:NKE), adidas AG (OTCMKTS:ADDYY), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), Nordstrom, Inc. (NYSE:JWN), Kohl's Corporation (NYSE:KSS)

Retail and Leisure

December 20, 2021

Buy ($175)

Companies covered: Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), American Eagle Outfitters, Inc. (NYSE:AEO), TJX Companies, Inc. (The) (NYSE:TJX), Burlington Stores, Inc. (NYSE:BURL), Ross Stores, Inc. (NASDAQ:ROST), Restoration Hardware Holdings Inc. (NYSE:RH), Capri Holdings Ltd. (NYSE:CPRI), Tapestry (NYSE:TPR), Ulta Beauty (NASDAQ:ULTA), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST), Williams-Sonoma, Inc. (NYSE:WSM), Kroger Company (The) (NYSE:KR), Starbucks Corporation (NASDAQ:SBUX), Abercrombie & Fitch Company (NYSE:ANF), Nordstrom, Inc. (NYSE:JWN), Designer Brands Inc. (NYSE:DBI), Urban Outfitters, Inc. (NASDAQ:URBN), Chewy (NYSE:CHWY), Wayfair Inc. (NYSE:W), Revolve Group LLC (NYSE:RVLV), Stitch Fix (NASDAQ:SFIX), ThredUp Inc. (NASDAQ:TDUP), Allbirds Inc. (NASDAQ:BIRD), Boot Barn Holdings, Inc. (NYSE:BOOT), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), Warby Parker Inc. (NYSE:WRBY), Brilliant Earth Group Inc. (NASDAQ:BRLT), Uber Technologies (NYSE:UBER), Gap, Inc. (The) (NYSE:GPS), Coca-Cola Company (The) (NYSE:KO), Anheuser-Busch Inbev SA (NYSE:BUD), Macy's Inc (NYSE:M), Aritzia Inc. (OTCMKTS:ATZAF), National Vision Holdings Inc. (NASDAQ:EYE), eBay Inc. (NASDAQ:EBAY), Poshmark Inc. (NASDAQ:POSH), RealReal (NASDAQ:REAL), Hermes International SCA (OTCMKTS:HESAF), Destination XL Group, Inc. (NASDAQ:DXLG), Esports Technologies Inc. (NASDAQ:EBET), Hall of Fame Resort & Entertainment Co. (NASDAQ:HOFV)

Cannabis, Psychedelics and Liquor

November 18, 2021

Buy ($175)

Companies covered: Red White & Bloom Brands Inc. (OTCMKTS:RWBYF), Lowell Farms Inc. (OTCMKTS:LOWLF), Jushi Holdings Inc. (OTCMKTS:JUSHF), Cresco Labs Inc. (OTCMKTS:CRLBF), Charlotte's Web Holdings Inc. (OTCMKTS:CWBHF), Columbia Care Inc. (OTCMKTS:CCHWF), AYR Wellness Inc. (OTCMKTS:AYRWF), Cronos Group (NASDAQ:CRON), Tilray (NASDAQ:TLRY), Trulieve Cannabis Corp. (OTCMKTS:TCNNF), Green Thumb Industries (OTCMKTS:GTBIF), Constellation Brands Inc (NYSE:STZ), Canopy Growth Corp. (NYSE:CGC), Altria Group (NYSE:MO), Verano Holdings Corp. (OTCMKTS:VRNOF), Vext Science Inc. (OTCMKTS:VEXTF), Curaleaf Holdings (OTCMKTS:CURLF), Harborside Inc. (OTCMKTS:HBORF), GrowGeneration Corp. (NASDAQ:GRWG), Hydrofarm Holdings Group Inc. (NASDAQ:HYFM), TerrAscend Corp. (OTCMKTS:TRSSF), The Valens Company (OTCMKTS:VLNCF), Village Farms International Inc. (NASDAQ:VFF), OrganiGram Holdings (NASDAQ:OGI), PharmaCielo Ltd. (OTCMKTS:PCLOF), Field Trip Health Ltd. (NASDAQ:FTRP), Cybin Inc. (NYSEAMERICAN:CYBN), Uber Technologies (NYSE:UBER), Diageo plc (NYSE:DEO), Remy Cointreau S A Unsponsored France ADR (OTCMKTS:REMYY), Grown Rogue International Inc. (OTCMKTS:GRUSF), Planet 13 Holdings Inc. (OTCMKTS:PLNHF), Red Light Holland Corp. (OTCMKTS:TRUFF), Tetra Bio-Pharma Inc. (OTCMKTS:TBPMF), Willamette Valley Vineyards, Inc. (NASDAQ: WVVI), Willamette Valley Vineyards, Inc. Preferred Shares Series A (WVVIP), Scotts Miracle-Gro Company (The) (NYSE:SMG), Agrify Corp. (NASDAQ:AGFY), HEXO Corp. (NYSE:HEXO), Molson Coors Brewing Company (NYSE:TAP)

Retail

August 19, 2021

Buy ($175)

Companies covered: Victoria's Secret & Co. (NYSE:VSCO), Macy's Inc (NYSE:M), Peloton Interactive (NASDAQ:PTON), Amazon.com, Inc. (NASDAQ:AMZN), Five Below, Inc. (NASDAQ:FIVE), Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), McDonald's Corporation (NYSE:MCD), Destination XL Group, Inc. (NASDAQ:DXLG), Citi Trends, Inc. (NASDAQ:CTRN), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Burlington Stores, Inc. (NYSE:BURL), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Skechers U.S.A., Inc. (NYSE:SKX), Ulta Beauty (NASDAQ:ULTA), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), LVMH Moet Hennessy Louis Vuitton SE (OTCMKTS:LVMHF), Urban Outfitters, Inc. (NASDAQ:URBN), Signet Jewelers Limited (NYSE:SIG), Gap, Inc. (The) (NYSE:GPS), Children's Place, Inc. (NASDAQ:PLCE), Wolverine World Wide, Inc. (NYSE:WWW), Stitch Fix (NASDAQ:SFIX)