The Portfolio+ and "10 to Hold" portfolios are jumping out to nice gains in 2026, led by Aritzia, Warby Parker and general enthusiasm surrounding Consumer Discretionary.
Having gained more than 120% over the last year, Aritzia needed to report near-perfect earnings last night. If anything, the Canadian Everyday Luxury chain was slightly better than that. In the video below, I run through the numbers, explain why I think the company has enough runway to keep the party going for at least a few more quarters and why "Someday momentum will slow" is a lousy reason to sell a stock executing so well.
You need to have a subscription to access this content in full.
Log in or subscribe today to unlock new features and receive Member Benefits.
