Dick's Sporting Goods (DKS)

Still likes this. Had a mishap, which was largely golf related. Have taken some pretty drastic steps in curtailing the floor space allocated to golf and let go of a lot of their golf professionals in the stores. This was unfortunate as the rest of the business performed extremely well last quarter. They still had positive earnings and positive same-store sales. Trading at around 15-16 times earnings. Very well-managed company.

(Top Pick Mar 27/13, Up 11.84%) Still growing.

Great company. Sold off a couple of weeks ago on some lowered guidance, which brought it into a buying range at 14X next year’s earnings. Operates in excess of 500 stores. Growth plans over the next 4 or 5 years to get to 1000 stores. Have been growing mid-teens for the last several years. Wouldn’t be surprised to see it in the mid-$50’s before the end of the year.