I added the gun stocks to my spec foray sometime back. More cautious now as the big run is over and I'm not in the camp that believes the US is in for an election induced civil. I traded Ruger (RGR, and VSTO). I will keep a small around of VSTO. They sell the better brand outdoor accessories and ammo. Gun huggers collect this stuff and they seem to be on a good path. They aren't just about guns though and their brand portfolio is growing. The pure play gun stocks will sit in my watchlist as I think they will pull back hard as tensions fade. Whatever month that happens I don't really know. The better ones will be a cyclical buy for a long time IMO. We'll see what the balance sheets look like after this good year.
BTW I a not a raging 2A zealot, just a hobbyist that sees what's going on in politics. My family target shoots, fishes and camps and I know the products these companies sell.
BTW I a not a raging 2A zealot, just a hobbyist that sees what's going on in politics. My family target shoots, fishes and camps and I know the products these companies sell.