Brunswick (NYSE: BC) Imperial Capital initiated coverage on Brunswick (NYSE: BC) with an Outperform rating and a price target of $60, suggesting 23% upside. Analyst George Kelly commented, “Brunswick is a marine and fitness equipment company with many of the industry’s leading brands, including Mercury, Boston Whaler, and Life Fitness. We believe the company presents a compelling opportunity due to its improved operating model and financial profile, attractive valuation, and option value should new boat sales accelerate. With the stock recently exhibiting outperformance over the 4Q and 1Q periods, we believe now is a good time to acquire BC shares.”

Patrick Industries (NSDQ: PATK) and Drew Industries (NYSE: DW) enjoyed a boost when RV manufacturer Thor reported strong numbers. Thor, which is a major customer of Patrick and Drew, beat estimates by 18% and gave bullish commentary on industry growth. Thor noted continued strength in its towable trailer business which saw a 68% increase in backlog. Entry level trailers and towable campers are the strongest segment of the industry where demand is being driven by a new group of younger buyers. Patrick and Drew supply parts for both entry level trailers and high end motorized RVs.

Criteo (NSDQ: CRTO) will hopefully enjoy the positive shift in sentiment for the Ad Tech industry surrounding The Trade Desk IPO. This deal was priced at $18, opened at $28.75 and traded as high as $33 before giving up some gains. Although The Trade Desk is growing rapidly, we like Criteo better. Its cross device technology and treasure trove of data built up via website publishers allows it to deliver better value to advertisers.