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  5. ET: Hi, could you please clarify your position on ET. [Evertz Technologies Limited]
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Q: Hi, could you please clarify your position on ET. In your recent article on Reliable Retirement Streams you endorse it but in your answer to Chris on July 16th you said you would like to avoid it altogether. Thanks

Asked by Gary on August 18, 2021
5i Research Answer:

 We like ET for income and view the dividend as sustainable and reliable. The balance sheet is healthy and the valuation is OK, but not overly compelling. We continue to hold it in the Income Model Portfolio. However, we like them less for growth. Revenue growth has been largely in the single digits and margins have been contracting. Cash flow growth has also been choppy.