Q: Hello, i know you don't believe in averaging down but of these companies that really blindsided me on somewhat over reaction on earnings,which company has the best chance to bounce off these lows possibly like 10-20% up from here i am thinking could be possible which do you pick and why....thanks
5i Research Answer:
CTS is now cheaper on valuation, but NVEI's larger size, US listing, addressable market and growth potential give it the edge here if one is looking for a 'bounce' candidate.