Q: I have held these for quite awhile and I try to be a patient investor but it is challenging. Do you see any catalysts in the 1 to 2 years that might move these stocks significantly higher? The small cap. sector seems to be gaining some interest so I thought these might ride along. thanks
5i Research Answer:
GUD continues to be about the most boring stock around, having been in the $5 range for what seems like decades (but really only about six years). We would be fine moving on from it. RPI we think has much greater potential, with a good balance sheet, low valuation, and good earnings growth expected. We think it can be kept a while longer.