Q: Q : Hello 5i team
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
5i Research Answer:
We would be comfortable buying LMN today. Software should not be subject to tariffs directly....