Q: I've owned and held CSU since subscribing with you years ago. I've considered buying this equity for my daughter's fund, growth oriented, and with the recent pullback think this may be an appropriate time. Or... are it's 'sister' companies even better considerations? What say you?
5i Research Answer:
It's a tough call; the smaller subsidiaries of course have more leverage to growth, as single M&A deals may have more of an impact. But it is hard to ever really argue against CSU. With the recent decline, we would go with the parent company if buying today.