Q: I am a dividend investor who prefers to hold fewer companies for the long term, gradually adding to the position over time in perpetuity.
5i recently sold OTEX from its Balanced Portfolio. There have been discussions about disruption from AI.
Do you think OTEX remains a viable longterm holding for a dividend investor? Can we expect to see modest continued growth and modest dividend growth - or should this position be sold due to the risks involved?
5i recently sold OTEX from its Balanced Portfolio. There have been discussions about disruption from AI.
Do you think OTEX remains a viable longterm holding for a dividend investor? Can we expect to see modest continued growth and modest dividend growth - or should this position be sold due to the risks involved?
5i Research Answer:
Momentum looks solid currently so markets are liking the signalling that is coming from OTEX. Of...