Q: Over one year period PEY has had a much better, and even an opposite performance versus ARX wich seems to go "nowhere",even though it is a much larger ( and safer?) Cie ..I have an significant position on ARX , is there a better choice , should I diversifie in this sector with other Cies, or should I be more patient ? Since I wish to own a safe position for in the natural gaz sector for mid-long term ,thanks for always appreciated clarifications .
5i Research Answer:
We think PEY and ARX are 'fine'. We would continue to prefer PEY for the sector, but we think if...