Q: Hi 5I. Which of these 2 has the highest probability of success. What is the competitive advantage of each? What is the guidance on forward p/e of each? In VNP's case, which offering is their strong suit - Semiconductors or Performance Materials?
I love 5I. Have been an extremely happy subscriber for going on 12 years and it irks me when someone voices some petty grief. For investment advice for an individual direct investor, there is no better value than 5I.
Carl
I love 5I. Have been an extremely happy subscriber for going on 12 years and it irks me when someone voices some petty grief. For investment advice for an individual direct investor, there is no better value than 5I.
Carl
5i Research Answer:
ZDC is much smaller, and thus has more leverage. In terms of success, we would side with it. VNP has a 'not great' history but has recently improved significantly. ZDC is expensive, with forward P/E towards 60x. VNP is closer to 25X. For VNP, current drivers are renewable energy and space solar power.
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