Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.
5i Research Answer:
We would side with CLS, as it has a wide set of customers, so is not quite as vulnerable to direct competitive threats as ANET might be. Valuations are relatively close, but CLS has massively outpeformed with strong growth and excellent execution.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ANET.