Q: I currently own 500 shares of CSU and I am up 50%.
It’s recent performance has been totally under, performing the market in a significant way
What would you think of the idea of selling the CSU and buying CLS i( which I do not own currently)
In today’s answer to a question you rates CLS as second best grower over the next 3 years.
Thoughts please
Sheldon
It’s recent performance has been totally under, performing the market in a significant way
What would you think of the idea of selling the CSU and buying CLS i( which I do not own currently)
In today’s answer to a question you rates CLS as second best grower over the next 3 years.
Thoughts please
Sheldon
5i Research Answer:
CLS is very different and may act very different than CSU. We would be reluctant to make this switch AFTER CSU has already experienced its significant decline. Yes, we do like CLS a lot. But CSU could still do well on earnings or a simple change in sentiment. If growth was the ONLY objective, we would be OK with this plan, but would prefer both to be owned rather than a full swap.