Q: Greetings,
ZDC
1) The inclusion price into the 5i portfolio was $2.15 so congratulations on that pick!
However, has ZDC run out of steam or would you say it's temporary?
2) Do you think inclusion into a 5i portfolio immediately adds momentum to a stock?
3) Am I missing something but it seems to me, the company is a "one trick pony" with not much of a moat. What's the appeal here?
Many thanks!
A
ZDC
1) The inclusion price into the 5i portfolio was $2.15 so congratulations on that pick!
However, has ZDC run out of steam or would you say it's temporary?
2) Do you think inclusion into a 5i portfolio immediately adds momentum to a stock?
3) Am I missing something but it seems to me, the company is a "one trick pony" with not much of a moat. What's the appeal here?
Many thanks!
A
5i Research Answer:
1) Hard to say. The reaction to competition was harsh, but in our view ANY good industry is...