Q: Your thoughts please on selling CLS inside aTfsa and buying the much cheaper Micron and Sandisk Thx
5i Research Answer:
We would not consider CLS a sell, but certainly MU and SNDK are cheap and have excellent momentum and prospects. We would be OK with this without being specifically negative towards CLS.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in MU.