Q: hello 5i:
I've held CRM for a number of years and have a good gain on it, albeit nowhere near what it was. I am content with the amount of tech in the portfolio overall, but am a little light on consumer.
The question, realizing that SHOP is not purely a tech play: do you see SHOP as having a better return forecast than CRM? Can you elaborate?
thanks
Paul L
I've held CRM for a number of years and have a good gain on it, albeit nowhere near what it was. I am content with the amount of tech in the portfolio overall, but am a little light on consumer.
The question, realizing that SHOP is not purely a tech play: do you see SHOP as having a better return forecast than CRM? Can you elaborate?
thanks
Paul L
5i Research Answer:
If we look at just consensus earnings growth, SHOP is the clear winner over the next three...