Q: Hi Peter and Staff
I am aware that you are lukewarm on the stocks so far and I share that concern. I have a family member wanting to invest a small allocation in their portfolio to this industry.
Could you please outline your current valuation and other concerns with the stock prices so far and then indicate and if you were to do an investment in one company in the industry which one and why
Thanks for all you do
Dennis
I am aware that you are lukewarm on the stocks so far and I share that concern. I have a family member wanting to invest a small allocation in their portfolio to this industry.
Could you please outline your current valuation and other concerns with the stock prices so far and then indicate and if you were to do an investment in one company in the industry which one and why
Thanks for all you do
Dennis