Q: Thanks for the webinar today. It's reminded me to think about fundamentals. Normally I rely on you think about that for me (I follow BE), but not always. I hung on to Amaya after you removed if from the portfolio and bought a bit more at ~19.50 when the original bid came and you did a great blog about two "trades" (the other being SPB--it was a nailbiter but I did well on that one).
There's a lot of noise on this company and I want to ignore that. What is your view about fundamentals and outlook for AYA? If you think there are better opportunities right now, could you please give me some suggestions? Doesn't need to be the same sector. I want to avoid the pitfall of hanging on too long if this is not a very promising company long term.
Thanks.
There's a lot of noise on this company and I want to ignore that. What is your view about fundamentals and outlook for AYA? If you think there are better opportunities right now, could you please give me some suggestions? Doesn't need to be the same sector. I want to avoid the pitfall of hanging on too long if this is not a very promising company long term.
Thanks.