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Q: Hi 5i Team - Could you explain the recent drop in IES holdings. I have read something about an acquisition but I don't quite understand IESC's involvement in it. Is there any negative fundamental change recently. Thanks.
- Construction Partners Inc. (ROAD)
- IES Holdings Inc. (IESC)
- Applovin Corporation (APP)
- South Bow Corporation (SOBO)
Q: I have the above stocks on my watchlist. They are all coming into the range that you have suggested in the past. Do you think they are buyable at current prices, APP for medium term, the others medium to long term (SOBO long term) which order would you add, and what percentage of the portfolio would you be comfortable with as a starting position? Thanks!
Q: Good evening 5i Team,
Can you please review last week's earnings for IESC, along with your ranking of it for a new investment (three-year hold) comparing it to CBLT, TMDX, ASPEN and AXON. Thank you.
Can you please review last week's earnings for IESC, along with your ranking of it for a new investment (three-year hold) comparing it to CBLT, TMDX, ASPEN and AXON. Thank you.
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