Investment Q&A

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Q: Hello 5i,

We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.

Which stock has your highest conviction today?

Thank you
D&J

Asked by Jerry on June 17, 2024

5i Research Answer:

DRX is of course quite different and much smaller. There are valuation differences here as well....

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in SMCI, VRT.

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