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  5. DRX: Hello 5i, We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX. [ADF Group Inc. Subordinate Voting Shares]
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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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. But, our conviction today would be highest on VRT.

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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