Q: Looking to initiate 1/2 positions in LLY, IFC, and DOL, all for long term holds (5+ years).
Regarding your conviction to buy today, please comment, rate (1-10) and suggest a target buy range [great, okay].
Thank you,
Peter.
Regarding your conviction to buy today, please comment, rate (1-10) and suggest a target buy range [great, okay].
Thank you,
Peter.
5i Research Answer:
We like all three businesses and we think these could be long-term winners in their industries over time, and we are okay to hold a basket of these three names, as there is not any overlap in terms of business models. Here is our preference taking into account that the valuation
IFC – rating 8 – buy ($225/$235)
DOL - rating 8 – buy ($120/$125)
LLY – rating 9 – buy ($850/$875)