Q: Can I get updates for these three that all announced earnings today. If considering total return over the next 3 years would you trade out any one of the three of them?
5i Research Answer:
AFN EPS was $1.42, missing estimates of $1.73; revenue was $351.8M, missing estimates of $394.8M. EBITDA of $68M missed by 17%, DXT EPS was 14c, ahead of 8c estimated; revenue was $253M, about 1.5% better than expected. EBITDA of $29.2M beat by 32%. HLF EPS was 35c, ahead of 25c expected; revenue was $218M, well short of estimates. EBITDA of $23.8M was 10% better. The company's debt refinancing was completed. These are all small companies, but as a basket we would be comfortable holding these if one is OK with small cap and economic cycle risk.