Q: Would you sell CTS if you were in a loss position? If you were going to sell CTS, what three choices would recommend as better alternatives in order of preference excluding CSU, DSG and SHOP which I own.
5i Research Answer:
CTS is acting better, remains very cheap, and growth expectations are high. It has improved its balance sheet and the stock (and most smal caps) should benefit from lower rates. We would not see it as a SELL today.