Q: My favorite holdings LMN and DRX are lagging behind recently. It seems that LMN has a significant insiders selling over the past few months and DRX has a customer concentration risk issue. With the current negative momentum, do you see any red flag for concern or a good opportunity to buy more with new cash ? Thank you for your great service. Bill.
5i Research Answer:
We do not see any real concerns other than what has already been discussed in this question or with posted comments. We continue to have high confidence in both of their growth profiles. We would be OK continuing to accumulate either.