Q: Hello 5i! Prices seem to be dropping on these over the past few days. Would you be comfortable buying them, and in which order please?
5i Research Answer:
We would use this order: CSU, LMN, TOI. All are well up on the year (LMN less so) and there is likely a little bit of profit-taking and worry (as is typical) about the upcoming Q3 earnings on the group. We would be comfortable buying, however.