Q: Looking for your views on this company. There have been periods of outperformance offset by periods of weakness over the past 10 years. Wondering if you think it might be ready to get back on track.
I am looking for companies like MFC where the negativity surrounding them fades away offering the opportunity for a rerate higher; any suggestions you might have for CDN companies in this position would be appreciated.
I am looking for companies like MFC where the negativity surrounding them fades away offering the opportunity for a rerate higher; any suggestions you might have for CDN companies in this position would be appreciated.
5i Research Answer:
We are not big fans of the poor momentum over short and longer term periods. However, at 13X...