Q: If you didn't have a full position in GSY-T, would you add on recent weakness? What is your long term view of this company?
5i Research Answer:
The company has proven itself over decades and has survived recessions, pandemics and other crises. It is cheap at 10X earnings, with a 2.80% dividend that has shown nice growth over time. Current worries stem from tariffs, inflation, rates, and the economy, but it is expected to show EPS growth of more than 20% this year, and we would be comfortable chipping away on the buy side at current levels. GSY reports on Feb. 13.