Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?
5i Research Answer:
We have CPX comments posted today. There has been no negative news on it and it is significantly cheaper than H so it is hard to explain the performance gap. Both stocks have seen recent broker target price upgrades. We would be fine holding both. H is significantly larger and safer, so if only one we would still side with it.