Q: Can I have your view on lassond industry please. Thx
5i Research Answer:
Please also see this answer from last week. The stock is cheap, acting well (up this year and +32% over 52 weeks), offers a good dividend (2.27% and just increased) and growth looks good going into 2026. Cash flow is solid and it has been profitable every year since 1992. We would consider it a nice small cap consumer sector name. The main drawback is a slightly high degree of leverage (about 2X cash flow).