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Investment Q&A

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Q: Q : Hello 5i team

Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?

Thanks
Asked by Charles on April 24, 2025
5i Research Answer:

We would be comfortable buying LMN today. Software should not be subject to tariffs directly. Our confidence remains high overall. While we guess anything is possible, we would not expect its growth to be impaired by the current US administration. 

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