Q: If you could please comment on this U.S. company IMS Healthcare. I would greatly appreciate it. Can you classify it as tech or healthcare and how it compares to its historical data PE/PCF/PB and any other fundamental that is important to you. Would you still prefer GUD over this stock? My worry with GUD is that they do not use their cash and investors become irritated and fickle. I can benefit from IMS as it diversifies my portfolio a little more to the US.I am thinking of a 1 to 3 year hold minimum. Thank You
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