Q: Hi Peter and team,
When you remove FM from a model portfolio, does that mean a sell for us even if we do not hold the same positions as the portfolio. Would you recommend swapping FM for another company in the sector (e.g HBM or LUN) or just getting out of the sector at this time?
Also, what's you take on PRW's survivability in the current environment?
Thanks for all you do for us.
BK
When you remove FM from a model portfolio, does that mean a sell for us even if we do not hold the same positions as the portfolio. Would you recommend swapping FM for another company in the sector (e.g HBM or LUN) or just getting out of the sector at this time?
Also, what's you take on PRW's survivability in the current environment?
Thanks for all you do for us.
BK