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Thoughts on CDA and DGL?

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    Thoughts on CDA and DGL?

    Hi James, A few months back you put CDA in the too hard basket. Is that still the case after results season? Any thoughts on DGL? Absolutely hammered recently, why and could it be overdone? Thanks Frank

    Answer

    Hi Frank,

    1. CDA has hit $6.65 this week after we put it into the too hard basket a few months ago, there is no change today, we feel better opportunities surfacing elsewhere.
    2. We’ve already covered DGL a few times in todays report.

     

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