BVS has been a thorn in our IT exposure of late after delivering a disappointing report in late August which was tarnished by weaker guidance and the departure of long term CEO. We believe the sell off has been overdone but as we mentioned earlier this is a sector which rarely returns stocks to favour in a hurry, a bounce back towards the $3.40 area may see us scratch this holding.
MM is neutral / bullish BVS
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