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Computershare

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Computershare

Hi I was intrigued by the following comment in Wednesday's afternoon report about Computershare " +11.24% knocked it out of the park, I dislike this stock and don’t really have a handle on it". Would you care to elaborate? Regards, Carl

Answer

Hi Carl,

Sorry if it seemed like a flippant comment, it wasn’t intended to be. We  don’t really follow Computershare (CPU) closely, while their result was strong yesterday, we simply believe their business model is ripe for disruption, we’ve thought this for some time and when we hold such a view we don’t allocate time to the stock – there is only so much of it in any given day!

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Computershare (CPU)
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