It's an interesting business and holding... something trading on such a low PE usually warrants it. I think IRI has a lot of life left if it can continue to win and renew contracts and keep the cashflow and fundamentals strong. The balance sheet remains solid for now.
The sector it serves still has a lot of runway for growth. I'm trying to understand the catalyst for a rerate of the share price.
#1 Client churn needs to be addressed...
IRI Price at posting:
43.5¢ Sentiment: Hold Disclosure: Held
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