Quote Originally Posted by bull.... View Post
fundamentals of ift are better than sum and ift has macro tailwinds where as sum has macro headwinds
I recon this is just your opinion (and you are absolutely entitled to it) - or would you mind to provide some evidence for the better fundamentals of IFT? How do you measure that? Can't be PE (SUM is much better in that regard), NTA to SP (both quite comparable in that regard) or SUM's outstanding growth compared to IFT's shrinking (both EPS CAGR as well as revenue CAGR for IFT are negative).

Ah yes, I forgot - you like negative - don't you?