RE:What's with the SP?Thanks for reproducing 5iResearch here, though I am also a subscriber there; they are the best!
I'll give you two reasons that they are down.
1. Like any equity with a yield north of 5%, their sp is down while there are risk-free options that pay a similar return
2. The investments in new capital and new long-term contracts are a short-term drag on EPS and similar metrics. Those same investments/capital deployments willl drive future EPS growth.
Nearing retirement, this is now my largest holding; it replaced NVDA with that title.