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Old 20th Nov 2019, 23:47
  #775 (permalink)  
crosscutter
 
Join Date: Jan 2006
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Comparing ROIC between JQI and QFI is not a like for like comparison. JQI doesn’t do LH. It’s an argument easy to push but they know it’s irrelevant. Capital will be applied to the area where the greatest return is likely. At the moment the company obviously sees greater returns possible in QFI for reinvestment or growth.
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