EPAM lost 24% in May, the biggest loser on the S&P. They're in a terrible business now and reported disappointing guidance despite a decent quarter.
Stock price when the opinion was issued
Reported last Thursday with awful guidance. Also, EPAM has a major presence in Ukraine, where Trump wants to pull the plug on assistance.
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First Avenue Investment Counsel
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J. Zechner & Assoc
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EPAM lost 24% in May, the biggest loser on the S&P. They're in a terrible business now and reported disappointing guidance despite a decent quarter.