-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Vertiv Holdings LLC Class A (VRT)
Q: I am looking to initiate a 2.5% position in one of these two companies, in order to increase the industrial component of my portfolio. Both have received favourable commentary by 5i. Looking at a five-year time horizon, which one would be deemed to be the more prudent position to initiate?
5i Research Answer:
We like both a lot, and have comments today on them. That being said, we would side with HPS.A at a lower valuation, lower volatility and high growth potential.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VRT.