- Converge Technology Solutions Corp. (CTS)
- Vertiv Holdings LLC Class A (VRT)
- Nuvei Corporation (NVEI)
Q: Hi, I'm still down about 57% in Nuvei and haven't realized much of any January bounce in CTS. I'm considering a consolidation of these two into my existing VRT stake . For a one year hold, could you give me your thoughts and how you would rank these three based on potential SP appreciation. Thanks.
Brad
Brad
5i Research Answer:
CTS has had news today (comments posted) and is up 10%. We do like VRT better than these (recent comments also posted). We are comfortable holding the others but if only one is to be owned we would choose VRT and rank these: VRT, NVEI, CTS, with NVEI being the riskiest because of its balance sheet.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VRT.