Q: Hello, I was intrigued by Fernando's question (Jan 26 about that 11 stock/ETF retirement portfolio). The only stock from that list I do not own is QSR. However, thanks to you I do have BYD and PBH. Wondering if (a) these would be good alternatives for QSR? If yes, which one would you prefer? Thank you.
5i Research Answer:
We like QSR, but we think the combo of PBH/BYD is fine and offers (likely) higher growth potential than QSR, although with a bit more risk, because they are smaller. BYD we would prefer slightly of the two.