- WSP Global Inc. (WSP)
- Stantec Inc (STN)
- TFI International Inc - Ordinary Shares (TFII)
- Trane Technologies plc (TT)
Q: I already hold a bit of TFII and WSP but would like more in industrials. I’m thinking of either adding to TFII or starting a position in STN or TT. Is there still good reason to add to TFII? If not, both STN and TT have good momentum, but as I already hold WSP, would TT make more sense?
Thanks.
Thanks.
5i Research Answer:
TFII reported decent earnings last night, but from a portfolio perspective we like diversification and we think TT probably makes the most sense here. It is quite different from the others mentioned yet is solid in its own right.