Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?
5i Research Answer:
We do like the growth prospects of LMN slightly more than TOI, and while we like both stocks, we would be comfortable with selling some TOI to buy LMN.