- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Emera Incorporated (EMA)
- Trisura Group Ltd. (TSU)
Q: I want to increase my position in the noted companies. Please give your order for doing so along with some reasons.
Much appreciated. ram
Much appreciated. ram
5i Research Answer:
Given the three names, we would be more inclined to add in this order (from most to least):
GIB.A (balanced between upside potential and downside protection). Good margins; big backlog.
TSU (small insurance company with track record of decent profitability and growth). The sector is doing well and there is good upside potential.
EMA (we would not be too eager to add here given the capital intensity and leverage profile, and we think the other two have much better prospects).