- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Emera Incorporated (EMA)
- Trisura Group Ltd. (TSU)
Q: I am going to add to at least one of my under weight companies. In what order would you add? Please provide a few notes as to why.
Thanks. ram
Thanks. ram
5i Research Answer:
GIB.A, TSU, EMA;
GIB is a large tech company with a low valuation and a big backlog. This adds visibility to its future growth. We like TSU, but it is fairly small so needs to be considered riskier. EMA is a slow-growth utility. Nothing wrong with that, but if one is focused on total return we think the first two are better.