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  5. GIB.A: I am going to add to at least one of my under weight companies. [CGI Inc. Class A Subordinate Voting Shares]
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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
Asked by Ray on March 13, 2024
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.