Q: Good afternoon,
Long-term holder of SIS and barely above water. It seems like the potential has always been there, and decent div, but based off of some of your recent comments I'm wondering if a switch to ATS may make sense - both industrials, yes no Div (but growth trumps div's), and it actually appears ATS is cheaper than SIS on PE (though not on P:book).
3-5 years out, which do you feel has more potential to outperform the other? Thanks in advance. - Jeff
Long-term holder of SIS and barely above water. It seems like the potential has always been there, and decent div, but based off of some of your recent comments I'm wondering if a switch to ATS may make sense - both industrials, yes no Div (but growth trumps div's), and it actually appears ATS is cheaper than SIS on PE (though not on P:book).
3-5 years out, which do you feel has more potential to outperform the other? Thanks in advance. - Jeff
5i Research Answer:
We still like SIS, but it is quite and slower growth. Certainly from a 'potential' return viewpoint ATS offers more attractiveness.