- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Super Micro Computer Inc. (SMCI)
Q: For my more speculative investments I have a starter position in SMCI and TVK. At this time would you consider moving up to a half position in one of these, or purchasing a starter position in HPS?
Thanks
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5i Research Answer:
SMCI has done so well, that it could consolidate.
On the other hand, TVK and HPS.A have also performed really well recently in terms of fundamentals and share price performance. We like both names and would be comfortable owning both, we think these two names really don't have too much overlap in term of sector or growth strategy. Choosing one, today, we would side with HPS.A.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in SMCI.