Q: I am going to increase my position in 2 of these 3 companies (3 to 5 year hold part of a well diversified portfolio)
Which 2 of these look most appealing?
Much appreciated as usual. ram
Which 2 of these look most appealing?
Much appreciated as usual. ram
5i Research Answer:
We like both, but GIB.A is massively larger, and its big backlog gives us comfort. It is cheap and doing well overall. It would be our choice of the two.