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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

Asked by Ray on June 10, 2024

5i Research Answer:

We like both, but GIB.A is massively larger, and its big backlog gives us comfort. It is cheap...

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