Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?
5i Research Answer:
Even with the big run up from BDT recently the stock is stll cheap at 12.5x forward earnings. We would still consider it buyable at these levels and the balance sheet remains strong with the capacity for future acqusitions. The 2.1% dividend yield also provides some stability in terms of income.
In the industrials space, we also like: TFII, WSP, and STN.