Q: Hello, I know 5i like both of the above but if only one could be bought today for a 3-5 year holding period which one would be best. Thank you
5i Research Answer:
If we could only pick one, we would side with PRL, as we think PRL’s growth is more sustainable and less cyclical compared to DRX. But again, we don’t think there is any overlap between the two businesses, and both companies are executing really well in recent years and both have tremendous runway for growth. We would be okay to hold both.