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  5. CLS: If you owned sleep country shares would you sell now or continue to hold with the hope another company steps in with a higher offer than fairfax? [Celestica Inc.]
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Investment Q&A

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Q: If you owned sleep country shares would you sell now or continue to hold with the hope another company steps in with a higher offer than fairfax? If selling is the answer could you suggest some of your current top ideas for reinvesting? I’m a buy and hold for the long term investor with a moderate tolerance to risk and like to own high quality companies. Thank you
Asked by Jason on July 25, 2024
5i Research Answer:

The bid is not that attractive, so there is always a chance of a new bid or a new bidder. We would put odds low, in the 10% range, but more than zero. We would hold for the moment. When the time comes, some other high-quality long-term holdings we like are: TVK, HPS.A, CLS