Q: Long time holder of DOO, and following the recent results, your report, and latest answers, im considering a switch. Previously held SIS and would consider buying again, or tempted to start accumulating TSU. With a long term outlook, which of these three businesses has the best chance of outperformance?
5i Research Answer:
They are all different, of course. If we look only to possible stock gains and do not consider risks, size and other factors, TSU likely wins this contest. But if an investor is looking for a solid company with potential, and more of a slow and steady, less-stress investment, we think SIS wins. DOO is not without its attractions, but with leverage many investors cannot handle its wide cyclical swings.