Q: Both these stocks are doing very well. TVK appears cheaper. Do you think this is a good time to buy and which one would you prefer today?
5i Research Answer:
TVK is cheaper as it is more cyclical and margins are higher in the software business (DSG). DSG is significantly larger and likely 'safer' because of that and other factors. But we would give the nod here to TVK slighty if one is OK with a smaller market cap ($2.2B) growth prospect.