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Investment Q&A

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Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks

Asked by Neil on November 26, 2024

5i Research Answer:

We think both LLY and UFPT can qualify as solid long-term holdings, although LLY is much larger at a $680B market cap whereas UFPT is a $2.4B company. LLY is a pharmaceuticals company while UFPT is a healthcare equipment company. Both possess strong organic growth. We would be comfortable owning both along with ISRG and VHI. We think each company has a different growth story with limited overlap, and for an investor seeking a bit more upside growth potential, we would consolidate into UFPT. For an investor seeking some downside protection and benefit from the larger cap size, we would prefer consolidating into LLY.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in UFPT.

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