Q: Hi 5i. bought TVE in Jan 2022 @ 4.58. It has just now gotten back to break-even.
Thinking of selling TVE and replacing with TOU.
Your thoughts on this move would be much appreciated.
Thanks, Terry
Thinking of selling TVE and replacing with TOU.
Your thoughts on this move would be much appreciated.
Thanks, Terry
5i Research Answer:
We would not view TVE as a SELL today. That being said, we think TOU is a better company overall, but it is gas focused, so fairly different. It is also 10X as large as TVE. If an investor only wanted to own one of the two, we would be fine switching, but overall we continue to like TVE and the stock is doing well.