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Construction Partners Inc. (ROAD)
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IES Holdings Inc. (IESC)
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Applovin Corporation (APP)
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South Bow Corporation (SOBO)
Q: I have the above stocks on my watchlist. They are all coming into the range that you have suggested in the past. Do you think they are buyable at current prices, APP for medium term, the others medium to long term (SOBO long term) which order would you add, and what percentage of the portfolio would you be comfortable with as a starting position? Thanks!
5i Research Answer:
We would see all as buyable, in this order: ROAD, SOBO, APP, IESC. We might suggest APP longer term due to its volatility. We cannot comment on personal weightings, but WE would see 2% for the US names and 3% for SOBO as about right for us.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ROAD, APP.