Q: For a 3-5 year hold, which of Lumine or Celestica has the most potential?? Or would it be most prudent to invest in both??
5i Research Answer:
We think both would be the way to go. CLS has better momentum and might do well in the short term because of its AI-connected clients. LMN is more of a slow and steady growth-by-acquisition story that we think can still work out very well over the next 10+ years.