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WSP Global Inc. (WSP)
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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Stantec Inc (STN)
Q: Could you comment on STN.TO vs WSP.TO
Also wondering if ZUH.TO is still a hold. I am up nicely, but it has not done much in the last year and wonder if there is more up potential here or maybe somewhere else?
Thank you
Also wondering if ZUH.TO is still a hold. I am up nicely, but it has not done much in the last year and wonder if there is more up potential here or maybe somewhere else?
Thank you
5i Research Answer:
Healthcare has not done a whole lot over the last year or so but it is a diversifier in a portolio and offers some stability with potential for growth.
We like both STN and WSP and they should continue to benefit from trends toward reshoring/onshoring. Fundamentally, the two companies are fairly similar. We lean a bit toward WSP for what has been a higher and a bit more aggressive growth profile