Q: I am considering adding to cls and or goog . Which is the best for future appreciation would your position be to buy goog with the new Trump gov. And poss tariffs being a risk with cls ?
Doug
Doug
5i Research Answer:
The threat of tariffs really did not impact CLS, which has been hitting new highs on a regular basis. GOOG of course is much larger, and the break up discussion may fade a bit under Trump. We like both, but would be more comfortable long term with GOOG. CLS may outperform in the short term but GOOG likely has more staying power.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in GOOG.