- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish
5i Research Answer:
We could go either way but would side with TVK on momentum and the fact that Trump policies may be more favourable towards its energy sector clients.