Q: Hi Peter and team,
I'm considering adding to either CSU or ESL which are current holdings or purchasing GIB.A as a new holding. All things being equal in terms of portfolio allocation, which would you recommend, or is there another name you see as a better purchase in the technology space at this time.
Thanks
I'm considering adding to either CSU or ESL which are current holdings or purchasing GIB.A as a new holding. All things being equal in terms of portfolio allocation, which would you recommend, or is there another name you see as a better purchase in the technology space at this time.
Thanks