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5i Report

Review of Pason Systems Inc.

JAN 28, 2021 - Shares are expensive today, but we think long-term shareholders will benefit when drilling activity is back to normal levels. All considered, a continued rating of B- appears to be warranted.

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Q: I hold the above in my income portfolio. With the exception of psi they are half positions. psi has diminished to well under a half position. I have enough new money to top 4 or 5 up to full positions. Which of the above (if any) would you suggest deserve a full 5% weighting? I am of course willing to move in a new direction if that were your advice. I currently hold 24 positions in this account.

Read Answer Asked by Rod on April 22, 2021
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