Review of Trisura Group Ltd

Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?

Q: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.

Thank you

Q: I am going to add to at least one of my under weight companies. In what order would you add? Please provide a few notes as to why.
Thanks. ram