Q: If you had to pick between Decisive & Diversified, which one would you pick and why? Or does holding both make sense?
5i Research Answer:
DE pays a yield of 7.1% and DIV pays a yield of 8.1%. Both are fairly small names ($75M and $309M market caps, respectively), but DE has demonstrated better capital appreciation overall. We like the growth profile and better valuation of DE over DIV, and while we would be comfortable holding both names, we would prefer DE today.