Q: I need to increase my weight in the consumer cyclical so I am looking at QSR and AW.UN. Would you buy both or only one? If only one is to be bought which one would you prefer?
Thanks
Thanks
5i Research Answer:
We would be comfortable with either, but if only one we would side with the much much larger and more diversified (i.e. safer) QSR. The stock is doing well and new executives have kick-started a faster potential growth profile.