Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?
5i Research Answer:
This is very much a 'growth vs value' decision, with GSY very cheap at 9X earnings with a nice dividend, and TOI not cheap at all at 100X earnings and no dividend. TOI has outperformed GSY this year (47% to 18%). We like TOI quite a lot, but considering valuation we would side with GSY today.