Q: Ignoring factors at the portfolio level, would you be buyers of any of these at current prices and taking into account your macro outlook.
5i Research Answer:
We would be fine owning any/all of these. FTT is quite cheap right now, but overall TIH we think has the most potential over the next couple of years. SJ is fine in our view, but has ramped up quite strongly this year and might consolidate gains a bit.