Q: What is your preference going forward with these 2 stocks. Can you also give your reasons. I appreciate your insights.
Thanks Stephen
Thanks Stephen
5i Research Answer:
We like both, but would prefer LMN today for two main reasons. One, TOI remains focused on Europe, which is likely to experience slower economic growth, generally, in the next 24 months. Two, LMN is much smaller, giving it more leverage to its acquisition strategy (i.e a sizeable deal could boost earnings more).