Q: Hi 5i,
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks
5i Research Answer:
We like all three; we have been favouring LMN as it is much smaller, and thus has leverage to acquisitions. Revenue rose 99% in the last quarter (4% organic) and with the size of CSU we can't expect that type of growth. TOI may be restrained a bit by a European recession. CSU is the safer choice overall, but LMN may see more growth potential.