Q: For a 5 year plus hold, could you please compare WELL and LMN. Which one would you recommend?
5i Research Answer:
We like both names, but we like LMN's relatively larger size compared to WELL as well as its higher consistency in profitability. WELL, operating in the healthcare space, will likely see slower growth than LMN, and we also like that LMN came from a highly skilled and disciplined management team from CSU. While we like both names, we would give LMN the edge today.