Q: I would like your opinion. Since the market cap is similar which of these 2 companies(CPG, WCP) would you add to a portfolio and why. Thanks
5i Research Answer:
We would prefer WCP; CPG has improved, but has a long history of making acquisitions that are ill-timed, and diluting shareholders at the same time as adding debt. It does look better than before, but the history gives WCP the edge for us.