Q: Hi 5i!
Respecting these are in different sectors, if you could only buy one for growth for a 3-5 year hold which would it be? Why? (I’m ok with the risk associated with a high growth name as long as the fundamentals are compelling)
A million thanks!
Respecting these are in different sectors, if you could only buy one for growth for a 3-5 year hold which would it be? Why? (I’m ok with the risk associated with a high growth name as long as the fundamentals are compelling)
A million thanks!
5i Research Answer:
It is tough to make a call on this as we like all of them, which we think are trading at a good valuations with solid prospects. That said, if we HAVE TO choose, we think DCBO could have the most upside potential if the company can maintain its growth rate and the profitability profile improves. On the other hand, we think TVK offers a balance between upside potential and downside protection.