Q: Good morning, I own a half share of WSP and sm thinking to either add another quarter share, or to initiate a quarter share in STN (new position). Given their overlap and current valuations, and looking ahead to five plus years, which one would you think makes the most sense in your opinion?
Thank you.
Thank you.
5i Research Answer:
We like both, a lot, and would be largely indifferent. That being said, we think diversification...