Q: I hold PBH (0.8% position) and COST (1.5%), and I realize that consolidating them is prudent. COST has been a very solid performer over time, but PBH has been performing quite well recently, after a couple of years where the share price was on a downward trajectory.
I understand each company has its attributes: with a time horizon of five years, in terms of share price appreciation, which is poised for better growth?
I understand each company has its attributes: with a time horizon of five years, in terms of share price appreciation, which is poised for better growth?
5i Research Answer:
It is a difficult choice. PBH is smaller, much cheaper, with a much higher dividend, and higher...