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  5. BYD: Good Morning Would you sell a half or full position of BYD to buy a half or full position in CLS? [Boyd Group Services Inc.]
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Investment Q&A

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Q: Good Morning
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel
Asked by Marcel on July 29, 2025
5i Research Answer:

If growth is the main objective, yes, we would be comfortable with this. Depending on risk tolerance we would be OK with a full swap. We remain generally comfortable with BYD but CLS does look 'better' right now in many aspects. 

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