Q: Would you be comfortable adding after latest earnings release ?
Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?
Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?
5i Research Answer:
We would be comfortable with either, but would today lean slightly to LMN, being a bit smaller and slightly underperforming TOI so having potentially more go-forward upside.