Q: Hi There,
I’m considering starting a new position in PRL or TVK. Of the two, which do you feel is the most compelling buy in the current environment for long term growth?
Thank you,
I’m considering starting a new position in PRL or TVK. Of the two, which do you feel is the most compelling buy in the current environment for long term growth?
Thank you,
5i Research Answer:
We like both, but TVK is much larger, with better momentum, and 'likely' a bit less cyclical. PRL is also heavily regulated and highly sensistive to interest rates.