Q: Hi guys I hold all 3 of these stocks, and have for quite a while - RCH, ADEN, and RUS. I am looking 5 years out and thinking I might sell the RCH and ADEN holdings and buy more of RUS. This would still leave my RUS holdings at below 4%. Your thoughts which one of these companies do you think would be teh best bet 5 years out?
Much thanks
Stuart
Much thanks
Stuart
5i Research Answer:
Given the relative size of RUS, its decent valuation, relative performance, and solid operating margins, we would be OK with this switch. We believe RUS can perform the best on a total return basis over the long term, but there is a possibility that RCH may recover and perform decently as well. Still, we feel RUS looks the most attractive today.