Q: Which one of PNG,Vnp,Zdc do you think would provide the best return over the next 5 years?
5i Research Answer:
While we like all names, and would be comfortable with all three for a growth position, we would lean toward PNG and VNP for the next five years, mostly due to their relative size and somewhat lower valuations. Between VNP and PNG, we think PNG has a slightly better runway, which we feel gives it an edge over VNP.