Q: I have earmarked about 2% of my portfolio to invest in a new position, and I am primarily seeking growth for this particular investment. I am looking at NBIS, PNG and ZDC as candidates. My portfolio is fairly diversified, so for the purpose of this query, sector exposure need not be a metric upon which these companies should be compared. I have read the recent posts in the question forum on each company, and comments on each one have been favourable. Could you provide a ranking of these companies, and if one needed to be chosen, which one would it be? As always, I appreciate the insight you provide: thanks so much, and I look forward to your response.
5i Research Answer:
We would be be comfortable with any of these, and today would rank: NBIS, ZDC, PNG.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NBIS.