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TFI International Inc. (TFII $125.39)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
Q: Good Morning
I would like to consolidate my positions in HPS.A and TFII
Option 1 sell TFII and add to HPS.A
Option 2 sell HPS.A and add to TFII
My choice is option 1
What would be your recommendation
Thks for all you do
Marcel
I would like to consolidate my positions in HPS.A and TFII
Option 1 sell TFII and add to HPS.A
Option 2 sell HPS.A and add to TFII
My choice is option 1
What would be your recommendation
Thks for all you do
Marcel
5i Research Answer:
They are very different and HPS.A is significantly smaller. While we like HPS.A, considering its size risk and the bounce potential of TFII in a recovery, we would side with Option 2 here.