Q: Hi there - if you were entering into a single stock competition with just one stock to hold for the next 5 to 10 years, which would it be? One for Canada and one for the US, as a "Finals" and then between the two - which would be the single best stock as your selection? Thanks!
5i Research Answer:
We think NVDA makes sense on the US side. It has clear long-term growth tailwinds and the valuation continues to look reasonable.
On the Canadian side, we might side with BN. It has a reasonable valuation and growth and offers stability and we think it is well positioned with a longer-term outlook.
Pitting the two against eachother, we would then side with NVDA.