Q: I hold both of these industrials. EIF has done much better during my hold period plus I get a decent and seemingly secure dividend. CAE is one company that should get tailwinds from increased defence spending, sometime. I'm thinking of selling CAE and increasing EIF. No tax issues. Your thoughts, please?
Many thanks and BTW, I feel like 5i is a reliable source of information and guidance with your subscribers best interests up front
. Keep up the great work.
al
Many thanks and BTW, I feel like 5i is a reliable source of information and guidance with your subscribers best interests up front
. Keep up the great work.
al
5i Research Answer:
Thank you for the comments;
We see EIF as the more 'reliable' stock and the company also just raised its dividend. We think CAE is 'OK' but it always seems to be a 'next year' story. We would be OK with a switch.