Q: Hello, I know 5i like both companies but if only one could be purchased which one would be best going out 3 years. CSU has lost some momentum in the last year and CLS seems to be chugging along nicely. Thank you
5i Research Answer:
CLS likely wins in the short term, as it is riding the AI-momentum wave, whereas investors are concerned about AI negatively impacting CSU. If AI remains a theme, CLS will likely keep outperforming. CSU is larger, and probably safer overall. But considering the short time frame noted in the question we would side with CLS today.