Q: Could you please provide your analysis of Caterplillar. Do you like it and believe that this stock can continue to outperform the broader market after a huge run in 2025, being the Best stock in DOW ?
We already own Finning International, having taken a 4% position, just before recent quarterly results.
Could you contrast the two companies from stability/growth/valuation perspective ?
Does it make sense to own both and if so, what would be a reasonable combined weighting for a Balanced like portfolio ?
Thank You
We already own Finning International, having taken a 4% position, just before recent quarterly results.
Could you contrast the two companies from stability/growth/valuation perspective ?
Does it make sense to own both and if so, what would be a reasonable combined weighting for a Balanced like portfolio ?
Thank You
5i Research Answer:
Both companies are mid-single digit top-line growers. While the companies face some similar...