Q: Last question on these two companies as late December, and I am interested if your take has changed. I just sold CAT, and am looking at repositioning into one of the maintainers of its equipment; largely to get out of the $US and potential risks to CAT of Trump policies.
What is your take on these 2 companies and which would come out ahead for an investment now?
What is your take on these 2 companies and which would come out ahead for an investment now?
5i Research Answer:
FTT currently has better momentum, and is cheaper. It also has a higher yield. We think TIH is fine, but FTT looks better today.