Q: For a Tfsa investment which of Atd or Lmn do you think would provide the best investment over the next 5 years?
5i Research Answer:
'Probably' LMN, in that it is smaller and because valuation has changed so much. Software has higher margins. We think ATD is certainly 'safer' and LMN needs a sentiment change to really do well, but if growth potential is the only criteria we would still side with LMN today.