Q: Hi Peter,
Portfolio clean up time. Considering whether to sell MSI (Morneau Shepell), what do you think about its outlook?
If sell, would like to stay within the indistrial/services. From your top idea, I would consider switching into one of STN, WPK or BYD.UN. Would you sell MSI and buy one of these at the current price levels? if so, which one would be the most attractive swap right now?
Portfolio clean up time. Considering whether to sell MSI (Morneau Shepell), what do you think about its outlook?
If sell, would like to stay within the indistrial/services. From your top idea, I would consider switching into one of STN, WPK or BYD.UN. Would you sell MSI and buy one of these at the current price levels? if so, which one would be the most attractive swap right now?