Q: Back in August, you mentioned that there is likely an opportunity cost in owning Badger. Given more recent results, with a greater move to the US and management delivering on everything they said they would, do you still believe this to be the case?
In an otherwise diversified portfolio, I currently have about 8% in industrials (WSP, NFI), and am looking for a third company to boost the allocation, with a mix of some dividend and growth. Do you think BAD would be a reasonable addition? I have also been considering MDA.
Thank you.
Alan
In an otherwise diversified portfolio, I currently have about 8% in industrials (WSP, NFI), and am looking for a third company to boost the allocation, with a mix of some dividend and growth. Do you think BAD would be a reasonable addition? I have also been considering MDA.
Thank you.
Alan