ComparisonI want to increase my position in these companies: CGI Inc, Trisura Group and Emera. Please give your order for doing so along with some reasons. Given the three names, we would be more inclined to add in this order (from most to least):
GIB.A (balanced between upside potential and downside protection). Good margins; big backlog.
TSU (small insurance company with track record of decent profitability and growth). The sector is doing well and there is good upside potential.
EMA (we would not be too eager to add here given the capital intensity and leverage profile, and we think the other two have much better prospects). (5iResearch)