Comparison In a long term growth portfolio, would you own both BAM.A and WSP? Is there any overlap? What percentage of their revenue is international?
In 2021 only about 10% of BAM's revenue came from Canada. WSP has 16% in Canada. We would not see much overlap at all here. While BAM owns some infrastructure projects, WSP is a designer/contractor and does not typically take ownership of any of its projects. We would be very comfortable owning both. (5iResearch)