Today, Veronika Hirsch commented about whether DSG-T, BIP.UN-T, CMG-T, AGT-T, FNV-T, POU-T, ENB-T, NPI-T, CNQ-T, CCO-T, BYD-T, SLF-T, NFI-T, LUN-T, FRII-T, MG-T, CVE-T, XGD-T, MAXR-T, AW-T, PWF-T, DOL-T, TV-T, CM-T, SVI-T, QSR-T are stocks to buy or sell.
Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)
This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)
(Market Call Minute.)