BUY
If you like it, he would buy into it now. As long as the valuation is not super expensive and you plan to hold it for a long time, then you can buy it. It is a well-run company that checks all the boxes. It is a well-run global business. The earnings were tremendous.
BUY

For a 5G play, he would bet on Apple because everyone will need to buy a new phone. American Tower is a 5G play, and they charge rent from telecomms for their towers and equipment. They can't lose in that opportunity. The company is also figuring out new ways to increase the rent base.

COMMENT

Investing in healthcare is hard. He holds BDX which he sees it as the shopping mall of healthcare products. He used to own ZBH but they suffered from recalls. He would probably stick to one of the three since he believes they are the best run companies in healthcare.

COMMENT

Investing in healthcare is hard. He holds BDX which he sees it as the shopping mall of healthcare products. He used to own ZBH but they suffered from recalls. He would probably stick to one of the three since he believes they are the best run companies in healthcare.

COMMENT

Investing in healthcare is hard. He holds BDX which he sees it as the shopping mall of healthcare products. He used to own ZBH but they suffered from recalls. He would probably stick to one of the three since he believes they are the best run companies in healthcare.

COMMENT
The dividend is terrific. Many other companies in the space have ways of raising dividends but Enbridge hasn't been covering its dividends for years. It looks like they are finally getting to cover their dividend. However, guidance was not optimistic.
BUY

ENGH is a very well-run company. They have more organic growth than Constellation Softwares.

DON'T BUY
The stock has not gone anywhere and you are only getting dividends. He would look elsewhere like CAPREIT that has better organic revenue.