Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Varun Anand commented about whether WCN-T, CLNX-SM, PIF-T, BEP.UN-T, AQN-T, EMA-T, CJT-T, CP-T, XBC-T, BLDP-T, BLX-T, NPI-T, ENB-T, TWM-T, FER-SM, QTS-N, SWCH-N, WSP-T, ATRL-T, FTS-T, PPL-T, IPL-T, CP-T, KSU-N, BAM-N, BIP.UN-T, BCE-T, INE-T, RNW-T, UNH-N, EBAY-Q, CIX-T, V-N, VFF-Q are stocks to buy or sell.
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Premium contentPremium contentPremium contentPremium contentPremium contentAs an infrastructure play. Likes it, but his preferred way to play cell tower space is through cell tower companies like American Tower or SBAC. There's more leverage and the business is more stable.
BIP.UN vs. BAM Strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you want more diversity, BAM gives you that. Having both in your portfolio gives you full exposure to the infrastructure asset class.
BAM vs. BIP.UN BIP.UN just reported strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you want more diversity, BAM gives you that. Having both in your portfolio gives you full exposure to the infrastructure asset class.
A class 1 rail in the US, but on the smaller side. On the quality of the assets, prefers Union Pacific or CSX in the US. If this is a long-term hold, a good place to be. Strong name, irreplaceable asset. Cyclical. Yet CP is his #1 choice in North America.
