WEAK BUY

Like Choice REIT is to Loblaw, CRT is to Canadian Tire. The 6% dividend is safe, based on a safe payout ratio. If interest rates stay pat, these shares won't move much, but if rates fall, CRT will do well.

TOP PICK

Demand endures and it's a low capex business. It trades at only a 5.5% cap rate and 3-4% net operating income growth, down from double-digit but seems to be troughing. Will benefit from lower interest rates as more people move homes and need storage space.

(Analysts’ price target is $5.78)
TOP PICK

Allocations to alternative assets will only increase; they've increased 12.5x over the last 10 years (vs. 4x for regular assets), from $25 trillion today to $65 trillion by 2032. They invest big capital in areas like infrastructure and private credit. Not cheap, but worth it.

(Analysts’ price target is $140.73)
TOP PICK

Trades at 25x free cash flow. A landlord to the digital world, housing data centres, and are the biggest public company in the world doing this. Companies and their vendors can all be connected via Equinix ("interconnection"), which benefits all.

(Analysts’ price target is $928.46)
TOP PICK

Trades at 25x free cash flow. A landlord to the digital world, housing data centres, and are the biggest public company in the world doing this. Companies and their vendors can all be connected via Equinix ("interconnection"), which benefits all.

(Analysts’ price target is $928.46)