Today, Joshua Varghese commented about whether EQIX, BX, SVI.TO, CRT.UN.TO, CHP.UN.TO, RIT.TO, PSA, ERE.UN.TO, PLD, CSH.UN.TO, AP.UN.TO, CAR.UN.TO, MI.UN.TO, IIP.UN.TO are stocks to buy or sell.
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)
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.