Today, Bryden Teich commented about whether ONEX-T, VET-T, SPB-T, GOOS-T, ARX-T, WBA-Q, MO-N, ATRL-T, CNR-T, ENB-T, BBU.UN-T, ATD.B-T, PXT-T, CJR.B-T, NKE-N, PACW-Q, TD-T, V-N, BBU.UN-T, BAM.A-T are stocks to buy or sell.
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have built out their infrastructure. BAM.A-T is a great company and most people should be owning it.
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have built out their infrastructure.
With the differential in Calgary these guys performed well due to South American assets. They don't have the same pipeline issues. The concern is where their future growth is going to come from. You can get better value in Canadian names that have been beat up.