Today, Rick Stuchberry and Jeffrey F. Olin commented about whether CLDR-N, CLDR-N, CLDR-N, CLDR-N, CLDR-N, CLDR-N, ING-N, TCEHY-OTC, HOM.UN-T, HOM.UN-T, TCN-T, COLD-N, PRV.UN-T, NVU.UN-T, FCR-T, TCN-T, WIR.UN-T, PLZ.UN-T, MRG.UN-T, HR.UN-T, HHC-N, CAR.UN-T, COLD-N, SIA-T, AX.UN-T, BPY.UN-T, ERE.UN-T, MRC-T, IIP.UN-T, SOT.UN-T, CNQ-T, BB-T, TRP-T, ENB-T, C-N, BAC-N, WSP-T are stocks to buy or sell.
US/China Trade Agreement It looks like we have two armies who have sent down their white flags for the first battle. This is setting the stage for an upcoming phase of negotiations that will go on for a very long time. This is not over -- this may be the beginning of the end for all he knows. This is good, but now we go into phases 2, 3 or 4 of negotiations.
ENB vs TRP? He does not own any pipeline companies presently. He thinks the dividends of both are safe. He would likely favour buying ENB as they have had more of a retracement in share price. There are still regulatory approvals that are required and the investor space is not looking favorably in this market.
ENB vs TRP? He does not own any pipeline companies presently. He thinks the dividends of both are safe. He would likely favour buying ENB as they have had more of a retracement in share price. There are still regulatory approvals that are required and the investor space is not looking favorably in this market.
Loves this. They're in Ottawa, Montreal, and the GTA, benefiting from strong population growth. They buy undermanaged apartments, invest capital and fix them up. So, they can increase rents. They've done this for a long time. A darling that he's long owned. They're developing land with Brookfield around Burlington.
No question this is deep value. Their NAV is likely $27-28US (for the US BPY stock). But it'd been deep value for many years, and he doesn't see a catalyst to service that value. Some shareholders have lost patience. They're challenged because they own a lot of high-end malls. Some questioned them buying GGP Inc. last year. They have office buildings in New York and London, decent assets. Not great governance, a given Bermuda limited partnership. Buy BAM instead, which owns BPY. Nice dividend, but this is likely a value trap.