Today, Andrew Pyle commented about whether L-T, BMO-T, BIP.UN-T, BPY.UN-T, ICLN-Q, ZQQ-T, CTC-T, T-T, TECK.B-T, BAM.A-T, BPY.UN-T, UPS-N, FDX-N, DOL-T, XHC-T, TSGI-T, OTEX-T, REI.UN-T, MFC-T, CAR.UN-T, SIA-T, SRU.UN-T, MX-T, ATRL-T are stocks to buy or sell.
It is not one of his favourites. SRU.UN-T would be a preference.
BAM.A-T is a backstop for BPY.UN-T. None knows how safe the dividends are because no one knows what our COVID recovery looks like. He is concerned that when we get out of this, he thinks many people will work at home so he believes the demand projections from before the pandemic will not be the case afterwards. He prefers the infrastructure space with Brookfield.