Today, Brett Girard, CPA, CA, CFA commented about whether NZYMB-CPH, BCPC-Q, ATD.B-T, DKNG-Q, UL-N, VEEV-N, TDOC-N, BAM-N, BEP.UN-T, WMT-N, ATRI-Q, ITRK-LON, DHR-N, TD-T, CB-N, F-N, TCEHY-OTC, OTIS-N, AOS-N, RAVN-Q are stocks to buy or sell.
(A Top Pick Oct 28/19, Up 54%) Covid is impacting them. They bought GE pharma division, and the timing couldn't be better. Grown dividend by 28% over the last 5 years, paying down debt.
Recent retail sales data in the US shows that about 40% is concentrated in the 4 names of Walmart, Home Depot, Lowe's, and Target. Going forward, this is a play on the US GDP. If you believe the economy will chug along at a decent rate, this is the one to buy. If not, then look at one of the niche e-retailers.
BEP.UN vs. BAM They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.