BAM vs ARE? He likes BAM and it is a core holding. They are involved in infrastructure with great cash flowing assets. In a low interest rate environment it will continue to do well. ARE is benefiting from taking on fixed pay contracts, which he views as being a little more risky. He would favour BAM.

BAM vs ARE? He likes BAM and it is a core holding. They are involved in infrastructure with great cash flowing assets. In a low interest rate environment it will continue to do well. ARE is benefiting from taking on fixed pay contracts, which he views as being a little more risky. He would favour BAM.

This is a name he has held for a long time. It is a rubber compounding business and they are getting good contracts as a result of the pandemic. It is a non-recurring revenue, so it may be a bit expensive here. He would not chase it as the momentum may not be sustainable. Definitely worth a watch.

QQQ vs ZQQ? He thinks the Canadian dollar has over shot its real value here, so that factors into a Canadian hedged ETF. On an annual basis you should expect subdued growth for the next while. Having a decent weight in the NASDAQ makes sense.

QQQ vs ZQQ? He thinks the Canadian dollar has over shot its real value here, so that factors into a Canadian hedged ETF. On an annual basis you should expect subdued growth for the next while. Having a decent weight in the NASDAQ makes sense.

ENB vs TRP? He believes having one of these holdings is key to your portfolio. It is getting harder to put pipe in the ground, so existing assets are valuable. He owns ENB, due to the amount of oil they move and the pricing power they have with tolls.

ENB vs TRP? He believes having one of these holdings is key to your portfolio. It is getting harder to put pipe in the ground, so existing assets are valuable. He owns ENB, due to the amount of oil they move and the pricing power they have with tolls.