Three Canadian stocks are among Credit Suisse’s top picks The research team at Credit Suisse outlined a list of top picks in global infrastructure stocks that includes a number of Canadian stocks,
“The Global Infrastructure Team’s recent report applied the Dividend Discount Model (DDM) framework to a cross section of regions and infrastructure sub-sectors. In a low interest rate environment, the Team focused on identifying opportunities within and between various infrastructure sub-sectors. In terms of the average required rate of return, Americas ports, APAC power generation, APAC utilities and Americas timberlands had the highest … value while power generation and toll roads had the highest average historical dividend growth rates.”
The accompanying list of top picks doesn’t include a lot of detail but includes domestic firms AltaGas Ltd., Northland Power Inc. and TranAlta Corp.
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-three-canadian-stocks-are-among-credit-suisses-top-picks-in-global/