Another RecommendationSecond stock in the clip. GLTA
https://www.bnnbloomberg.ca/video/james-telfser-s-past-picks~2756563
Brookfield Infrastructure (BIP NYSE)
- Then: US$36.72
- Now: US$32.32
- Return: -12%
- Total Return: -8%
PAST TOP PICK
Brookfield Infrastructure LP(BIP-N)
30/08/2023
(A Top Pick Oct 05/22, Down 8%)
Loves the infrastructure space, long-lived assets. Recycles capital extremely well, particularly into data centres. Still one of the largest positions in his US dividend portfolio. Higher rates have impacted the multiple, so a good time to buy. He's adding.
Mngmnt / Diversified
James Telfser
US$31.905
Owned