Second stock in the clip; he and his family also own it personally. GLTA
https://www.bnnbloomberg.ca/video/greg-newman-s-past-picks~2747015
PAST TOP PICK
Brookfield Infrastructure Partners(BIP.UN-T)
16/08/2023
(A Top Pick Jul 28/22, Down 12%)
Higher interest rates plus some M&A deals, so a bit of shuffling to fund assets. Still modelling reasonable growth of 8%, with 12x price to AFFO, decent dividend. Not an "if" thesis, but "when". Nothing wrong with the thesis.
Energy Infrastructure, Industrials & Utilities
Greg Newman
$43.460
Owned