Q: Hi Peter,
I was waiting for a correction in quality REIT names as Dundee (D.UN), Brookfield Infrastructure (BIP.UN) and Brookfield Renewable. It looks like their correction is over. Would you step in at this point. Do you still like REIT sector. For 40% of my portfolio including Alaris.
Any opinion, by any chance, on Beutel Goodman LT Bond fund for another 40% of portfolio in current environment.
Thank you,
Mike
I was waiting for a correction in quality REIT names as Dundee (D.UN), Brookfield Infrastructure (BIP.UN) and Brookfield Renewable. It looks like their correction is over. Would you step in at this point. Do you still like REIT sector. For 40% of my portfolio including Alaris.
Any opinion, by any chance, on Beutel Goodman LT Bond fund for another 40% of portfolio in current environment.
Thank you,
Mike