- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
3 questions plse take 3 credits
1. I purchased AW.UN at around 44$ a couple of years ago and since then it has now slid to 30$ what will it take for it to regain some value back up to around 44$?
2. BIP.UN looked like it was recovering but now has slipped back into the high 30$ any particular reason for the fall back?
3. Currently own GOOG which cant seem to get any traction but wondering for a long term hold would AMZN be a better buy for long term growth? Which would you buy if only one can be held?
Thks
Marcel
1) Lower rates should help, and a return to faster same store growth. We think it still looks attractive for income. 2) We see no reason here. Jeffries started coverage of the stock yesterday. 3) GOOG is getting hit with worries over its AI offering, with some mistakes made in its coding. It is significantly cheaper than AMZN, but AMZN will likely show better growth in the short term. We would still prefer GOOG but think both can be owned.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in AMZN, GOOG.