Hi BH, Sorry that it has taken this long to respond. There's been so little activity on this board that I rarely check it. I still like both of these businesses from a long term perspective. Neither are screaming buys at this point but there has been more good news coming from HHC lately, so I'd probably lean in that direction. Full disclosure, that's also the way that my personal portfolio is leaning. Regarding BAM, I haven't done much work on the company, but I have followed BIP closely for awhile and I really respect Brookfield's disciplined approach to investing. Best, Jeremy
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