i dont mind BBI as a more income focused infrastructure holding...

i dont mind BBI as a more income focused infrastructure holding with CEU the growth option.

as for RCY, its probably too small when compared to CEU. There is also more construction risk in building tunnels as opposed to mostly plain roads.

at one point i did like TCL but couldnt see it growing much, MIG probably has better growth potential for toll roads.

Check out AEZ, its now on a 11% yield and mostly tax deferred.