Brookfield Asset Management is in a sweet spot because it offers investors the rare opportunity to own real assets like commercial buildings, tolls and ports, says Brian Macauley, portfolio manager for the Hennessy Focus Fund. Macauley is also positive on shares of CarMax, saying the nation's largest used car seller has the opportunity to more than triple its market share and double its store count over time. Finally, he says American Tower shares will head even higher because the cell phone tower company is leveraged to growth in wireless data demand and 4G phone usage.

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