Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: I was under impression from your answers on BN and BAM that BN would outperform BAM in share price since BAM pays a dividend. Looking at both stocks the opposite is happening. BAM is outperforming BN and even more so when the div is included. Could you confirm? If my observation is correct could you explain how this is happening? Again, if i am correct and BN was your holding, would you switch to BAM? At this point i am not looking for a div so i would be fine with dripping. Is there a possibility of this trend reversing? I guess i could own both. what would be the split ratio that would reflect the relationship between BN and BAM that you would suggest?

Q: What’s your opinion of BAM’s result of Q1FY25 published this morning? What’s your opinion of the outlook? How can they invest, build and grow the business when, as I understand it, BAM’s strategy is to return most of the FFO generated to shareholders?