Q: I have about a 6-7% position in each of bep.un, bip.un and BN. I am thinking of adding a bit of BAM (eg.3%) But i am wondering if adding bam would duplicate too much of the components of the other three. Would Bam add much to my portfolio is there too much duplication?

Q: Good afternoon,

My question relates to the above three stocks that are currently held in my US$ Non Registered Account but that could easily be held in my CDN$ Non Registered Account.

Q1. What are you thoughts on the direction of the US$ value vis a vis the CDN$ value in the short and medium term given the current Tariff situation and president Trump's strong and consistent pressure on the Chairman of the Federal Reserve to immediately lower interest rates by a substantial rate?

Q2. If our view is that the CDN$ may well increase in value when compared to the US$, does it make sense to journal these three stocks from a US$ Non Registered account to a CDN$ Non Registered account?

Thank you and I'll await your sage advice.

Q: Good afternoon - I have several Brookfield positions. My BN and BAM positions have more than doubled. My BEPC and BIPC positions have done well but nowhere close to a double. I do get higher dividends in BEPC and BIPC but BAM pays almost 3% at current prices. I'm thinking of selling BEPC and BIPC and putting the proceeds into BAM. The tax consequences are manageable. Your thoughts, please.