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Brookfield Corporation Class A Limited Voting Shares (BN $53.60)
- $53.60 P/E (TTM): 77.5X Cap: $120.35B
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TransAlta Corporation (TA $17.06)
- $17.06 Cap: $5.06B
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Brookfield Corporation Class A Limited Voting Shares (BN $53.60)
- $53.60 P/E (TTM): 77.5X Cap: $120.35B
- View BN Profile
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Q: Is this a good time for Brookfield to takeover TA?
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Canadian Natural Resources Limited (CNQ $66.74)
- $66.74 P/E (TTM): 20.98X Cap: $139.21B
- View CNQ Profile
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Brookfield Corporation Class A Limited Voting Shares (BN $53.60)
- $53.60 P/E (TTM): 77.5X Cap: $120.35B
- View BN Profile
- View Questions on BN
Q: Good morning and thank you for your amazing insights these days .
Question regarding CNQ and BN. Two completely different sectors, but given the appreciation in CNQ in recent weeks, and the corresponding pressure in BN, I have been slowly taking some CNQ off and moving more into BN. Both are core holdings for me, but your conviction with BN is impressive and I just think it is foolish to not take small gains off the table and move more to BN on the view that this too shall pass - for both companies.
Crazy or a fair approach so long as measured?
Question regarding CNQ and BN. Two completely different sectors, but given the appreciation in CNQ in recent weeks, and the corresponding pressure in BN, I have been slowly taking some CNQ off and moving more into BN. Both are core holdings for me, but your conviction with BN is impressive and I just think it is foolish to not take small gains off the table and move more to BN on the view that this too shall pass - for both companies.
Crazy or a fair approach so long as measured?
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Brookfield Corporation Class A Limited Voting Shares (BN $53.60)
- $53.60 P/E (TTM): 77.5X Cap: $120.35B
- View BN Profile
- View Questions on BN
Q: Where do you see support for Brookfield Corp.?It has been incredibly weak …For a normal weighted position would you be a buyer or seller here?
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