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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I have all these names in different on my accounts. I am looking for the best total return (capital gain and dividend).
I think BN represents the best total return opportunity in the next five year.
Is it wise to consolidate into BN now.
Your opinon please
Raouf
I think BN represents the best total return opportunity in the next five year.
Is it wise to consolidate into BN now.
Your opinon please
Raouf
5i Research Answer:
If an investor only wants 'one' of the group we would agree BN looks best, if one has a growth tilt and total return is the goal. The others are more skewed towards income but we still feel are attractive. It really depends on one's goals, but for a single choice we would choose BN, which also has indirect exposure to the others, anyway, through its share ownership.