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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Is this a good long term hold ? I am watching stocks like NVDA and SMCI appreciate while this LTBH stock moves like a snail. Would it be worth it to sell BN and put it into the AI sector or is this still likely going to be a buy and hold forever stock like so many say it is?
5i Research Answer:
They are too different to compare. But we wouldn't complain much about BN with a 25% one-year return, not including its spin outs nor dividend. It has created huge shareholder value over decades. We would certainly consider it a buy and forget stock.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA, SMCI.