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  5. BN: Hi 5i, and always appreciate getting independent opinion. [Brookfield Corporation Class A Limited Voting Shares]

Investment Q&A

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Q: Hi 5i, and always appreciate getting independent opinion.

My understanding is BN is a large 135B market cap company with about 100B revenue. I also understand they have about 100B line of credit to use on acquisitions/funding of large scale infrastructure - (which they have a history of doing well).

I like to buy cheap and wait. Its always easier to destroy than create/build, and considering Ukraine and Middle East infrastructure devastation not to mention new technology builds related directly and indirectly to AI, I can't help but believe the future is very bright for BN business long term.

I want to take advantage of the current weakness, but Brookfield is already 8% overall. Mostly BN, but some BIPC, and BAM. I'm looking for overall return long term.

My question - if it were you, would you consider allowing BN to represent a higher % of your portfolio because of its size and diversification of business? or would you have a hard stop on size of any single equity regardless of its apparent merits.

Thanks a ton!

Glenn
Asked by Glenn on March 13, 2026
5i Research Answer:
Weightings are personal, but WE would be fine with BN as a very large weighting. The stock is...
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