Q: is this an opportunity to add on weakness or is it a HOLD?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: Hi - you have often commented that you see BN as a better growth stock than BAM, and yet BN doesn't seem to be yielding a lot more growth.... How long do you think until it truly overshadows BAM?
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: Do you have data on their current sector allocations? I have tried text searching and reviewing the Q&As for the past many months but cannot find anything. I also have positions in BEP, BIP and BIPC but I believe they are more narrowly focused on their sectors from what I read.
Q: Need to raise some USD. Do you think city group will still appreciate or should i sell part or all now. Same goes for TD.
Q: Read u latest comments on SLF.How did it do in Asia?Do u think that MFC will continue its strong performance in Asia in the forthcominq Q on Feb 19. Is it buyable and a good entry price?.Thanks for u usual great services & views
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Royal Bank of Canada (RY $199.63)
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Toronto-Dominion Bank (The) (TD $106.32)
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Canadian Imperial Bank Of Commerce (CM $109.59)
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National Bank of Canada (NA $149.45)
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Bank Of Montreal (BMO $126.31)
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Bank of Nova Scotia (The) (BNS $63.38)
Q: What's your view on the idea of opening up Canadian Banking to more competition and the effect it will have on their share prices. Will they still be a 'go to' for Canadian investors or do you anticipate a sharp decline? Great service, thanks.
Q: What do you make of the pullback in IFC? Just part of a general market pullback, thus would look at this as a definite buy level in and around $280...or was there something post earnings that should be of concern?
Q: Hi Gang
What is your take on POW
Thanks Mike B
What is your take on POW
Thanks Mike B
Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry
Thank You,
Barry
Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Q: What are your thoughts on STRK?
Q: How does 5i feel about the North America large financials for the balance of this year? Buy, sell, or hold?
Thanks for all the good insights.
Ken
Thanks for all the good insights.
Ken
Q: I am interested in adding to my position here. Reasoning is - last two quarters show improvements, interest rates are lower and possibly will drop more, insiders purchasing shares. Your thoughts would be appreciated.
Q: You have spoken highly of OLY in the past. Is it a domestic story and would tarrifs have any impact on their business ? Would you have any concerns about increasing exposure before they report on 24 Feb ? Lastly, is the high dividend well covered ? Thank you.
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: If Mark Carney becomes the next PM of Canada, would you expect a bump in share price for BN or BAM (similar to how TSLA rose after Trump's election win)?
Q: So Bill Ackman has a chunk of Brookfield Corp. shares. What percentage does he own ? What do you think he is up to ? I imagine the “ founding fathers “ would circle the wagons to prevent too much mischief from occurring. Any scenarios as to what could happen. I own some shares and am doing well , thanks to your recommendation. Derek
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: Am I reading this right, so BN no longer owns the 76% of BAM's asset mgmt business? How much does BN still own of BAM the company?
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.
Q: Hi there
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Q: Could you please comment on Fairfax Financial Quarterly/FY earnings released today.
We own Intact Financial, but are looking to add another P&C Insurance Co. ( which also is in asset management business - we already have Brookfield Corp. }
Fairfax seems to be executing very well and stock performance supports this thesis.
Company is also buying back its stock, aggressively.
How do you assess and rate this Co. , on valuation, debt, risk and consistency of Growth over long period of time ?
Would you be comfortable to start a new position or add at current levels ?
Thank You
We own Intact Financial, but are looking to add another P&C Insurance Co. ( which also is in asset management business - we already have Brookfield Corp. }
Fairfax seems to be executing very well and stock performance supports this thesis.
Company is also buying back its stock, aggressively.
How do you assess and rate this Co. , on valuation, debt, risk and consistency of Growth over long period of time ?
Would you be comfortable to start a new position or add at current levels ?
Thank You