Investment Q&A

Q: hi, I feel "overbrookfielded" in my investments. I own BAM, BN, BEPC and BIPC. I'm thinking of selling BAM, and putting the proceeds into BIPC and BEPC ( my position in BN is large enough now ). my thinking is BAM has less potential for capital growth compared to BIPC/BEPC ( and the latter 2 also have a good dividend, like BAM ). I would keep BN for more growth focus. Does this sound reasonable to you ( overall my brookfield investments are about 2.5% of total ). cheers, chris

Q: Looking for the possible positive scenarios in investing in BNS.

If a series of events led to 10%+ inflation (i.e. countries lose the inflation battle), I'm assuming commodities would then become very attractive. Recognizing BNS's Latin America exposure (i.e. commodity producing nations) yet on the other hand also recognizing that persistent high inflation is not necessarily a good thing, would this be a scenario where BNS could become a better investment relative to the other Big 5 ?

Not sure if there are any other positive situations. Mind you their residential mortgage exposure is better than the others.

Q: I HAVE APPROX EQUAL $ AMOUNTS IN BOTH OF THESE COS.
IF I WAS TO SELL ONE WHICH ONE COULD IT BE AND WITH THE SALE PROCEEDS WHICH OTHER BROOKFIELD CO WOULD YOU CONSIDER TO BE THE BEST. THANK YOU.

Q: Hello Folks:
We are seniors 75 years old considering somewhat re-adjusting our portfolio to include a sizable stake in BERK. We realize BERK does not provide dividends, however contain a superior mix of quality American Companies likely to weather economic storms better than most. We currently own a sizable mix of bank stock and understand you consider BERK a financial stock. Would you think we would need reduce our bank investment weight if purchasing BERK, or are there other segments we should consider reducing?
We are certainly don't intend doing so, however would BERK be a realistic stock to comprise the majority of a senior's (75 yrs.) growth portfolio (not considering lack of regular dividend payments)?
Thank you so much for your terrific service!!!!!
brian

Q: Can you please explain why this company would have negative free cash flow? On their cash flow statement, they have large negative numbers under "change in Other Net Operating Assets". What does this refer to?

Thanks!

Q: Given the rather negative outlook for Canadian banks,would a position in Hmax for. 1 to 2 year hold for income and preservation of capital be advised? Thank you.

Q: Happily I do not hold either BNS or TD.

What I find very shareholder unfriendly is the bank setting aside $2 billion and $4 billion respectively for emplyee bonuses.

That is billion.

YTD BNS stock is down 8% and TD stock is down 6%.

Not sure why shareholders accept this type of expenditure.

If my math is right thats a $44,444 bonus for every one of TD's 90k employees and a $22,222 bonus for everyone of BNS worldwide employees.

Pretty excessive if you ask me, given their stock performance.


Sheldon

Q: Hi there,

Any thoughts on when DFN might resume its’ distribution?
If and when interest rates decline do you see a return to a higher price?

Thanks.

Q: What is your opinion on the prospects of Cenovus(CVE) and Ovintiv(OVV) over the next 5 and 10 years ? What are your thoughts on selling them (old stocks that could be sold for a tax loss) and replacing them, as a long-term hold, with some Brookfield stock (BN, BEP and/or BIP)? If you favor that, which Brookfield company would you recommend be given the greatest weight ? Or is it better to hold onto those oil and gas stocks for a while?

Q: For a long term hold (15 years) in a RESP, would you prefer ZEB or ZWB and provide reasons why. Also any other suggestions would be appreciated.

Q: I seem to recall one of the "Market Masters" saying the time to load up on Financials is after they have been crushed. I know you don't necessarily like the expression "load up" but if you wanted to increase your Cdn bank exposure are there one or two you think stand out as having the biggest bounce potential from here, or would you forget about trying to be right on one or two securities and just buy the ETF if you believe the whole sector might recover from these levels? Thanks for your thoughts.

Q: Hello,
Over the years I have fallen into the trap of buying BNS as many analysts have promoted as the most international bank, as as a result I have 7.5% position. However, I have now come to the realization that the countries that they do business ( mainly South and Latin America) are in most cases very poor countries with little or no growth and unstable Governments.. As well, the bank's CEO's poor performance. Therefore, As soon as I hear what the new CEO has to say in a couple of weeks, I will slowly exit the position . What are you thoughts in moving the funds to TD or NA or BMO?
Thanks
Carlo
Thanks
Carlo Rea

Q: Hi 5i Guys

I've owned BIP/BIPC for several years and done well with it. But with all the new Brookfield offerings and re-structuring I don't know if it's still best for me. Looking for both Dividends and Growth and sticking with Brookfield, should I stay with BIP/BIPC or is there a better stock to purchase in the Brookfield family?

Thanks Ken

Q: I'm not seeing any news to explain the volume spike at the close yesterday, you??

Q: Hi,

I am wondering what your thoughts are on CIX. Do you think the shares can get to $30.


Is BNS a buy at current levels?


Is it likely for interest rates to fall? If so, what would be some stock ideas to take advantage of a lower interest rate?

Thanks!

Q: Can you recommend an etf/fund that tracks the Canadian banks?

Q: In previous questions on BAM and BN 5i has generally shown a preference for BN for capital gains and BAM for income investors . In a question by Peter this morning 5i's answer showed a year to date return of 25% for BAM and 14% for BN {assuming that squiggly line in front of BN doesn't mean a loss } .... I realize the period is short but what is the historical return of each versus each other from inception of the newer security ? { And which one is the newer security and how long has it existed ? } ..... And if BN doesn't come out a clear winner please explain your thesis on income versus capital gains ?..... I am considering buying one of them in my RRIF ..... Thanks Garth

Q: Any reason(s) for the good increases for both especially BAM.Txs for U usual great services & views

Q: Quick turn around in this stock, from a Private Placement to potentially tripling the Bitcoin rewards in the purchase of new machines. Volume seems incredible. Normally 8M shares on NasDaq, today 46M. Normally 1.5M shares on TSX, today 6.5M. I assume when high volume and a positive day is almost always a good thing? Maybe a hedge fund or ETF building a position?

Q: what's your take on this company?
thanks