Investment Q&A

Q: Thinking about buying BAM.A today before the record date for the spin off. Can you explain to me that how BN and BAM can continue to grow after the spin off? Would one be more growth orientated and the other be more dividend focused? Any advice or insight you could provide would be greatly appreciated to inform my decision.

Q: Your full comments on earnings and outlook please

Sheldon

Q: Good afternoon my 5i friends. I had a long career in commercial real estate. I'm looking at the core office vacancies and sublets in the CBDs of many big cities, including Toronto and Montreal. The vacancies will drag on with downward pressure on rents and I'm wondering about the fine gang at Brookfield. Do they have inordinate exposure to office space and are they susceptible to rent compression. I am less concerned about retail and I know Brookfield has plenty but the worst is behind us, surely. So, your thoughts on the Brookfield office holdings, please.

kindest regards

al

Q: Has Brookfield announced the dividend rate of the new asset management entity post-spin off? Thanks.

Q: Hi Peter,

Do you see any "Generational opportunity", or "Once in a decade opportunity" for a Long time Invester in today's market.

Q: I'm down 40% on AQN, and thinking of selling what would be a good replacement in the same sector and dividend yield.

Q: Thoughts on the quarter please?

Thx

Q: What normally happens, or what options are available, to a company that has a substantial issuer bid but isn't able to attract enough attention from shareholders to redeem the full amount of the bid?

Q: I'm a Loyal Holder of Savaria. Like the Company. Past month stock has risen 17%. Has there been any news of late? And what do you forecast for the Future. Thanks so much. Barry from Montréal

Q: Hi 5i, it looks like Brookfield has set thier spin-off date, does that mean one has to buy BAM.A shares before and/or the record date of December 2nd to receive the BAM shares.
Thx.

Q: Is it likely EGLX will go back up over a dollar with the January bounce.

Q: There is lots of good information in the answers to questions on ECN and it appears 5I knows the company well ..... My question is on management goals ..... They grew the company and then sold off a third of it ..... They didn't keep that money to re-invest they returned it to shareholders ..... And recently they sold off another chunk for $200 million but they kept that money in the coffers ...... How does 5I view their strategy ? It looks to me like growth is not a goal with them ..... It looks like once a business reaches a certain level sell it ...... Does management have a stated strategy ? Are they planning on buying more businesses or concentrating on organic growth ? ....... I just can't get my head around what their aims are .......

Q: Hi there!

If one does not currently own BAM.A, what is best:

1. Buy it before December 9 when the new Corp will start so you get some shares of the new Corp too
2. Wait until after 9 December and just buy shares of the new Corp? Is it expected that the BAM.A and/or new shares will see strong performance after this date?

Thank you!

Q: Hello Peter,
I own all three. After the spinoff, I will have Brookfield Corp (that will own parts of all three, BEP, BIP, and BAM) and BAM (the asset manager). In this scenario, will BAM be direct competitor to Blackstone? Also, how is the spinoff different from the Trisura one? Lastly, the performance of BEP has not been that great so should i move on or just stick with all four for long term hold? Thanks very much

Q: Hello Peter,

The stock has dropped close to 10% since the explosion and death of 2 persons at their facility 2 weeks ago. Do you think the liability from the accident has a material impact on their eps for the near future?
Regards
Rajiv

Q: Why did this go up so much today? Any news on the company?

Q: What would be your top five income and growth investments for an rrsp

Q: Hello 5i,
May we have your take on ATD’s earnings?

Many thanks,

Q: How would you guys rate the above tech companies going out 3 years, I want to do some rebalancing by selling some shares of the weakest and putting the proceeds into the strongest. Thank you

Q: Appreciate the updated report on this stock I've held for a long time on your recommendations.

I was struck at how different the gross profit and net profit margins were (62.25% : -0.46%) as stated in your latest report.

Has KXS addressed how they intend to improve their net profit margin?

Thx,

Cam