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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.

Q: Hello,
I wish to bring up some percentage allocation in one or two of the above companies from the balanced portfolio and was wondering how you would rate them for (1) growth and (2) safety over next, say three years. Thanks for your great service!
Read Answer Asked by jeff on June 30, 2021
Q: BAM is scheduled to distribute shares of BAMR to existing shareholders via a dividend in the coming days. They indicated that it will have the same economic value as owing shares in BAM. By same economic value do they mean div yield will be same for both?

If BAMR is in the reinsurance business wont the yield/performance dictated by its performance on a standalone basis?

I do own BAM shares in my RRSP , I find their spinoffs, re-orgs always confusing. I would like to add shares of BAMR only if it a standalone business and hopefully achieves similar success as previous spinoffs ( including Trisura).

Thank you
Read Answer Asked by Mario on June 28, 2021
Q: I have read the questions and answers regarding the spin off by Brookfield Asset Management, of the reinsurance business but I remain confused. Their press release calls the new shares "exchangeable". What will they be exchangeable into? Also; the press release says that these new shares "are intended to provide investors with the equivalent economic exposure to Brookfield but through an alternative security through which to hold their interests in Brookfield's business". Why would anyone want such an "alternative security" and how can these shares be economically equivalent? The reinsurance business company will own completely different assets from Brookfield Asset Management.
Thanks for your help.
Ian
Read Answer Asked by Ian on June 28, 2021
Q: Hi guys,

I'll be starting a new account for my family member and will be following your Balance portfolio. Should I purchase a full position or a half now and half later this summer.
Thanks again,
Jim
Read Answer Asked by jim on June 28, 2021
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