Investment Q&A

Q: If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following Canadian names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
CSU
BN
ATD
X
CNR

Q: Following these recent QA regarding BN.

Sep30 “ As per the latest annual financials, BN holds a 25.0% interest in Brookfield Asset Management (BAM), a 54.6% interest in Brookfield Renewable Partners (BEP.UN), a 73.9% interest in Brookfield Infrastructure Partners (BIP), and a 34.5% interest in Brookfield Business Partners (BBU)”

Oct01: “Owning the three noted will provide higher income and somewhat similar exposure. But BN will prove the 'private equity' component of its businesses that the others have less of.”

I own BN since BAM-reorg and it did very well this year. If we look at it’s underlying assets : in the last year BAM/BBU did OK but not as much, but both BEP and BIP did poorly. May be a stupid question, why did BN do so well? Market speaking? “private equity” or other assets heavier than we think? Thanks ++

Q: Which one of Bn,MFC do you think would provide the best return over the next 3 to 5 years?

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: My Granddaughter(7) has become interested in saving her money,and would like to invest in something-like her PaPa does-lol.
If you were to pick one conservative growth stock to purchase and forget about for 10-12 years-What would it be? Thankyou

Q: what percent of an all equity portfolio would you be comfortable allocating to an ETF like SPY or an Asset Manager like BN or Berkshire?

Currently my BN/BAM allocation is about 15%, i'm contemplating bringing it up to 20%

Q: Hi, is buying BN necessary if I'm already invested in Brookfield's BEP, BIP, and BAM? Appreciate your insight. Thank you.

Q: What companies are held in BN and at what percentage for each stock/company (I know Brookfield partners is no longer listed), ie. BEP, BIP, BAM etc.
I know this question has been asked many times but I could not find the answer.
Thanks!

Q: Hello, and thank you for an informative service. In theory, what are your views on adding to a so-called expensive/highly valued stock when your original cost basis is quite low? For example, I keep reading how Dollarama is at a high premium right now. I have a lot of it, and my original cost basis is about $97. Even adding a couple thousand dollars would keep it at something like $97.50. as a general rule or idea, is it worth building on positions like this? Also, I don't know if this would be considered a second question, but if you could rank the five stocks in order to purchase today keeping in mind my original question, that would be much appreciated. Thank you again.

Q: Hello,

You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).

Q: could you please explain1. the concept of compounding your 2 favourite Canadian companies (excludingCSU). . your 2 favourite US companies thanks Richard

Q: I originally submitted this question back on Sept 17 but never received a response so I'll try again. I was wondering if you could provide some investment ideas/suggestions for ongoing contributions to a FHSA, as contribution room becomes available each year. Looking for "reasonable" growth without "excessive" risk over the 15 years of the plan. I am thinking of investing 50% of the yearly $8000 allowable contribution to a CAD-denominated S&P500 ETF and wondered which one you would suggest? Or, would you recommend something else? What is your opinion of XQLT - the iShares MSCI USA Quality Factor Index ETF as compared to an S&P500 ETF? For the other 50% of the yearly contributions I was wondering which two TSX stocks and which two CDR's you would suggest for annual contributions until the $40k plan maximum is achieved in 5 years? Thanks.

Q: I would like to invest in private equity and credit stocks. I came across below US and CDN stocks. Which one would you recommend that I should buy or unless you have better options. Plus is there an ETF that you would recommend.

Please give brief description and why you consider as Buy.

CDN: BN, ONEX
USA: KKR, BX, ARES, APO



Please deduct credit as appropriate.

Thanks for the great service.

Q: Magna MG I am slowly getting tired of its performance. What do you suggest to replace it with? US and CA. Thanks and Greetings, Peter.

Q: In my RRIF I hold the above 5 stocks in the "financial" sector:

1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?

Thanks,
Terry

Q: Would you buy a full position in BN and CSU today or would you do it incrementally over the next few months and wait for a potential pullback?

Q: Watching this presentation reviewing their history would you consider a long term hold 5-10 years in a over weight position? This investor day video was quite informative but what is your opinion on it? Is there an issue of key man with Bruce Flat or do they have a deep bench?

https://www.youtube.com/watch?v=KZEYcC1HTI8&t=11s

Thanks

Q: For a conservative investor and a long-term hold in a TFSA:
a) which has more room to run from current valuations in your opinion, ATD or BEP.
b) If you didn’t need the cash dividends right now, would you invest in BN over BEP.UN to maximise return and mitigate downside risk?
Thanks kindly!

Q: Lot of people seem interested in TVK, current valuation, and if it's worth starting a position. Could you please answer the same for BN and TOI? Given current prices, what would be a good entry point price in your view? Thank you again!

Q: For capital appreciation which of these 2 stocks would you prefer for a two year hold?
Thx