Investment Q&A

Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.

Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!

Q: Thoughts on this article...

https://financialpost.com/financial-times/how-much-does-brookfield-really-make

Q: Could you please help us understand the impact/benefit of the possible change as announced by S&P Dow Jones.

" This week, S&P Dow Jones said it will consider a significant change that would allow some companies to appear in multiple countries’ indexes, paving the way for companies such as Brookfield Asset Management Ltd. BAM-T , Shopify Inc. SHOP-T
, to be both Canadian and American.

S&P Dow Jones says it could allow companies “with significant ties to Canada” to stay in a Canadian index even if it normally would consider the company “domiciled” in another country. The company would need to be incorporated in Canada to be eligible.

Until now, S&P Dow Jones has said a company can have just one country of domicile – and that country’s stock indexes are where it needs to be. "

Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.

Q: Why have the private equity stocks in US, been under pressure, for past 2 weeks ?

With a much higher intrinsic value, never thought that BN could trade as low as $74, after hitting a high of $90, not long ago.

Is there any reason, specific to Brookfield Corp, or it's just the market and sector decline ?

Thank You

Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks

Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim

Q: Anything specific with the strong decline of BN recently

Q: Good Morning, to the best of your knowledge do any of the Brookfield companies require a T11135 to be filled out?

Q: Hi 5i, I know you don't like to discuss politics, but I'm getting worried that there might be some political risk creeping up on BN. Last night during the LPC debate one of the candidates opening lied about knowing BN's planned move to the US, announced Oct 31st and letter sent to shareholders on Dec 1st, signed by person lying who resigned on Jan 17th from their board. Should I worry about BN's entanglement in this factual matter?

Thx

Q: Good afternoon,

I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.

Thanks as always.

Q: Which Brookfield would you acquire if only to buy one and what would rationale be? If 2 is more appropriate, which 2. Accounts could be either registered or non. Thank you .

Q: Hello.

On a scale of 1-10, with 10 being the best, how would you rank these 4 names for a combination of yield and growth for a ~ 2 year time frame?

Thanks.

Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.

What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?

Q: Where would you reasonably expect these shares to be in two years. What do the analysts say about the company

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom

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?

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.