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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: NVDA has now grown to 8% of my portfolio and I am considering paring it back down (again) to 5%. I don't have any crypto exposure, so am looking at investing the freed-up funds in HOOD. This would bring my investment in financials to just over 30%. I know you can't comment on individual allocations, but if this were your portfolio and you already held BN, BAM, X, V and HMAX...would you be concerned about putting too many eggs in the same basket? Or would you feel there is sufficient diversity within the already-held funds to add HOOD? Thank you.
Read Answer Asked by Maureen on July 14, 2025
Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.
Read Answer Asked by Robert on July 08, 2025
Q: I have all three of these positions.

I'm happy to keep my capital invested in the Brookfield empire, but it feels inefficient and not thought out the way it sits in my portfolio, almost like a series of afterthoughts.

The breakdown of the three (as a % of their cumulative totals in my portfolio)

BN = 57%
BEPC = 8%
BEP.UN = 35%

(Ignoring the whole tax schmozzle with reg vs NR accounts),

Would you recommend any changes? That could include adding another Brookfield entity as a possibility.
Read Answer Asked by Robert on July 08, 2025
Q: I am considering selling off my shares of BEPC and using proceeds to buy BN. I know BEPC has a larger dividend - will BN's growth be able to overcome the loss in dividends?
Read Answer Asked by Ronald on May 08, 2025
Q: Of the following stocks TRI,GSY,BN, DIR.UN ISRG,PRL which ones would be a buy if you had to choose two?
Read Answer Asked by Brian on April 10, 2025
Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom
Read Answer Asked by Tom on February 21, 2025
Q: Let us assume there is market downturn of 20% or greater. I am a retired senior and want to be cautious. I have TBills in US and Can.;
Also some BN, DSG , AEM and bonds like ZMMK. Also 10% in ZSP and VFV , XIU.
Any red flags here and suggest some additions. TAKE AS MANY CREDITS as needed to answer this. Thanks. Helen
Read Answer Asked by Helen on February 19, 2025
Q: Currently I have positions in the above Brookfield companies. I plan on keeping the position in BN. Would you please rank the others from best to least preferred along with a brief rational for your decision. THANK YOU!

Docsinc
Read Answer Asked by Tom on February 10, 2025
Q: Hi, I have a good problem and looking for some suggestions here. I have Brookfield group companies to 17.5% right now. RRSP A/C- BAM-1%, BN-8.6%,BEP-5% , Non-Registered A/C - BIPC-2.8% . Should i let them grow or reduce and which one? Thanks
Read Answer Asked by S on January 28, 2025
Q: Good morning,

I recently became aware that SOBO's dividends can be paid in US$.

Q1. Do you consider it a good idea to journal SOBO.CA holdings in a CDN$ Non Registered account to a US$ Non Registered account so that US$ can be generated in a similar manner as journaling BN shares from my CND$ Non Registered account to my US$ Non Registered account for the purpose of generating US$.

Q2. Do you see any negative aspect or tax implication with this strategy?

Thank you for your thoughts on this and I'll await your response.

Francesco
Read Answer Asked by Francesco on January 27, 2025
Q: I have been building my position in BN and now sit at 2.63% position size. I am holding a 1.72% position size in BAM in a taxable account. I am thinking of selling BAM and adding the proceeds to BN. Is this wise? In taxable accounts I am more focused on future gains than on dividend return. Currently my BAM position has a gain of 107%. I have ample capital loss reserves to cover any capital gains incurred from selling BAM.

I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.

What do you think about consolidating BAM holdings into BN?
Read Answer Asked by Maureen on January 10, 2025
Q: Good afternoon
As a follow up to your response regarding your preference to purchase BN in a CDN$ Non Registered account would it also be advantageous to journal the BN shares that I currently hold in my US$ Non Registered account to my CDN$ Non Registered account given the relatively low value of the CDN$ and journal them back to the US$ account when the CDN$ regains some of its recent loss in value?
Thank you and I’ll await your sage advice,
Francesco
Read Answer Asked by Francesco on December 20, 2024
Q: Good morning,

My questions this morning is partly Currency related as it applies to BN in particular and your best idea for a stock to add to the "ALTERNATIVES" portion of my overall family portfolio.

Q1. Would you kindly recommend your best two ideas for a stock to add in the "Alternatives" portion of my overall portfolio.

Q2. For my US$ Non Registered account, I was thinking of adding some BN to the existing holdings by buying BN in CDN$ and journaling the CDN$ stocks over to my US$ Non Registered account as I have done in the past.
That said and given that the CDN$ has dropped significantly of late and with perhaps more to go, would it be preferable at this time to simply purchase BN in my CDN$ account and leave the shares in the CDN$ Non Registered account with no journaling into the US$ account.

Thank you and I'll await your response.
Francesco
Read Answer Asked by Francesco on December 19, 2024
Q: Hello

I noted in one of your responses that Brookfield Corp pays dividend in USD.
If so, do we have to hold the stock in USD Currency, in order to receive dividends in USD ?

Also, are the USD Dividends received from Brookfield Corp, eligible for Canadian Dividend Tax Credit or the dividends have to be received in CAD, in order to qualify for the Tax Credit ? ( So, we should move the BN to CAD side of the portfolio ? ).

Thank You
Read Answer Asked by rajeev on November 15, 2024
Q: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!
Read Answer Asked by Keith on October 25, 2024
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
Read Answer Asked by Kolbi on September 18, 2024
Q: Hi. I currently own BN, BTE, CLS, CSU, DRX, ENB, IFC, LMN, MEG, PRL, RY, TOI, TOU, TVE, TVK and WCP in my RRSP account. I have $15,000 and am looking for at least 5 new stocks suggestions regardless of sector with medium risk tolerance and growth oriented. As well, what are your thoughts on holding BTE and TVE? THX.
Read Answer Asked by Dona on July 08, 2024