Q: hi, I feel "overbrookfielded" in my investments. I own BAM, BN, BEPC and BIPC. I'm thinking of selling BAM, and putting the proceeds into BIPC and BEPC ( my position in BN is large enough now ). my thinking is BAM has less potential for capital growth compared to BIPC/BEPC ( and the latter 2 also have a good dividend, like BAM ). I would keep BN for more growth focus. Does this sound reasonable to you ( overall my brookfield investments are about 2.5% of total ). cheers, chris
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Cenovus Energy Inc. (CVE)
-
Ovintiv Inc. (OVV)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What is your opinion on the prospects of Cenovus(CVE) and Ovintiv(OVV) over the next 5 and 10 years ? What are your thoughts on selling them (old stocks that could be sold for a tax loss) and replacing them, as a long-term hold, with some Brookfield stock (BN, BEP and/or BIP)? If you favor that, which Brookfield company would you recommend be given the greatest weight ? Or is it better to hold onto those oil and gas stocks for a while?
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: In previous questions on BAM and BN 5i has generally shown a preference for BN for capital gains and BAM for income investors . In a question by Peter this morning 5i's answer showed a year to date return of 25% for BAM and 14% for BN {assuming that squiggly line in front of BN doesn't mean a loss } .... I realize the period is short but what is the historical return of each versus each other from inception of the newer security ? { And which one is the newer security and how long has it existed ? } ..... And if BN doesn't come out a clear winner please explain your thesis on income versus capital gains ?..... I am considering buying one of them in my RRIF ..... Thanks Garth
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Any reason(s) for the good increases for both especially BAM.Txs for U usual great services & views
-
Alphabet Inc. (GOOGL)
-
Microsoft Corporation (MSFT)
-
AbbVie Inc. (ABBV)
-
Altria Group Inc. (MO)
-
Pfizer Inc. (PFE)
-
Procter & Gamble Company (The) (PG)
-
Royal Bank of Canada (RY)
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
BCE Inc. (BCE)
-
Enbridge Inc. (ENB)
-
TC Energy Corporation (TRP)
-
TELUS Corporation (T)
-
Constellation Software Inc. (CSU)
-
Fortis Inc. (FTS)
-
WSP Global Inc. (WSP)
-
Magna International Inc. (MG)
-
Brookfield Infrastructure Partners L.P. (BIP.UN)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Folks,
My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks
My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks
Q: Bam"s X Div date is Nov 29. If I sell tomorrow,I still get Div?.Txs for U usual great services & views
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Philip Morris International Inc (PM)
-
Bank of Nova Scotia (The) (BNS)
-
Constellation Software Inc. (CSU)
-
Restaurant Brands International Inc. (QSR)
-
TMX Group Limited (X)
-
Toromont Industries Ltd. (TIH)
-
TFI International Inc. (TFII)
-
Vanguard S&P 500 Index ETF (VFV)
-
Topicus.com Inc. (TOI)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
-
Lumine Group Inc. (LMN)
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
BCE Inc. (BCE)
-
Enbridge Inc. (ENB)
-
Sun Life Financial Inc. (SLF)
-
TELUS Corporation (T)
-
Fortis Inc. (FTS)
-
Granite Real Estate Investment Trust (GRT.UN)
-
Brookfield Infrastructure Partners L.P. (BIP.UN)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I own the above high dividend yield Canadian stocks, just under 4% yield and up. I am looking to add maybe 10 to 20 % to 4 or 5 positions. The yield on these is enough for us now so no hurry to sell anything.
Retired, but still looking at safety of capital. I have left out O&G plays and other potentially riskier plays. (except Enbridge)
Which of these, or other stocks do you believe have the greatest potential for price appreciation over the next couple of years if/when interest rates drop.
I am looking for your top 5, here but feel free to add other picks.
Thank you. Take as many credits as needed.
Retired, but still looking at safety of capital. I have left out O&G plays and other potentially riskier plays. (except Enbridge)
Which of these, or other stocks do you believe have the greatest potential for price appreciation over the next couple of years if/when interest rates drop.
I am looking for your top 5, here but feel free to add other picks.
Thank you. Take as many credits as needed.
-
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I own BEP and BIP. I am tying to understand their relationship to BAM and BN. The BAM website mentions their investments in renewables and infrastructure amongst other investments withut specifically mentioning BEP or BIP. Are these investments a reference to BEP and BIP or do they have additional investments in these areas?. Does BAM manage these investments by managing BEP and BIP while BN owns them? In which case, one can own both BEP and BIP by simply owning BAM or BN. Or are BEP and BIP separate companies that simply pay dividends to BAM or BN based on their percentage of ownership? I'd really appreciate if you could sort this out for me. Thanks.
-
Amazon.com Inc. (AMZN)
-
Alphabet Inc. (GOOG)
-
Booking Holdings Inc. (BKNG)
-
Constellation Software Inc. (CSU)
-
Descartes Systems Group Inc. (The) (DSG)
-
Toromont Industries Ltd. (TIH)
-
Thomson Reuters Corporation (TRI)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
KKR & Co. Inc. (KKR)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Ulta Beauty Inc. (ULTA)
-
Five Below Inc. (FIVE)
-
Copart Inc. (CPRT)
-
Old Dominion Freight Line Inc. (ODFL)
-
Saia Inc. (SAIA)
-
Heico Corporation (HEI)
-
Topicus.com Inc. (TOI)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
-
Lumine Group Inc. (LMN)
Q: Hello 5i Team,
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: The following stocks have fallen below 1% in my portfolio.
From your previous answers/responses I assume it is best not to add to these?
Since they are under 1% is it best to sell, or is it best to stay the course and see if they recover over time.
They are all in registered accounts so no tax losses.
As well I have very small position in BAM due to the split. I have added to BN. Should I just let the small position ride or is it best to sell and add to BN or something else?
Thanks.
From your previous answers/responses I assume it is best not to add to these?
Since they are under 1% is it best to sell, or is it best to stay the course and see if they recover over time.
They are all in registered accounts so no tax losses.
As well I have very small position in BAM due to the split. I have added to BN. Should I just let the small position ride or is it best to sell and add to BN or something else?
Thanks.
-
WSP Global Inc. (WSP)
-
Alimentation Couche-Tard Inc. (ATD)
-
Premium Brands Holdings Corporation (PBH)
-
Boyd Group Services Inc. (BYD)
-
Nuvei Corporation (NVEI)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I need to liquidate some equities to be able to pay out my RMD. I am inclined to sell the above 2 stock (NVEI and PBH), seeing only downward momentum compared to the other equities (above) I have that show steady or upward momentum. Might you agree?
-
Alphabet Inc. (GOOG)
-
AbbVie Inc. (ABBV)
-
Bank of Nova Scotia (The) (BNS)
-
Constellation Software Inc. (CSU)
-
Fortis Inc. (FTS)
-
Franco-Nevada Corporation (FNV)
-
ARC Resources Ltd. (ARX)
-
WSP Global Inc. (WSP)
-
Stantec Inc. (STN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I have held the above stocks in my open account for several years. All stocks have shown a positive return except for BNS which is down approximately 20%. I have some cash to invest in the market and would like to purchase additional shares in some of these companies for a 3 to 5 year investment. Please rate the potential growth of these companies and rank the companies based upon the projected growth over the next 3 to 5 years. Thank you
Q: Bam has been strait down 20% in the past few weeks.What’s the problem?
-
Brookfield Corporation Class A Limited (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Peter/Ryan, in my RRSP account I have 100 shares of BN and received 25 shares of BAM . BAM as you know has the better dividend. Would it be wise to sell the 100 shares of BN and by the same amount of BAM, just wondering. Thanks, Nick
-
Brookfield Asset Management Inc Class A Limited (BAM)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Do you think the announcement by Blackstone and KKR that they are going to stop charging carry on their private equity funds has affected BAM share price in any way? Wy do you think it has gone down so much? Thanks.
Q: My 2 adult children have put in the $8000 in the first time home buyers account with the intention of adding the max in the next 3 years. This would be a 3-5 year potential hold until they can buy their first home. What 3-5 stocks would be a good fit for this plan?
Thanks
Doug
Thanks
Doug
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Assuming I would like to divide recent funds into 4 companies that I can set up as DRIP’s and leave for 20 years what would you recommend. I am diversified otherwise.
-
Toronto-Dominion Bank (The) (TD)
-
Suncor Energy Inc. (SU)
-
Constellation Software Inc. (CSU)
-
Dollarama Inc. (DOL)
-
Descartes Systems Group Inc. (The) (DSG)
-
TMX Group Limited (X)
-
Thomson Reuters Corporation (TRI)
-
Alimentation Couche-Tard Inc. (ATD)
-
Premium Brands Holdings Corporation (PBH)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
goeasy Ltd. (GSY)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?
Thx
Thx
-
Sun Life Financial Inc. (SLF)
-
Intact Financial Corporation (IFC)
-
WSP Global Inc. (WSP)
-
Descartes Systems Group Inc. (The) (DSG)
-
ATS Corporation (ATS)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Kinaxis Inc. (KXS)
-
Open Text Corporation (OTEX)
-
Thomson Reuters Corporation (TRI)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What are some stocks that could do really well with AI becoming more and more available ?