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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: I currently own BN, BAM, BIP, and BEP. With recent decline would you be adding to these names? Can you confirm good entry points and if you would consider them a Buy/Sell/Hold.

Thank you
Tim
Read Answer Asked by Timothy on March 14, 2023
Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam
Read Answer Asked by Shyam on March 13, 2023
Q: hi,
I am just off the phone with my accountant to finish off the corporate year end. we got to discussing investments, and Brookfield came up. my accountant echoed what I have heard over the years as a concern re Brookfield's business' and accounting. my accountant would not invest in Brookfield entities at this point, as they cannot fully understand the underlying business', or the accounting "complexities" (my interpretation of their more negative opinion). I still hold a reasonable amount of BAM and BEP.un, but am a bit worried about these issues. can I have your latest thoughts on this? cheers, Chris
Read Answer Asked by chris on March 01, 2023
Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.
Read Answer Asked by Peter on February 28, 2023
Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks
Read Answer Asked by gabriel on February 24, 2023
Q: Hello, I have too many financial stocks and I would like to sell one of the above but I'm not sure which one to let go of. I was thinking of letting X go or one of the Brookfield stocks. Your thoughts please, I feel I can get enough diversification with only four stocks in this sector. Thank you in advance.

Cheryl
Read Answer Asked by Cheryl on February 24, 2023
Q: Good morning - I'm looking at my current BEPC holdings which are in a loss position. I also have BIPC ( gain position at this time), BAM and BN. I'd like your thoughts on whether to sell both BEPC and BIPC and increase both my BAM and BN. I like BEPC but am not emotionally attached to it. Best Brookfield moves for someone with say ten year investment horizon and a desire for dividends? Thanks
Read Answer Asked by alex on February 16, 2023
Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.
Read Answer Asked by Alexandra on February 15, 2023
Q: Hi Folks,
I am looking to add one of EIF, BAM or AD.UN to my diversified RRSP portfolio. Looking for a safe yield with a little growth. Is there one that stands out for your suggestion?
Thanks
Read Answer Asked by JOHN on February 13, 2023
Q: I hold these three and I'm wondering about consolidating into one. What would be your pick or is it a reasonable strategy to hold all three for diversification?
Read Answer Asked by Jacques on February 08, 2023
Q: hello 5i:
a question about weightings and diversification.
Presently, have the above: BAM 2.5%, BN 2.5% and BIP.UN 5.0%.
First, is there too much of an overlap between the companies?
Second, IF we were to sell half of the BIP.UN, bringing it to a 2.5% weighting, with 7.5% overall invested in Brookfield companies, would that raise any alarm bells?
Third, if one were to sell BIP.UN, what would make a sensible replacement, either in utilities or industrials. Low to moderate risk profile, with dividend income being an important factor in portfolio management.
thanks
Paul L
Read Answer Asked by Paul on January 30, 2023
Q: I need to free up some cash in an un-registered account for a large purchase. Which of the above holdings have the worst outlook. So I guess rank in order you would sell them. I will likely need to sell 2 of them. I don't hate any of them but something needs to go to free up the cash.
Read Answer Asked by Tom on January 27, 2023
Q: Hi there,

If you had to pick 5 stocks that that you think will return the greatest returns 5 years out, which would they be in order? Not "yolo" names, but 5 stocks with good risk/reward, 5 years looking out.

Thanks!
Read Answer Asked by Michael on January 26, 2023
Q: I had BEPC (3%), BAM(1%) and BN(5%), TD(3%) but just sold my BEPC, with the intent to use the proceeds to bump up BAM. Would I be wiser to bump up my TD or would you expect the profiles and forward looking growth/income to be similar? Non-Registered account.
thanks,
Mark
Read Answer Asked by Mark on January 26, 2023
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