skip to content
  1. Home
  2. >
  3. Investment Q&A
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.

Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?
Read Answer Asked by Max on January 10, 2023
Q: Wondering if you can help me figure this out Peter,

Bought 360shares of BAM.A at $54.62. Spin off took place and I ended up with 90 shares of Bam and 360 shares of BN. In making my calculations after everything is settled, it looks like Today I am sitting at roughly $19,678 - original investment was 19,680.

Is this a sell, hold or buy right now??? Its a little confusing for a simpleton such as me.

Thank you for all you do

gm
Read Answer Asked by Gord on January 10, 2023
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
Read Answer Asked by cal on January 05, 2023
Q: What are a few non-tech, non-financial stocks that you are high on right now?
Read Answer Asked by Stephen on January 04, 2023
Q: Merry Christmas everyone and thank you for a wonderful service! I'm looking to purchase six different companies that have preferred shares and would like you to help me pick them. Security of dividend and safety of the companies (staying power) is the top priority here. Therefore if two preferred picks are in the same sector I don't mind as I'm not sure how much diversity matters here.

I currently own TRI and CSU preferred shares and would also like your opinion on them, thanks.
Read Answer Asked by Mark on January 03, 2023
Q: If one were to sell BNRE or BN at a capital loss and purchase BAM with the proceeds would this stay onside with 30 day rule?
Read Answer Asked by Lynda on December 23, 2022
Q: Hi Team,
Since it's near year end, I was wondering if you could list me some of your TOP PICK ideas for a 2023 TFSA contribution. I am looking for long term hold ideas. Thanks

Shane.
Read Answer Asked by Shane on December 23, 2022
Q: Has the spin-off gone well or it went badly? Seems like a significant drop so far..what happened? And what is the future? If I want to capture capital losses whic one should I sell (BAM or BN or both) and which should I buy after one month? Thanks.

Shyam
Read Answer Asked by Shyam on December 23, 2022
Q: In 5iresearch data info the BAM has no info about its dividend and dividend frequency payments . Do you have this information on these and it payout ratio? I understand that this stock has been relatively recently created from the reorganization of the Brookfield Asset Management but is the data I am asking available for investors? I have looked on line for such data and appears to be available. Thank you . Miroslaw
Read Answer Asked by Miroslaw on December 22, 2022
Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?

Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names

Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.

Thanks,

Jim
Read Answer Asked by Jim on December 21, 2022
Q: Could the weakness in Brookfield shares be attributable to them funding $250 million of Musk's purchase of Twitter which he has stated "has been in the fast lane to bankruptcy"? New shares are being offered at $54.20 so Brookfield may have to cough up more too.

Apparently it's Brookfield Growth that stands to lose the money - is this an arm of BN or BAM?
Read Answer Asked by Jeff on December 21, 2022
Q: Hi Peter, Ryan, and 5i Team,

Sorry for yet another Brookfield question! In my RRIF, I hold these three Brookfield entities: BEP.UN, BN, and BAM.

As a retired investor who likes dividends, and is underweight in utilities (due to recently selling AQN) and is overweight in financials, would you endorse selling BN and BAM, and using the proceeds to buy more BEP.UN? Or is there a flaw in my thinking?

Thanks as always for your timely advice, and happy holidays to everyone at 5i.

Read Answer Asked by Jerry on December 20, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!