Q: Bam has been strait down 20% in the past few weeks.What’s the problem?
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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.
- 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 ?
- Constellation Software Inc. (CSU)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Briefly can you compare the pros and cons of the Brookfield and Constellation groups.
Thank You
Peter
Thank You
Peter
- Bank of America Corporation (BAC)
- Exxon Mobil Corporation (XOM)
- Brookfield Renewable Partners L.P. (BEP.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- Stag Industrial Inc. (STAG)
- Loblaw Companies Limited Second Preferred Shares Series B (L.PR.B)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I currently own full positions in BEP.UN and BIP.UN in a diversified dividend income portfolio. I have considered buying BN as well, but am not sure that increasing my Brookfield concentration is warranted. What are your views?
Thanks.
Thanks.
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I am not sure if you or anyone at 5i had watched this but would you add anything more? The outlook seems very steady. https://www.youtube.com/watch?v=ip7E0xYxNUo
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
Q: Looking at re-allocating funds from oil sector in either BAM or LMN. Currently have a 3% holding in BN. This would be inside an RRSP with a goal leaving alone for 20 years. What would your preference be. Allocation would be 1.5%.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Lowe's Companies Inc. (LOW)
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Restaurant Brands International Inc. (QSR)
- Capital Power Corporation (CPX)
- Superior Plus Corp. (SPB)
- Tricon Residential Inc. (TCN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- A&W Revenue Royalties Income Fund (AW.UN)
- Tamarack Valley Energy Ltd. (TVE)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- Hydro One Limited (H)
- Perion Network Ltd (PERI)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I have all these names in different on my accounts. I am looking for the best total return (capital gain and dividend).
I think BN represents the best total return opportunity in the next five year.
Is it wise to consolidate into BN now.
Your opinon please
Raouf
I think BN represents the best total return opportunity in the next five year.
Is it wise to consolidate into BN now.
Your opinon please
Raouf
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: How much exposure to Chinese real estate does BN and BAM have?
- CME Group Inc. (CME)
- Nasdaq Inc. (NDAQ)
- Visa Inc. (V)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Manulife Financial Corporation (MFC)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Timbercreek Financial Corp. (TF)
- Cboe Global Markets Inc. (CBOE)
- Tradeweb Markets Inc. (TW)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi,
Answer to Peter’s question on Aug16:
“ For example, last year BN shareholders got 0.25 BAM shares for each BN share, and that is worth $11.50+ per share. “ What? My BAM shares were split Dec22 in “new-BAM” and BN . I'm confused ...
Answer to Peter’s question on Aug16:
“ For example, last year BN shareholders got 0.25 BAM shares for each BN share, and that is worth $11.50+ per share. “ What? My BAM shares were split Dec22 in “new-BAM” and BN . I'm confused ...
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi there, where would you prefer to have your money and do you still have high conviction in this company. Thanks
- AbbVie Inc. (ABBV)
- American Tower Corporation (REIT) (AMT)
- Philip Morris International Inc (PM)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Brookfield Renewable Partners L.P. (BEP.UN)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- Blackstone Inc. (BX)
- Extra Space Storage Inc (EXR)
- Permian Basin Royalty Trust (PBT)
- British American Tobacco p.l.c. (BTI)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello,
I'm hoping you might be able to steer me towards several suitable, longer term, investments.
If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?
1) Independent of any consideration of a desire for diversity of sector?
2) If diversity were to be considered to be of importance?
Please deduct as many question credits as you feel may be appropriate.
Thank you!
I'm hoping you might be able to steer me towards several suitable, longer term, investments.
If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?
1) Independent of any consideration of a desire for diversity of sector?
2) If diversity were to be considered to be of importance?
Please deduct as many question credits as you feel may be appropriate.
Thank you!