Investment Q&A

Q: BBU.UN.CA OR BAM.CA OR BIF.UN IN A RRSP? PLEASE LIST IN ORDER OF PREFERENCE. THANKYOU

Q: BBU.UN is practically at its 200 day moving average. Is this a buy hold or sell?

Q: Hi Team,

Can you please provide your thoughts on their latest quarter as well as the company's future prospects?

Thank you,

Q: Good Morning to 5I team.

You are big help in educating and making us make better decision every day. I have BAM.A and BBU.UN. Looking to add more to BBU.UN. Over the next 3 years do you see a better growth in BBU or would still prefer BAM.

I am looking at Xela. I see that have a global presence and they mention that they serve about 60% of the fortune 100 companies. What is your opinion on Management, Technology, Debt, Cashflow and past performance. Do you see a good growth potential over 5 years. Can one start a position in it at current level

Sector and weighting do not matter. Have a good risk appetite but not looking to gamble.

Thanks

Q: Would you please give me your thoughts on BBU's monetization plans for Clarios and Westinghouse and the impact on the value of the stock.
Thanks
Bob Rose

Q: Please list these companies in order of which to dispose off. They are in a RRSP with no tax complications and I would like to top up a pair of other positions. HLF, HR.UN and BBU. THANKYOU

Q: Every time I've looked at BAM or related companies I see a negative EPS (over a period of time). Everyone loves the parent and most of the subsidiaries and the buyers are usually rewarded. I don't understand how this works. I can't think of many companies with a similar profile of consistent success and apparently consistent losses. Is it all about cash flow?

Q: I own a cross section of the Brookfield companies for a long term play. would you consider them a economy recovery theme?

Doug

Q: If you where to choose currently .....with a view to one year horizon...which offers more potential return? Bam.a or Bbu.un?Why?

Q: Can I get your thoughts on BBU? It seems outrageously cheap at only $3bil market cap when Westinghouse is producing $650mil in Ebitda and the company earned $1.3bil in ebitda in 2020. The portfolio of businesses looks solid, with high growth potential on a few (Clarios and BRK stick out to me). Am I missing something? Thanks for all you do.

Q: What do you think the chances are of an improved offer from here for BPY. I’m considering selling my position for a small loss and buying BBU. I do realize they they are different types of business. Thanks

Q: Which of these is better to move from my investment account to my TFSA? I own both but can only move one (80 BIP.UN or 100 BBU.UN).
John

Q: Hi Team,

Do you think this is a good buy at these levels? It seems undervalued and has some good growth potential once all the cyclical businesses recover and they monetize some assets? Your thoughts on the long term potential of this company?

Thanks,

Q: Good day,
I hold BEP.UN;BEPC;BBU;CCL.B;ENB;EMA;H;FTS;CTC; and BAM in a non registered account and thanks to you I have done very well following your Q & A and portfolios. I am down 43% in SU; down 23% in CPD; down 16% in IPL and 6% in POW. Would you add to the winners? Add to the temporary losers or ADD new ones. After today, am tempted to add to SU for sure. Have RRIF and TFSA with pretty balanced sectors. Overall, Overweight in Utilities, Financials and okay with that. Many thanks, Paul

Q: We have watched this company come down in value and would like your opinion on why and if we should hold it for a comeback. Thank you.

Q: Hello. I believe they both reported. Comments please. Thank you

Q: What are your thoughts on BBU at these levels? And what would you rank this compared to the rest of the entities in the Brookfield Group?

Q: I want to buy Brookfield stock, please help me to make my choices and
grade them by order suggesting best choice first .
andrew.

Q: Hello 5i Team,
I currently hold throughout my accounts BAM.A, BBU.UN and BPY.UN. I like what recent investments made with BIP.UN. Would you consider a switch of one of my existing holdings and/or am I over exposed to Brookfield as whole?
I have a Long term Time Horizon.
Thank you

Q: I have invested in all the Brookfield companies, most recently with a purchase of BBU.UN in my TFSA account. I have read that there may be tax withholdings for this investment that I cannot recover. Should I sell BBU.UN that I currently own in my TFSA account and purchase it in my open account?