Investment Q&A

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: Comments are earnings please. BBU

Upvote 2

Read Answer Asked by Margot on August 06, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.13)
  • $35.13 Cap: $23.11B
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• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.17)
  • $31.17 P/E (TTM): 1033.08X Cap: $14.37B
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Q: May I have your comments on earnings please

Upvote 2

Read Answer Asked by Margot on May 05, 2025

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: Would you consider this stock investable at this time for long term - 5 years or longer or you would prefer other Brookfield family stocks ?

Upvote 3

Read Answer Asked by Miroslaw on May 16, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.11)
  • $43.11 P/E (TTM): 1033.08X Cap: $19.87B
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• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.81)
  • $55.81 Cap: $7.37B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.09)
  • $47.09 Cap: $17.61B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.57)
  • $90.57 P/E (TTM): 151.9X Cap: $135.47B
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
  • P/E (TTM): 6.37X Cap: $11.60B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.96)
  • $82.96 P/E (TTM): 41.15X Cap: $133.82B
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Q: Hi,

Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.

Upvote 13

Read Answer Asked by Savalai on January 31, 2024

• Amazon.com Inc. (AMZN $228.71)
  • $228.71 P/E (TTM): 34.75X Cap: $2.43T
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• Alphabet Inc. (GOOG $207.95)
  • $207.95 P/E (TTM): 22.3X Cap: $2.51T
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• Microsoft Corporation (MSFT $502.04)
  • $502.04 P/E (TTM): 36.97X Cap: $3.73T
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• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.31B
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• CrowdStrike Holdings Inc. (CRWD $417.60)
  • $417.60 Cap: $104.08B
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• Unity Software Inc. (U $40.07)
  • $40.07 Cap: $16.93B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $48.21)
  • $48.21 Cap: $4.62B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.57)
  • $90.57 P/E (TTM): 151.9X Cap: $135.47B
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• Lumine Group Inc. (LMN $47.69)
  • $47.69 P/E (TTM): 181.15X Cap: $12.23B
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Q: I currently have BBU, BBUC, BN, CRWD, LSPD, MSFT and U in my TFSA account. BN, CRWD and MSFT have shown good growth but I have losses in the other stocks. I will be investing $7000 in my TFSA for 2024. Would you suggest any changes to my current stock holdings? For my 2024 TFSA investment, would you suggest adding to one on my current stock holdings or investing in another stock such as LMN, AMZN or LMN? Thank you

Upvote 7

Read Answer Asked by Don on January 25, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $35.13)
  • $35.13 Cap: $23.11B
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• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: May I please have your comments on earnings

Upvote 18

Read Answer Asked by Margot on November 07, 2023

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: This company seems to have been "taken out to the woodshed" by the investment community. I realize that any future debt raise will be more expensive, but it is trading at 0.5 X Book Value, and has very decent FCF yield. Do you see this as a value trap? Or is the current price overly pessimistic?

Upvote 1

Read Answer Asked by David on October 16, 2023

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: I have a small position in BBU and even smaller positions in BBUC and BNRE in TFSA.I can consolidate it all into BBU, or sell it all at a loss.
Do you think BBU is worth holding?
Thanks jerry

Upvote 0

Read Answer Asked by jery on February 13, 2023

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $48.21)
  • $48.21 Cap: $4.62B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.96)
  • $82.96 P/E (TTM): 41.15X Cap: $133.82B
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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?

Upvote 0

Read Answer Asked by Jacques on February 08, 2023

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: May I have your comments on earning please

Upvote 0

Read Answer Asked by Margot on February 06, 2023

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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• Brookfield Asset Management Inc Class A Limited (BAM $60.22)
  • $60.22 P/E (TTM): 41.15X Cap: $97.14B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.46)
  • $25.46 Cap: $16.75B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.17)
  • $31.17 P/E (TTM): 1033.08X Cap: $14.37B
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• Brookfield Infrastructure Corporation (BIPC $40.32)
  • $40.32 Cap: $5.32B
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• Brookfield Business Corporation Class A Exchangeable Subordinate (BBUC $34.76)
  • $34.76 Cap: $3.33B
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• Brookfield Corporation Class A Limited (BN $65.49)
  • $65.49 P/E (TTM): 151.9X Cap: $97.96B
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Q: December 2022 sold BBU and BBUC for tax loss using BN as a proxy. Now after 30 days considering whether best move is to buy back BBU or add to BAM or BIPC or standstill for awhile. BN is 4.5%, BEP is 3.55%, BIP is 2.52% and BAM is .97% of my portfolio where the investment objective is to hold a growth-leaning dividend-paying balanced portfolio. What would be your choice?

Upvote 1

Read Answer Asked by William Ross on February 06, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $35.13)
  • $35.13 Cap: $23.11B
  • View BEP.UN Profile
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.11)
  • $43.11 P/E (TTM): 1033.08X Cap: $19.87B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.81)
  • $55.81 Cap: $7.37B
  • View BIPC Profile
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Q: Hi Peter,

How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?

Your comments are much appreciated.

Upvote 0

Read Answer Asked by George on June 07, 2022

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: What's your take on Brookfield Business Partners? Its stock value has been just about cut in half YTD and is currently at 7 PE which seems stupidly cheap. But I know Brookfield's entities can't always really be judged on PE multiples Why has this stock been hit as if it's a high-flying tech? And if the market is deeply undervaluing it might Brookfield buy it out as it did its real estate entity?

Upvote 0

Read Answer Asked by John on May 10, 2022

• Premium Brands Holdings Corporation (PBH $94.64)
  • $94.64 P/E (TTM): 45.8X Cap: $4.22B
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• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: Please list preference in order of preference for an rrsp at today’s prices.

Upvote 0

Read Answer Asked by John on March 29, 2022

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: Looking forward through a lease that is focussed on inflation do you think BBU will benefit or suffer from the possibility of increased inflation? If you think the impact will be positive, would you buy the American or Canadian issue? Thanks for your thoughts.

Upvote 0

Read Answer Asked by Les on November 20, 2021

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: What are your thoughts on BBU's recent acquisition of SGMS's lottery business?

Upvote 0

Read Answer Asked by Craig on November 09, 2021

• Lam Research Corporation (LRCX $103.63)
  • $103.63 P/E (TTM): 24.4X Cap: $131.15B
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• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
  • View BBU.UN Profile
  • View Questions on BBU.UN

Q: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?

Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.

Thank you

Upvote 0

Read Answer Asked by Kristelle on November 08, 2021

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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• Bayshore Floating Rate Sr. Loan Fund (BIF.UN $0.42)
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Q: BBU.UN.CA OR BAM.CA OR BIF.UN IN A RRSP? PLEASE LIST IN ORDER OF PREFERENCE. THANKYOU

Upvote 0

Read Answer Asked by John on September 15, 2021

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: BBU.UN is practically at its 200 day moving average. Is this a buy hold or sell?

Upvote 0

Read Answer Asked by Jacques on August 13, 2021

• Brookfield Business Partners L.P. (BBU.UN $38.90)
  • $38.90 Cap: $8.18B
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Q: Hi Team,

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

Thank you,

Upvote 0

Read Answer Asked by Keith on August 10, 2021