Investment Q&A

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.

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?

Q: Please list preference in order of preference for an rrsp at today’s prices.

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.

Q: What are your thoughts on BBU's recent acquisition of SGMS's lottery business?

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

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