Q: Which one of the Brookfield entities is holding the office real estate assets going forward....BN or BAM?
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.
-
Five Below Inc. (FIVE)
-
Axon Enterprise Inc. (AXON)
-
Guardant Health Inc. (GH)
-
Fox Factory Holding Corp. (FOXF)
-
InMode Ltd. (INMD)
-
Celsius Holdings Inc. (CELH)
Q: Hello Peter and Ryan,
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
-
iShares Core S&P/TSX Capped Composite Index ETF (XIC)
-
Vanguard S&P 500 Index ETF (VFV)
-
INVESCO QQQ Trust (QQQ)
Q: Could you give me your opinion of the above three ETFs for a long term, "sleep at night" portfolio? The YTD return has not been good, but I feel it should turn around in the long term. Thanks!
Q: Why the big volume today and continuously falling price for BIP.UN of late? Any insight?
Q: Hi
BAM:CA The number of shares is not appearing in my Portfolio Analysis.
What am I doing wrong?
Thank you and all the best in the New Year.
Cheers
Mike
BAM:CA The number of shares is not appearing in my Portfolio Analysis.
What am I doing wrong?
Thank you and all the best in the New Year.
Cheers
Mike
Q: What to do with IVN? I have a large capital gain and am reluctant to sell now, but I am worried about the reports of the investigations underway. Your guidance would be much appreciated.
Q: BAM, what is going on? down again big today? I bought down at 42$ and am now down over 10% in a few days? what have you missed? is there fraud at work somewhere? also, do you know why BNN website has a value for BAM on thurs. dec 1, 2022 of 37.32- 44.5$, which seems to include after hours trades ( in Canada, I have never seen after hours trades in Canada? do they exist, where does an investor see these?) , when the new equity did not start trading until 12/12/2022? was Brookfield trying to dump BAM? this makes no sense, and is not explained by broader market actions. do you have any guess as to whether this is a hold, sell, or buy now?
Q: well, call me 'a bit more nervous than usual...."
all brookfield companies are falling without 'real' reason
seems like more than just market noise
could it be, and fully understanding mr flatt is seen as the 'great compounder', that finally their obtuse/aggressive accounting on all entities is finally catching up with them?
you know, the tide is going out and we'll see who is swimming naked
thx
all brookfield companies are falling without 'real' reason
seems like more than just market noise
could it be, and fully understanding mr flatt is seen as the 'great compounder', that finally their obtuse/aggressive accounting on all entities is finally catching up with them?
you know, the tide is going out and we'll see who is swimming naked
thx
Q: Looking for a process to calculate the geopolitical risk discount on these two as I am considering consolidating into one.
Q: Hi Guys
I have noticed the distribution has been going down the last year and a half, I would have thought they would have at least stayed around 0.06
Cents but they are now .04
The holdings include a lot of Telcom and pipelines, and other companies that have been raising their dividends. Will they're be higher distributions in the future now that rates are going up, maybe just a lag factor here?
YTD I think the return is down around 3.5 % including distributions.
Finally, do you think I can beat a GIC return here over the next 2 years.?
Thanks Gord
I have noticed the distribution has been going down the last year and a half, I would have thought they would have at least stayed around 0.06
Cents but they are now .04
The holdings include a lot of Telcom and pipelines, and other companies that have been raising their dividends. Will they're be higher distributions in the future now that rates are going up, maybe just a lag factor here?
YTD I think the return is down around 3.5 % including distributions.
Finally, do you think I can beat a GIC return here over the next 2 years.?
Thanks Gord
Q: I hold this. I assume it will be part of the new "witholding tax on disposition" legislation. As a Canadian, is this an easy sell before year-end then? If I wan't a similar company what about LXU?
Q: This is my big loser, other losers aren't nearly as bad. Nio has dropped about 80% from when I bought it -- at the peak.
I can hold on without any problem.
But does this stock still have a good potential upside?
I can hold on without any problem.
But does this stock still have a good potential upside?
-
Granite Real Estate Investment Trust (GRT.UN)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Can you give your thoughts on Dream vs. Granite today? Which would you choose for a long term hold?
Q: hey guys just wondering what your evaluation would be of this company a good buy in current conditions or not thanks as always
-
Amgen Inc. (AMGN)
-
AbbVie Inc. (ABBV)
-
Eli Lilly and Company (LLY)
-
Pfizer Inc. (PFE)
-
iShares Global Healthcare ETF (IXJ)
-
Health Care Select Sector SPDR (XLV)
Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger
Q: I have Trane but see recently, you've had positive remarks about Carrier. That together with the 25% withholding tax on the dividend due to Trane being European based makes me wonder if I should change to Carrier for the next few years?
-
H&R Real Estate Investment Trust (HR.UN)
-
InterRent Real Estate Investment Trust (IIP.UN)
-
Sienna Senior Living Inc. (SIA)
-
Chesswood Group Limited (CHW)
-
Supremex Inc. (SXP)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
-
Jamieson Wellness Inc. (JWEL)
Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You
Q: Hi 5i
I think Peter has been around long enough to remember December 1999 when TRP cut its dividend from 1.20 to .80 and the stock tanked to under $10. More recently ALA made a deal to buy WGL and issued shares at $31 ( I think Caisse depot or other big guys were in for $400 million). ALA went down to around $11 and recoverd to over $28 recently. So my question is: do you see any similarities to TRP or ALA turnarounds to think that AQN ($9.50) could follow a similar chart?
Thanks, Greg
I think Peter has been around long enough to remember December 1999 when TRP cut its dividend from 1.20 to .80 and the stock tanked to under $10. More recently ALA made a deal to buy WGL and issued shares at $31 ( I think Caisse depot or other big guys were in for $400 million). ALA went down to around $11 and recoverd to over $28 recently. So my question is: do you see any similarities to TRP or ALA turnarounds to think that AQN ($9.50) could follow a similar chart?
Thanks, Greg
-
Realty Income Corporation (O)
-
SL Green Realty Corp (SLG)
-
Simon Property Group Inc. (SPG)
-
NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
-
Digital Realty Trust Inc. (DLR)
-
Healthpeak Properties (PEAK)
Q: SL GREEN, despite its recent dividend cut, seems a decent choice. Would you suggest buying REITs at this time and, if so, which ones? I am a retiree seeking inflation-resistant income.
-
Broadcom Inc. (AVGO)
-
Alphabet Inc. (GOOG)
-
Intel Corporation (INTC)
-
Microsoft Corporation (MSFT)
-
Home Depot Inc. (The) (HD)
-
PepsiCo Inc. (PEP)
-
Pfizer Inc. (PFE)
-
Visa Inc. (V)
-
Verizon Communications Inc. (VZ)
-
ABB Ltd. (ABBNY)
Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?