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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.

Q: The Brookfield suite over the years has been a comfortable place to grow but it has a way of taking over ( combined 4 holdings has grown to 17% ) .

BIP.UN is my 3rd biggest holding , BEP.UN is my 13th biggest holding .
BIPC is my 23rd and BEPC is my 30th weight position . I own 50 stocks .
My RIF begins next year so I will have to cull somewhere and draw income.

1. You seem to prefer BIP over BEP :
2: You prefer the “C” stocks in non-registered accounts (To benefit from CDN dividend )
3. You prefer “.UN” stocks in the registered accounts to avoid US withholding taxes.

To restructure things involves declaring substantial capital gains ... Does it make sense to switch things around ?

I thank you for causing me wealth management problems like this.
Read Answer Asked by Thomas on September 25, 2020
Q: Can you please tell me how BAM.A has “nearly doubled since the March low”? I’ve seen this comment from 5i a couple times already but don’t can’t see anything close to that in the charts or looking at the 52 week lows/highs. Are we talking about the same stock?
Read Answer Asked by Mike on September 25, 2020
Q: Today I believe is Bam.a investor day .Have we learned anymore about why this name should be owned .The stock has been very disappointing .
Read Answer Asked by Kim on September 25, 2020
Q: If a graphene test for covid 19 is developing at UofA and currently preparing to test at the YEG airport do you think there is an opportunity for investment? If so which company?
Read Answer Asked by Lynn on September 25, 2020
Q: What would you conjecture would be the market's response if the following were to occur: 1. Biden wins so decisively that Trump leaves with very little resistance 2. The Republicans win the Senate and 3. Shortly thereafter, we come up with a successful vaccine ? Thanks.
Read Answer Asked by Norman on September 25, 2020
Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,

Jason
Read Answer Asked by Jason on September 25, 2020
Q: hi folks:

this might be a big ask, yet do you know what percentage of this asset (BAM) is exposed to 'big city' real estate ie. new york, toronto etc

been watching both BPY and BAM underperform and i wonder if it is partly/solely due to the underlying exposure to big city real estate

current prices of those assets (BAM, BPY) may not be fully reflected in the share price (ie. down)

thanks as always


Read Answer Asked by Robert on September 25, 2020
Q: This question stems from your recent comments about US industries and especially J. Because of this, I'm wondering whether I should continue to hold J or sell now and rebuy at a later on. And this also applies to RTX with the position being in a slight loss. Please let me know that your take would be....Thanks....Tom
Read Answer Asked by Tom on September 25, 2020
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