Investment Q&A

Q: What’s your opinion of BAM’s result of Q1FY25 published this morning? What’s your opinion of the outlook? How can they invest, build and grow the business when, as I understand it, BAM’s strategy is to return most of the FFO generated to shareholders?

Q: Currently I have positions in the above Brookfield companies. I plan on keeping the position in BN. Would you please rank the others from best to least preferred along with a brief rational for your decision. THANK YOU!

Docsinc

Q: Hi, I have a good problem and looking for some suggestions here. I have Brookfield group companies to 17.5% right now. RRSP A/C- BAM-1%, BN-8.6%,BEP-5% , Non-Registered A/C - BIPC-2.8% . Should i let them grow or reduce and which one? Thanks

Q: I have been building my position in BN and now sit at 2.63% position size. I am holding a 1.72% position size in BAM in a taxable account. I am thinking of selling BAM and adding the proceeds to BN. Is this wise? In taxable accounts I am more focused on future gains than on dividend return. Currently my BAM position has a gain of 107%. I have ample capital loss reserves to cover any capital gains incurred from selling BAM.

I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.

What do you think about consolidating BAM holdings into BN?

Q: What kind of an impact do you think Carney's (potential) run for office would have on BAM ....& BN?

Q: Brookfield to invest up to US$1.1-billion in sustainable fuels provider Infinium....hi I cannot seem to get info for Infinium.. can u provide some info re investing in the company and the symbol for trading thanks...Maureen

Q: Hi 5i Team,

I would like to know if the dividend paid by BAM in USD in a US account qualifies for the federal and Ontario dividend tax credit.

Many thanks in advance for providing this information.

Q: Please compare the first two with BAM. Seems they have much higher dividends, and lower valuation. Would you comfortable to pick one today for a long term investing? Thank you!

Q: I have these 3 companies in my tfsa, it what order would you rank them in to add to.

Q: HI 5i
For my RRSP which two would you pick today, I own BN. would you buy BAM ?

thank you
Happy new years!

Q: Hi,

Total return, long term investor with a diversified portfolio. I have a tiny position in BAM that I either want to add to or sell. If I sell, I could put the proceeds into BN.

Does it make sense to consolidate into BN or to build a bigger position in BAM? Which is likely to have the best total return over the next few years?

Thank you, Michael

Q: Do you think the announcement by Blackstone and KKR that they are going to stop charging carry on their private equity funds has affected BAM share price in any way? Wy do you think it has gone down so much? Thanks.

Q: I am hoping you can shed some light on the best way to receive dividends from Brookfield. I have used BAM in my example but I think all their companies work the same way.

The dividends are paid in US dollars. As a Canadian resident but holding the shares on a US exchange, it seems that I will be paid first in Canadian dollars and then the dividends will be converted to $US. That is unless I write my broker and ask for the dividends in US dollars directly. However, if I hold the shares on the TSX, the dividend will still be paid in US dollars and then converted unless I ask the company to pay me in Canadian dollars!

What is not clear is if there are any conversion fees attached to any of these options. What is the best/cheapest /easiest way to receive Brookfield dividends? Can it be done without having to contact either my brokerage or the company?

I tried to ask the company but their response was quite unclear.

Appreciate your insight.

Paul F.

Q: Hi Peter/Ryan, In a TFSA if you could hold only one of theses BAM or BN which one would it be and why. Thanks

Q: Hi . If I buy BAM shares on the NYSE, and hold them in my cash account, will I be able to keep the dividends in $US. and benefit from the Canadian dividend tax credit? I am a Canadian citizen and reside in Canada. Thanks. Ben

Q: What is the difference between these 2 stocks if held in RRSP? The US stock has a dividend of 4.1% and the Canadian stock has 2.99% dividend.

Q: HELLO 5I
I have some cash in my USD RIF and want to add at one the above for a long term hold. Which one would you add to?

Thanks

Q: It seems that the BAM stock had a split on Dec 12 2022.

4 old BAM shares gave rise 1 BN share & 4 new BAM shares.

On Dec 9 ( a Friday), the Value of old BAM was us$43.15

On Dec 12 (the next Monday), BN was valued at US$33.64 and new BAM was valued at US$32.40.

So the 4 shares valued at us$172.60 before the split were worth US$163.24 after the split.

FYI, I am using avg prices as reported on Google Finance. It seems like a 5% drop on Day 1.

Questions:

1. Is my calculation correct?
2. are the prices of BAM and BN on Dec 12 2022 dependent on the Dec price on Dec 9 2022 or determined well in advance?

Thanks

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?

Q: Hi Peter, I'm limited in cash at the moment and would like to start a position with either BN or BAM. If only one could be picked, which one of these would you favor for a TFSA and why? Thanks, Nick