Q: I think Brookfield Asset Management is a great company to invest in for the long term. I'm debating whether to acquire more BAM in CDN or USD but wanting to better understand the USD option. Can you help me understand the pros and cons of holding BAM:US in a USD TFSA vs. a USD RSP vs. a USD non-registered account? Thanks very much, your answers are always really helpful.
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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.
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- NV5 Global Inc. (NVEE)
- MEDIFAST INC (MED)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Trane Technologies plc (TT)
- Celsius Holdings Inc. (CELH)
Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks
Thanks
- Scientific Games Corp (SGMS)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Brookfield Business Partners L.P. Limited Partnership Units (BBU)
Q: Reuters is reporting that BAM is buying SGMS
But I see no press release from BAM, do you ?
But I see no press release from BAM, do you ?
- Bank of Nova Scotia (The) (BNS)
- goeasy Ltd. (GSY)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Currently have a 17% position in financials including the above. Giving the current outlook for interest rate, would you consider this position to be favourable. Why or why not.
Q: I have a position in BAM and am thinking of increasing it or adding a new position in BX to enhance my diversification. Does BX offer a range of different assets compared to BAM, or am I simply doubling up? Is now a good time for a purchase of either BAM or BX? Thanks.
Q: Which would you prefer for growth?
- Brookfield Asset Management Inc Class A Limited (BAM)
- Brookfield Reinsurance Ltd Cl A Exchangeable Ltd Vtg Shs (BAMR)
Q: An equal number of shares of BAM and BAMR are being held in my portfolio. They have been considered economically equivalent, with a small premium on BAMR initially. Today, BAMR is performing much stronger than BAM.
What is the reason for disparity in the performance? Please kindly predict which one will have a superior performance for a longer term. Thank you for your great service. Bill.
What is the reason for disparity in the performance? Please kindly predict which one will have a superior performance for a longer term. Thank you for your great service. Bill.
Q: I am considering buying some Brookfield stock BAM-A or BAMR. Do you have a preference on which one would be best?
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- TELUS Corporation (T)
- Cenovus Energy Inc. (CVE)
- Canadian Western Bank (CWB)
- Exchange Income Corporation (EIF)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- Aegon Ltd. New York Registry Shares (AEG)
- Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
- ING Group N.V. (ING)
- Fresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an) (FMS)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Berkshire Hathaway Inc. (BRK.B)
- British American Tobacco p.l.c. (BTI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
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
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: With the new information released today by Brookfield around the Insurance company can you explain what it means. I'm a little confused by the details. It doesn't sound like a spin off where shareholders will own shares in the new insurance company. Also 1 share for every 145 Brookfield shares? Thx
Q: Thanks for all the insights provided by the team. If one wants to hold BAM in TFSA. Would you suggest US listing or Canadian?
- Welltower Inc. (WELL)
- WSP Global Inc. (WSP)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- Sonida Senior Living Inc Com (New) (CSU)
- CTS Corporation (CTS)
- Algonquin Power & Utilities Corp. (AQN)
- Shopify Inc. Class A Subordinate (SHOP)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Boyd Gaming Corporation (BYD)
- Lightspeed Commerce Inc. Subordinate (LSPD)
Q: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.
Q: Hello Team: Could you compare this company to BAM.B, which would you prefer and why?
Thank You,
Barry
Thank You,
Barry
Q: What do you think BAM will go to or is a sell. Also is Air Canada still a buy.
- Sun Life Financial Inc. (SLF)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Can you list 3 (sleep at night) companies you would initiate a buy today for growth and why/thesis?
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Veeva Systems Inc. Class A (VEEV)
- Brookfield Asset Management Inc Class A Limited (BAM)
- CrowdStrike Holdings Inc. (CRWD)
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- goeasy Ltd. (GSY)
- Brookfield Asset Management Inc Class A Limited (BAM)
- CrowdStrike Holdings Inc. (CRWD)
Q: I've got ~$20K coming into my RRSP. What 4-5 companies would 10 years from now me be really happy that current me invested in tomorrow? Not necessarily looking to find the next Shopify (although I wouldn't be upset if I did) but rather strong names that you have the most confidence in over the next 10 years.
Thanks
Harrison
Thanks
Harrison
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- iShares Russell 2000 Growth ETF (IWO)
- BMO S&P 500 Index ETF (ZSP)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ARK Innovation ETF (ARKK)
- Brookfield Asset Management Inc Class A Limited (BAM)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks
thanks