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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: I have been a shareholder of Brookfield for 14 years and have gotten into the habit of reading CEO (Bruce Flatt) message to shareholders each quarter. I found the sections on in this quarter's letter interesting Share Repurchases and The AI Revolution is Increasingly a Renewable Story that your members may find worth wild reading. He also states that the share price is about 50% of the value of the company. Over the short term I could almost careless about the stock price of the company as the value of the company grows by 20% or so per year. Does this seem out of sorts the way I look at Brookfield.
Read Answer Asked by Jerome on August 08, 2024
Q: If I had a little cash today to buy in my RRSP, which has a ten year horizon and generally follows your balanced portfolio, what would you think would be a good name to purchase based on todays activity?
Read Answer Asked by PAUL on August 06, 2024
Q: Hello 5i's!

In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?

Thanks as always.
Read Answer Asked by David C. on August 02, 2024
Q: I look after a RESP for my grandchildren and I have IWO, VFV, VGG, at equal weight. XIC, XQQ at a lower weight and only 2 stocks BN and LMN. Is there any more ETF that you would recommend to go with the ones I currently own? What 2 stocks would you recommend as well? The funds are not needed for 10 years,

Thanks
Read Answer Asked on August 02, 2024
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd
Read Answer Asked by Terence on August 02, 2024
Q: I'm confused about the different Brookfield group of companies (I may not have them all listed), namely, which one should be held under which circumstance (income, growth, registered, unregistered etc) and is it beneficial to hold multiple, and if so which and why. Thanks!
Read Answer Asked by Kim on July 30, 2024
Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
Read Answer Asked by Petra on July 23, 2024
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane
Read Answer Asked by Shane on July 23, 2024
Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help
Read Answer Asked by Terence on July 22, 2024
Q: Hey folks, hope everyone is enjoying the summer season. I own basically an equal weighting of BN (4%), BAM (4%), BEP(4%) in our various accounts. I'd like to buy a 4% position in BIP. Now comes my question, should I be a lumper or splitter - that is, am I ok looking at these as 4% positions, or would I be better to look at this as 12% position moving to 16% wrt Brookfield products??
Read Answer Asked by jeff on July 18, 2024
Q: Hello,

Can you please compare each of these companies using the valuation metric you believe to be the most appropriate given their business models?

Thank you
Read Answer Asked by Keith on July 18, 2024
Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?
Read Answer Asked by Edward on July 10, 2024
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Read Answer Asked by Judith on July 03, 2024
Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!
Read Answer Asked by Duane on July 03, 2024
Q: BAM is currently overvalued per Morningstar (price of $51 vs fair value of 44 ish).
BN is currently undervalued per Morningstar (price of $56 vs fair value of 60+ if I remember correctly)
Would you agree with this valuation?
I am currently owning both BN and BAM. The BAM holding was spun off from the BN holding. I just want to simplify into 1 holding. Would it make sense to sell BAM and add to BN here? My priority is growth as the horizon is 10 + years. Thank you very much.
Read Answer Asked by Anh on July 02, 2024
Q: I have a TFSA account, and would like to add more for investment. I am very happy the current performance and would like to look for those well sleep Canadian’s stock. Any suggestion?
Read Answer Asked by kwokwai on July 02, 2024
Q: Hi, Further to my comment on BBU/CDK, the media still mention BBU as the owner of CDK. But with the BAM split in 2022, hard to know who owns what.
BN stock has not really moved in the last 5 days compared to BBUC. Might explain why Gordon was not happy on Tuesday.

https://www.bloomberg.com/news/articles/2024-06-20/brookfield-business-partners-slips-as-hack-hits-car-dealers

Read Answer Asked by Denise on June 27, 2024
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