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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 currently have 40% of my portfolio in Canadian banks, utilities, BN,TOI, LMN and other dividend paying stocks Mostly purchased in the last year. I'm considering legging 60% of my remaining cash in my portfolio into VTI and VUS in the next 10 months. Do have any thoughts or concerns?
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.

Thanks
Brian
Read Answer Asked by Brian on August 22, 2023
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Read Answer Asked by DAVID on August 21, 2023
Q: Saw a pundit on BNN last week who was short BN. I can't recall his name ......I don't pay much attention to the shorts but he did say one thing that interested me. He said that 80% of BN's NAV is the property owned by Brookfield Property Partners . Can you confirm that and comment on the significance of that figure if any ?

I'm also thinking or swapping my position in BEP.UN { up 238% in a RRIF } for BN on a " What have you done for me lately ? " basis . Quarterly reports seem to be dependent on the weather ...... I've also noticed that even when they have a bad quarterly report the stock does not get punished which confuses me ...... Anyways would you endorse a switch from BEP.UN to BN ?
Read Answer Asked by Garth on August 21, 2023
Q: In a recent answer from 5i, it was said that BN was "sitting on a lot of capital waiting for attractive buyout opportunities".

A few questions I have are:
Do we know how much capital or cash that BN has to buy attractively valued opportunities? If they were to deploy this capital, would it move the stock positively? Historically, does BN buy slowly or do they make large purchases?
Read Answer Asked by Mike on August 18, 2023
Q: Hi,
Answer to Peter’s question on Aug16:
“ For example, last year BN shareholders got 0.25 BAM shares for each BN share, and that is worth $11.50+ per share. “ What? My BAM shares were split Dec22 in “new-BAM” and BN . I'm confused ...
Read Answer Asked by Denise on August 17, 2023
Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?
Read Answer Asked by Peter on August 16, 2023
Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.

Thoughts?
Read Answer Asked by Mike on August 16, 2023
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
Read Answer Asked by Robert on August 15, 2023
Q: I have been very disappointed in BN, despite the ongoing critical acclaim for this stock. I am thinking it and reinvesting the proceeds in CPG and GSY which are doing much better. Please share your thoughts. Thanks!
Read Answer Asked by Jim on August 08, 2023
Q: It just occurred to me, and I thought your members might be interested, that BNRE is a better choice than BN for those of us subject to clawback of benefits such as OAS. BNRE pays the same distribution as BN but it is a return of capital instead of a dividend. So there is no tax to pay in the year received and there is no gross-up of the distribution. In addition, BNRE is convertible at anytime into BN shares. Seems to me that many people should be switching to BNRE instead of BN.
Read Answer Asked by Earl on August 08, 2023
Q: Good Morning,

Retired income investor. Large position in BN with very low yield but growth potential.. Wondering if you thought it would be a good move to sell BN and buy BIPC, BEPC and BAM or any other suggestions. Have some of each already. Don’t need the money but this would improve cash flow which could be used to purchase more equities.
Read Answer Asked by Dave on July 30, 2023
Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You
Read Answer Asked by John on July 27, 2023
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