Investment Q&A

Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet

Q: Hello,
Which one would you add to and why? Long term hold and I don’t need the dividend. Thank you!

Q: Down for a long time.

Keep or sell and replace with most promising
Canadian growth company

Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective

Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.

Q: Hello,

I have a sense of how you will answer this question but I hope you can elaborate a provide a bit more of your thought process.

Both BN and bbu are “holdcos” and have a holdco discount. Which do you think is cheaper? And if BBU is significantly cheaper why not give that a bit more of a closer look as an investment? Even though BN has the Asset Manager ownership, which is the holly grail (and some ownerships in the other spins and real estate).

Q: You recently said that BN has more upside potential than the Canadian banks. However, I can't bring myself to trust BN management for a number of reasons, including opaque financials, constant shuffling of assets, too many interrelated corporate entities and emphasis on non-GAAP measures rather than good old-fashioned earnings. What gives you confidence that BN is a better long term investment than the Canadian banks?

Q: Hi, how much of BN's business is roughly in the real estate part of the corp? Can you provide a breakdown of how much of each business line makes up BN?

Also, is it correct that BN invests alongside investors in their funds? Or are they making private investments with just their own capital? If so how do they balance that ?

Q: Good morning, At times you guys talk about a good company that has a long runway in the future but for now the investor will have to be patient. Wouldn't it make more sense to sell these stocks for the time being and invest in something that should have more short term potential? Typical of an Opportunity cost. A couple examples would be Aritzia and Brookfield, BN

Q: Both these companies are having a disastrous ytd 2023.Do you see any reason to own either in 2023 given both the real estate and retail outlooks for the year

Q: Hello,

If the market were to turn over, how much lower do you believe BN could trade? Maybe you could provide a low, medium and high point based on hard or soft landing.

I’m hoping most is priced in lol.

Have a good weekend.

Q: This stock I bought at 66.00 is now 40.00 is it a sell , a hold or buy more.

Q: I am absolutely stunned by your constant promotion of BN.Why is this?
The dividend is almost none.
They have a high portion of their investments in commercial real estate,which looks more scary by the day.
The market keep telling us for a long time that BN is overpriced.
So why oh why do you keep mentioning BN in a favorable manner?
I know they are around for a long time,but so was Nortel and GE.

Q: Buy BN or BAM? why?

Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!

Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR

Q: Paul today asked about exchanging Brookfield reinsurance shares for BN. Are all of the Brookfield shares interchangeable? I have some BAM that I have been planning to sell. But, if they are interchangeable that may be a better option.
Thanks as always

Q: I have 400 BN with an ave cost of $39.24 and current price $42.16
I also have 2 BNRE-ave cost $56.18 and current price $42.56

What happens if I transfer the 2 BNRE into BN with the different average cost and current prices?
Would it be better to keep them separated?

thanks,

Paul

Q: Which stocks are cheap and buyable Can be trade or long term hold.

Q: Dear Peter et al!

I am not good in coming up with limericks! If I were, I would somehow use Peter/Ryan and TD/BNS/BN in a limerick ! If I said you folks sound like a broken record it would be rude. May I say you sing that lovely tune that consists of notes TD/BNS/BN/RY always! Faithfully endorsing a buy on the above mentioned stocks.

But here is my question based on my mild bewilderment! On one hand your faith in BN is linked strongly to Mr. Bruce Flatt's managerial skills. But on the other hand BNS's CEO didn't meet your approval and you were at best very tepid in welcoming him! TD's foray into the M&A domain was a disaster!

Having said that my faith in your suggestions is unshakable! With this in mind, can you rank order these stocks in terms of priority of buying at this stage. How long do you think one has to wait for these stocks to return to decent price range. a year or two or three? Your crystal ball is lot clearer than mine!!

These are going to be held in our TFSAs and plan to buy and forget about them for a while! Keepers and not traders!

Mano