Investment Q&A

Q: Top growth suggestions for early January TFSA?

Q: Happy New Year to the 5i Team. I enjoyed Lightspeed on its ascent in my TFSA, and suffered buying back too early. I believe, supported by some analysts, that it has a future. Should I take my lumps, sell LSPD and invest the proceeds to increase my position in BN to 4%, or continue to hold LSPD. Which stock does 5i feel will generate the best overall return over the next 5 years?

Q: My 21 year Daughter has a small TFSA with some Stocks and a ETF. What are a few Growth stocks that you would recommend for the longer term. Looking for some suggestions for stocks that have good growth prospects and would be more that could buy and forget about.

Thank you

Q: I assume the dividend for both will be paid in USD. Can you confirm? If so, I will transfer the shares to my UD non registered to avoid conversion costs :) Thanks and Happy New Year!

Q: Hi Everyone!! Again a question about Bam and Bn. Will both be paying dividends and if so, do you know how much?? Happy 2023, Tamara

Q: What does most companies do with the excessive cash they have on hand. I know dividends and share buybacks are common. I'm wondering if they are allowed to invest it in other stocks or assets. Right now, could be a huge opportunity just like after the 2008 financial crisis.

Q: If one were to sell BNRE or BN at a capital loss and purchase BAM with the proceeds would this stay onside with 30 day rule?

Q: Has the spin-off gone well or it went badly? Seems like a significant drop so far..what happened? And what is the future? If I want to capture capital losses whic one should I sell (BAM or BN or both) and which should I buy after one month? Thanks.

Shyam

Q: Does BN have the same potential for growth as BAM before the spinoff?

Howard

Q: If one were to sell BNRE at a capital loss and purchase BN with the proceeds would this stay onside with 30 day rule?

Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?

Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names

Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.

Thanks,

Jim

Q: Could the weakness in Brookfield shares be attributable to them funding $250 million of Musk's purchase of Twitter which he has stated "has been in the fast lane to bankruptcy"? New shares are being offered at $54.20 so Brookfield may have to cough up more too.

Apparently it's Brookfield Growth that stands to lose the money - is this an arm of BN or BAM?

Q: I note you recently indicated BNRE is only convertible into BN. I have only had BNRE for a few months. Hoped it would maybe pop 10-15% in 4-6 months. What are the advantages/disadvantages if converting BNRE to BN and would you recommend someone do that now or is there an advantage to wait until sometime next year (or not convert at all) ?

Q: Hi Peter, Ryan, and 5i Team,

Sorry for yet another Brookfield question! In my RRIF, I hold these three Brookfield entities: BEP.UN, BN, and BAM.

As a retired investor who likes dividends, and is underweight in utilities (due to recently selling AQN) and is overweight in financials, would you endorse selling BN and BAM, and using the proceeds to buy more BEP.UN? Or is there a flaw in my thinking?

Thanks as always for your timely advice, and happy holidays to everyone at 5i.

Q: In several of your responses you have stated that "BN will be more growth oriented, BAM more income-oriented. " You also state "We like BAM at the current price, with an attractive and secure dividend." However, TD Webbroker shows BAM with no dividend whereas BN shows a yield of 1.77%. Am I missing something here? Thank you.
Dennis

Q: Any co. specific reasons for sharp drops on these companies besides tax loss selling. Pltr - 7.92% with $6.35 new low, Eglx 8.2%, Dir.un 2.9%, Stc 6.9%. When does tax loss selling finishes & will the bulk be done by friday this week? Txs for U usual great services & views

Q: Which shares are BNRE exchangeable for, BN or BAM

Q: Hi Peter and Staff

Add me to the list of dazed and confused .

I thought the new spin out was BAM , will distribute 90% of earnings from “asset management” and be “asset light”

How can their significant holdings in BIP and BEP be under BAM?

What does BN own ? Looking forward to that report you are working on .

Thanks for all you do
Dennis

Q: Hello Peter,
I know you may not provide 100 percent guarantee on this answer but am now getting worried. I am not very impressed at our investment managers (when reading news papers or watching BNN) as it seems not many are doing proper research.. For example, AQN was a go to stock but all of a sudden with bad results, everyone is bailing out.. it was obvious that with high rates, utilities would be hit ; why is this a big surprise now and most managers are bailing out.. xbc wow what a stock to buy ; all of a sudden it is bankrupt.. With BAM and BN, BIP, i am not worried about the stock price. I think the leadership is smart but i am worried about potential accounting issues. I know you have said that the issue has been brought up before, but in your opinion, is it something to be concerned about in terms of reducing 5 percent weights. I would hate the shoe to drop again.. if you owned the companies in Brookfield, would you be worried about accounting issues? Since you are not pushing the stock purchases, i am thinking your answer is more objective.. Please advise.

Q: I hold shares in BN, BAM, BIPC and BEPC. I am now underwater with BIPC, which I have held for its generous dividend. Given BN seems to be struggling even more than BIPC for shareholder love, would you suggest selling BIPC for a small tax loss and replacing it with BN? Looking for a 3% dividend with some growth. Thank you.