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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: 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
Read Answer Asked by Shyam on December 23, 2022
Q: The spread in price between BIPC and BIP.UN has continued to widen to over 30% now. Do you think it is likely that Brookfield will convert more BIP.UN shares to BIPC at some point? It seems like this would be in their best interests if there is not tax or other issues preventing it from happening.
Read Answer Asked by Craig on December 22, 2022
Q: In 5iresearch data info the BAM has no info about its dividend and dividend frequency payments . Do you have this information on these and it payout ratio? I understand that this stock has been relatively recently created from the reorganization of the Brookfield Asset Management but is the data I am asking available for investors? I have looked on line for such data and appears to be available. Thank you . Miroslaw
Read Answer Asked by Miroslaw on December 22, 2022
Q: With the high yield of BAM I was planning to hold it in my cash account, yet today in a response to Jim you recommend it be held in a registered account. I am curious about your rationale for that recommendation. Do you know if the distribution will be a pure dividend? Thank you as always.
Dennis
Read Answer Asked by Dennis on December 21, 2022
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
Read Answer Asked by Jim on December 21, 2022
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?
Read Answer Asked by Jeff on December 21, 2022
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) ?
Read Answer Asked by Randy on December 21, 2022
Q: Selling BN:US for Tax Loss. Please suggest a proxy - I plan to buy it back after 30 business days.
Read Answer Asked by Ray on December 20, 2022
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
Read Answer Asked by Dennis on December 20, 2022
Q: Which shares are BNRE exchangeable for, BN or BAM
Read Answer Asked by Lawrence on December 20, 2022
Q: In my RRIF I own shs in Bip.un and Bepc.
Would It be better for a combination of growth,income and more variety of assets to switch the above to Bam?
Read Answer Asked by Terry on December 20, 2022
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
Read Answer Asked by Dennis on December 20, 2022
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