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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: Greetings, currently hold Great West and Sunlife well rewarded to date. Thinking of switching Great West for Dream REIt based on your Sept report. Objectively long term does it make sense., thanks Bman
Read Answer Asked by Bevan on November 05, 2024
Q: Two questions (please take as many credits as needed):

Question 1:
BN has a 73% ownership interest in Brookfield Asset Management. BAM has a market cap of about $29B. How could one calculate the value of this 73% ownership of BAM based on market cap? I wasn't sure if the 73% was a figure of the total shares outstanding (and therefore value may be calculated as 0.73 x $29B) or whether the 73% interest was outside of the publicly listed shares (and therefore value would be calculated as much higher).

Question 2:
Based on the corporate restructuring announced, it says that "If approved, BAM will own 100 per cent of the asset management business, with Brookfield Corp.’s current 73 per cent interest held directly by owning approximately the same percentage of the publicly traded shares of BAM." Can you clarify what is changing here?
Read Answer Asked by Mike on November 04, 2024
Q: In your response today regarding BN, you said they were looking at moving their hq to the US. I think that was a typo, since it seems only BAM is looking to move their hq and not the parent company BN, correct? Also I see some more recent info came out today, see here. Can you explain to us BAM shareholders what this means for us? Its a bit complex, and i'm not sure if us shareholders get hosed on this move. Thx
Read Answer Asked by Adam on November 01, 2024
Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help
Read Answer Asked by Terence on November 01, 2024
Q: How closely would you consider the bitcoin craze with that of tulipmania in Holland centuries ago? Should bitcoin turn out to be a tulip, how will that reverberate around the markets?
Read Answer Asked by Stephen on November 01, 2024
Q: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further." Do you still hold to this glass-half-full outlook, or should we be concerned that the (dominant) insurance side of FFH's business will be penalized for a lowered outlook?
Read Answer Asked by John on October 30, 2024
Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help
Read Answer Asked by Terence on October 30, 2024