Investment Q&A

Q: I am considering selling off my shares of BEPC and using proceeds to buy BN. I know BEPC has a larger dividend - will BN's growth be able to overcome the loss in dividends?

Q: Hi team,
Can you comment on Gsy earnings. What was expected for numbers? It seems revenue growth was much slower than normal here for these guys. Concerning?

Thanks ,
Shane

Q: I was under impression from your answers on BN and BAM that BN would outperform BAM in share price since BAM pays a dividend. Looking at both stocks the opposite is happening. BAM is outperforming BN and even more so when the div is included. Could you confirm? If my observation is correct could you explain how this is happening? Again, if i am correct and BN was your holding, would you switch to BAM? At this point i am not looking for a div so i would be fine with dripping. Is there a possibility of this trend reversing? I guess i could own both. what would be the split ratio that would reflect the relationship between BN and BAM that you would suggest?

Q: The above private equities companies have taken a significant dive over the last few months, disproportionally volatile coamoted to the SP500. Can you please

1. Comment on the reasons for market underperformance in this sector

2. Are any of these must owns ? (I know BN is a favourite of your’s, I own a 3% position)

3. Can you rank them in terms of preference for total return over 5 to 10 years? I am open to you including onex in the list.

4. if I wanted to increase my exposure to financial (I am underweight financials, and moreso on the US side), would you look to topping Brookfield or adding a second name?

5. How much sector exposure to this sub sector would you recommend in terms of Portolio allocation for a growth invester?

Thank you and please deduct credits as you deem necessary.

Best,
Karim.

Q: Texas is doing very well - do you have 2 or 3 recommendations for banks/financial institutions centered there? Thanks

Q: Could you please comments on the results and dividend raise.

Do you think, this earnings report is good enough to remove the recent overhang on the stock ?

Thank You

Q: Please comments on the Intact Financial earnings.

Are you concerned about the performance in UK&I ?

Stock has been very strong, going into earnings. Do you see more room to run ?

Thank You

Q: What’s your opinion of BAM’s result of Q1FY25 published this morning? What’s your opinion of the outlook? How can they invest, build and grow the business when, as I understand it, BAM’s strategy is to return most of the FFO generated to shareholders?

Q: Could you please provide street estimates for IFC. Thank You

Q: Your comments on earnings (X) please

Q: Could you please give me your thoughts on PayPal? I know you have said before you prefer other names in the space. PayPal reported earnings last week and revenue is still falling. Unbranded TPV is really dropping. But growth in branded experiences and Venmo are accelerating. Management is trying hard and am wondering if I should give them a few more quarters. Thanks.

Q: Considering adding to a small position that I'm even on, according to RBC, there are only 4 analysts covering this stock, 1 sell, 1 hold and 2 buys. I know 5i highly regards this company, in my mind for a good reason, I would have thought it would have more than 4 analysts and would have had a better rating. Curious why someone would rate it a sell?

Q: May I have your comments on earnings please

Q: What a big drop today, any reason? Is that because the earning missing or Buffett is stepping down? What your advise for the future of Brk.B? Do you think Brk.b still go for buying or holding? Many thanks.

Q: Hi group am short on healthcare and financials'.

Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?

Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help

Q: For ethical reasons I wish to no longer invest in this company
This company is part of your Balanced Portfolio.
I wish to keep my balanced portfolio balanced across the different sectors.
Please suggest an alternative stock keeping in mind the balanced nature of this portfolio

Q: I would like to add to both positions. They are performing very well. I wonder if I should wait for a pull-back. Both equities are for long term hold. Please advise.
Thank you!

Q: Could you comment on acceptable position size range for BN?

Q: Hi Peter, interested in your short term and longer term thoughts on BRK since Warren's announcement that he the legend is passing the reins to Greg Abel this year while he (W) will maintain a more advisory role. We all knew it would come but lol though it's still rattling inc making many of us feel older as well. The stock will likely drop on this, especially when combined with the tepid quarter. How much of a premium is built in due to Warren vs if it was just another holding company. Greg Abel (from Edmonton) is obviously extremely capable and we love his humility, energy and endorsement but how will the market see this ? Where would you add ? Thank you.

Q: What is the 5 year return including dividends on Bn,Bam?
I notice their price is only $1. Apart, same year high of $90, yet Bam dividend is $3.75 U.s. while Bn is $.36 U.s.
Would Bam be the better choice for a 5 year total return?