Q: Hi - you have often commented that you see BN as a better growth stock than BAM, and yet BN doesn't seem to be yielding a lot more growth.... How long do you think until it truly overshadows BAM?
Q: Do you have data on their current sector allocations? I have tried text searching and reviewing the Q&As for the past many months but cannot find anything. I also have positions in BEP, BIP and BIPC but I believe they are more narrowly focused on their sectors from what I read.
Q: Read u latest comments on SLF.How did it do in Asia?Do u think that MFC will continue its strong performance in Asia in the forthcominq Q on Feb 19. Is it buyable and a good entry price?.Thanks for u usual great services & views
Q: What's your view on the idea of opening up Canadian Banking to more competition and the effect it will have on their share prices. Will they still be a 'go to' for Canadian investors or do you anticipate a sharp decline? Great service, thanks.
Q: What do you make of the pullback in IFC? Just part of a general market pullback, thus would look at this as a definite buy level in and around $280...or was there something post earnings that should be of concern?
Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Q: I am interested in adding to my position here. Reasoning is - last two quarters show improvements, interest rates are lower and possibly will drop more, insiders purchasing shares. Your thoughts would be appreciated.
Q: You have spoken highly of OLY in the past. Is it a domestic story and would tarrifs have any impact on their business ? Would you have any concerns about increasing exposure before they report on 24 Feb ? Lastly, is the high dividend well covered ? Thank you.
Q: If Mark Carney becomes the next PM of Canada, would you expect a bump in share price for BN or BAM (similar to how TSLA rose after Trump's election win)?
Q: So Bill Ackman has a chunk of Brookfield Corp. shares. What percentage does he own ? What do you think he is up to ? I imagine the “ founding fathers “ would circle the wagons to prevent too much mischief from occurring. Any scenarios as to what could happen. I own some shares and am doing well , thanks to your recommendation. Derek
Q: Am I reading this right, so BN no longer owns the 76% of BAM's asset mgmt business? How much does BN still own of BAM the company?
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.