Brookfield Corp has smartly shot up to $82, from $75 level a few weeks ago, with stock showing strong momentum. It seems to have followed its private equity peers, with a favorable scenario after Trump win.
Company is also due to report in a couple of days.
We have a very small position < 1%, but like the Co a lot, being one of your favorites.
How would you approach building a position to at least 2% ? Would you be comfortable adding some shares, before the results and so at what price range ?
What is your recommendation to further consolidate this position, after results, if any weakness and price levels, please ?
Q: Please comment on Firm Capital's recent results. I know you have considered it a high risk income stock but given that it has gotten its payout ratio down to 100% and its limited mortgage renewal over the next two years plus having high rate of occupancy in properties that are in demand, do you feel better about it now?
Q: I have a question regarding the ticker CORZ. I know you have provided information on MARA and would like your opinion on this name. I have bought some for my grandkids and am wondering with the election now decided and the new incumbent being pro crypto and the possibility of the government setting up a Bitcoin Reserve, is this a name you would be comfortable with? They just reported earnings yesterday. Thank-you!
Q: You have consistently talked about your admiration for BN operationally. It has been trading in range for almost five years and is now hitting out a large breakout, almost independent of its subsidiaries. I know their CEO had spoken about the benefits of dropping rates. Any other comments on the rally here? Do you see it sticking for BN and also compared to private equity peers?
Q: Hello 5i Team: As a long time holder of Fiera wondering if outflows of assets will continue and how the recent 4 billion will affect bottom line.Is the 10% draw down warrented? Thanks Mike
Q: What are your thoughts on BITCOIN. What is best way to play it or is there one.? I do not understand the future of Bitcoin Who uses it ? Do countries use it, do Corporations use it. Do Banks use it ? What is benefit of using it,
I know criminals use it extortion payments Trump and Harris were backing it. Was this because 80,000,000 U S Residents use it so they were both saying Yes to get their vote ?
Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you
Q: Hi,
I am curious as to your thoughts on this company - seems to have had blow out earnings - is this something you think should be on our radar? Or just a start up flash in the pan?
Many thanks for all your hard work!
Q: Wondering if there are concerns that other lawsuits or penalties are in the cards for TD. Are there any other pending actions against the company that need resolution, or is this in the final stages with all significant potential liabilities now in the open?
Q: Hello
Incredible move upwards since yesterday. Am up a lot since purchase-thanks to 5i. Priced with bitcoin moves and wondering about getting shook out with this big move. Do you foresee still higher prices and increasing forward momentum?
Thanks
Jeff