Investment Q&A

Q: I have held a large Position in BIP.UN in my RRSP for many years. The equity has done OK but in looking back wonder why my Financial Advisor didn't suggest i rotate this into BN or BAM to gain max returns.

I don't need the income and it seems alot of BIP.UN's return comes in the form of the dividend which is not treated favorably within a Registered Account so BIP.UN seems not best for RRSP.

How would you suggest i better allocate these funds within a Registered Account between Brookfield companies to gain max benefit and at what price(s) would you suggest the switch?

Just on a side note i previously also held BEP.UN and my advisor suggested it was rated a Sell by Veritas so i let him sell at a very inopportune moment ($33). He claimed Veritas had a Sell on all Brookfield companies. Is Veritas a reputable rating Agency because they seem to just dislike any and all Brookfield entities?

Q: I would like to just buy one of either BNS or TD. Considering both the size of the dividend and potential for stock growth - which would you choose today?

Q: BRO was such a good compounder for years. But since its last big acquisition its hitting 52 week lows, on top of the insurance sector struggling. Is this becoming a great buying opportunity or likely more issues and compounding story is behind them? Thx

Q: I received notice from my brokerage that contained a US news release for Upbound Group that announced a new cfo- one coming from GSY. Can you confirm that this is another mgmt change at GSY, not previously reported. If so any worries on the executive turnover, I know GSY has a deep bench but so many senior level changes are troubling to me.

Q: For growth in my TFSA, would you prefer TMX Group over GSY and why? Thanks

Q: These companies are classified as 100% financials and 100% Canada. Doesn't holding ownership of BIF and others make them diversified across sectors and countries? Thanks

Q: Four seems to be struggling. Any particular reason why?

Q: Hello 5i,

We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.

Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.

Thank you

D&J

Q: Hi. What are your thoughts on Tradeweb Markets (TW) as an investment at this time? What are the consensus forecast earnings and EPS for this year and next? Do you see any redflags on it?

Q: No question; just a thank you. In September in a question you suggested sitting this one out into year end. The stock is down 45% today so I dodged a bullet with your assistance.

Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada

Q: Do you think they are a diamond in the ruff and could you share your insight into this one?
Thanxs as usual!
Gary

Q: Would the 40 $ range be a good time to load up on this one? Thanks Larry

Q: Can you highlight the benefits to BAM of their agreement announced this morning.

Q: Hi Peter, BRK reports this coming weekend; thoughts on downside vs upside from here ? Drifting lower today thanks to a KBW downgrade. Thank you.

Q: Galaxy Digital has announced their intention to issue $1B of exchangeable senior notes. As a result, the stock has fallen about 9% in after hours trading as I write this.
Buying opportunity?
Does this change your overall view of the company? (I assume it doesn’t)
Why would the market have such a large reaction to this news?

Thanks

Q: I see Galaxy is down after hours on news of some sort of a share offering. Can you comment please? I’m guessing that this is not an issue - growth companies need to raise money to gown. Just interested in your comments. This stock has been a good performer for me and I was planning on just holding. Thanks,

Jason

Q: What do you think of TMX Group results ? Any chance, stock could recover from a precipitous decline over past several weeks ?

Thank You

Q: What do you think of this company? Debt, growth, mgmt etc? And given ongoing stablecoin and crypto adoption how should it do?

Q: I read your recent material on KNSL. I have been an owner for quite sometime and watched it bounce up and down between $420 and $500 in the past year. The reaction to earnings was surprising to me and I intend to add more. Please share your perspective on earnings and what you might expect to happen with the company over the next quarter or two. Is accumulating here sensible and do you still like it? A 12 month price target if not too much to ask would be great as well.