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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: Last week we sold BN and BIPC (U.S. $) for tax loss. Since almost everything will be in decline over the next few weeks, do you suggest we leave the money in cash or buy another stock or stock which we could sell at a (probable) further loss to rebuy the original two? Could you suggest a couple of U.S. candidates please?
Thank you
Read Answer Asked by J on October 30, 2023
Q: Happy Sunday 5i researchers,

I am holding "BN" shares in my various accounts. Now received the following notice from TD waterhouse: what is the major difference between them? could you please elaborate the offer to help me understand? Thanks.

Brookfield Reinsurance Ltd. (“Brookfield Reinsurance”, “company”, “we”, “our” or “us”) hereby offers (the
“Offer”) to exchange, upon the terms and subject to the conditions described herein, up to 40,000,000 Class A
Limited Voting Shares of Brookfield Corporation (“Brookfield Class A Shares”, and each, a “Brookfield Class A
Share”), including the Brookfield Class A Shares that may become issued and outstanding after the date of the Offer
and prior to the Expiration Time upon the exercise of options or any other rights to acquire the Brookfield Class A
Shares (such options or rights, the “Other Securities”) for newly-issued class A-1 exchangeable non-voting shares of
Brookfield Reinsurance (“class A-1 exchangeable shares”, and each, a “class A-1 exchangeable share”). Under U.S.
securities laws, Brookfield Corporation may also be deemed an offeror with respect to the Offer.
You may tender your holdings for this Offer under the following option:
Option 1: Exchange - Under the Offer, each holder of Brookfield Class A Shares (each, a “Brookfield
Shareholder”, and collectively, “Brookfield Shareholders”) who has properly tendered Brookfield Class A
Shares, and who has not properly withdrawn such Brookfield Class A Shares, will receive one class A-1
exchangeable share for each Brookfield Class A Share tendered, on the terms and subject to the conditions of
the Offer, including the provisions relating to pro-ration described in the Offer to Exchange. (Subject to
proration.)
HOLDERS WHO DO NOT WISH TO TENDER NEED NOT SUBMIT INSTRUCTIONS.
Read Answer Asked by Lin on October 30, 2023
Q: Hello, Is it better to purchase Canadian bank stocks in a RRSP or non registered acct and why ?

What about U.S. bank stocks?

Thanks so much.

Read Answer Asked by Lorraine on October 26, 2023
Q: I am aware you had dropped FSZ from the The recent announcement of the drop in AUM has precipitated quite a drop in share price. My 3 part question is:
1) How safe would you say the dividend is?
2) Can you estimate the payout ratio at this time?
3) Is this the proverbial falling knife, or is there a basis for some share price (are we there?) where a buy is in the order?
Thanks! ... PK
Read Answer Asked by Paul on October 26, 2023
Q: Can falling share prices cause any difficulty to the operation of Canadian banks?
Read Answer Asked by Danny on October 25, 2023
Q: There haven't been many questions on RA of late. Now yielding a mind boggling 18% . That a lot for a fund based on real assets ..... Something happened in late August that took a third of its' value off . I believe that was a dividend cut ? What was the reason behind the cut ? With 73% of the fund invested in fixed income I don't understand the volatility .....Please review the structure and its' holdings and give me a fresh perspective of what this fund holds and its' investment quality. And explain why such a structure pays such a high dividend ? And if the new dividend faces the likelihood of another cut ? ......... Thanks Garth ....
Read Answer Asked by Garth on October 24, 2023
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