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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: With rising intrest rate banks should earn more but why Bank stocks are under performing?
Which sector should benefit from higher intrest rate?
Read Answer Asked by Nizar on February 23, 2023
Q: I previously owned some BAM.A Because of the complexity with tax reporting, I had this in a registered account. With the current set up, it appears that BN has more of a growth orientation, and this stock might be better held in a non-registered account. Do you have any idea what the distributions from BN might be composed of, going forward?
Thanks!
Read Answer Asked by Leonard on February 22, 2023
Q: Risk Adjusted returns - Canadian Banks.
I am, respectfully, highly skeptical of your recent assessment.
Such a wide range seems unlikely, especially with NA at the top and BNS negative.
Not sure what you actually mean with 5yr CAGR value or whether it includes dividends.
5i has said on a number of occasions that Canadian banks tend to move in tandem over time.
I would appreciate some clarification and confirmation.
Thanks
Read Answer Asked by David on February 21, 2023
Q: Good morning - I'm looking at my current BEPC holdings which are in a loss position. I also have BIPC ( gain position at this time), BAM and BN. I'd like your thoughts on whether to sell both BEPC and BIPC and increase both my BAM and BN. I like BEPC but am not emotionally attached to it. Best Brookfield moves for someone with say ten year investment horizon and a desire for dividends? Thanks
Read Answer Asked by alex on February 16, 2023
Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.
Read Answer Asked by Alexandra on February 15, 2023
Q: Good morning - I sold an interest in BEPC to generate losses over thirty days ago. My intention was to buy back in as I do like the whole Brookfield family. I still have BEPC plus positions in BIPC and BN. I do like dividends but I have a ten year horizon and am wondering which Brookfield to purchase. Your guidance would be appreciated. Thanks Al
Read Answer Asked by alex on February 15, 2023
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