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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: Hi 5i
Not sure if I have my facts straight on this questions, but, I Recently read that BMO is shopping/selling their portfolio of RV loans, which I think they inherited with the bank of the west deal....and that this is another red flag concerning underlying BMO profitability and negatively affecting share price., ect, ect....Is there any truth to this and in your opinion actually an additional red flag that investors need to pay additional attention to. If so how would this deal work and to what degree would you be concerned?
thx
Read Answer Asked by jim on November 01, 2023
Q: Hello 5i,
Now that interest rates have increased wouldn't you expect the likes of SLF and MFC etc to benefit sufficiently to tilt them towards improved momentum? Lots to worry about out there - is it just tunnel vision - the "fear" and worry being more prominent than fundamentals at the moment ?
Thank you
Read Answer Asked by mike on October 31, 2023
Q: Hi Peter/Ryan, in my RRSP account I have 100 shares of BN and received 25 shares of BAM . BAM as you know has the better dividend. Would it be wise to sell the 100 shares of BN and by the same amount of BAM, just wondering. Thanks, Nick
Read Answer Asked by Nick on October 31, 2023
Q: Blackstone reported earnings last week. What's your assessment and how will the results impact your opinion of the stock going forward. You've liked it in the past and recommended it as a buy, any change? Thanks.
Read Answer Asked by Randy on October 30, 2023
Q: Do you think the announcement by Blackstone and KKR that they are going to stop charging carry on their private equity funds has affected BAM share price in any way? Wy do you think it has gone down so much? Thanks.
Read Answer Asked by Michael on October 30, 2023
Q: Hi 5i,

Back on Oct 17-20, a few questions were asked about the waterfall in stock price of BIP, but there was only comments with regard to dividend stability and a few big sellers like BMO and Morgan Stanley. Yesterday (Oct 28th) a short report, by Keith Dalrymple, was discussed by Seeking Alpha (found under BIPC:US). Alpha wasn't too impressed and here are their conclusions:

"I held BIP for more than 10 years until I sold everything upon reading and thinking over the report.

Even though his report specifically targeted BIP, all Brookfield companies will be affected if the report is only partially true. In the world of alternative asset managers, reputation means a lot and it is questioned by the report."

Can I please have your opinion. Thx.
Read Answer Asked by Christopher on October 30, 2023
Q: These two stocks (and others) have relentlessly been sold off over the last 4 months. The main reason given by the experts typically is that interest rates are going up and are approaching/exceeding 5%. OK. I get that. But these both pay dividends which are 5%+ and dividends from a tax point of view are better than interest bearing instruments. So it must be that these sellers believe these dividends will not be paid in the future. Is that what is going on here and are they right? Is there a cash flow problem at these companies?
Read Answer Asked by John on October 30, 2023
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: How has debt grown for bip in the past 5 years? Is this debt level high/moderate/low? And how does it compare with cashflow growth over that time?
Read Answer Asked by Michael 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
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