Investment Q&A

Q: Hello Peter,
I know you may not provide 100 percent guarantee on this answer but am now getting worried. I am not very impressed at our investment managers (when reading news papers or watching BNN) as it seems not many are doing proper research.. For example, AQN was a go to stock but all of a sudden with bad results, everyone is bailing out.. it was obvious that with high rates, utilities would be hit ; why is this a big surprise now and most managers are bailing out.. xbc wow what a stock to buy ; all of a sudden it is bankrupt.. With BAM and BN, BIP, i am not worried about the stock price. I think the leadership is smart but i am worried about potential accounting issues. I know you have said that the issue has been brought up before, but in your opinion, is it something to be concerned about in terms of reducing 5 percent weights. I would hate the shoe to drop again.. if you owned the companies in Brookfield, would you be worried about accounting issues? Since you are not pushing the stock purchases, i am thinking your answer is more objective.. Please advise.

Q: I hold shares in BN, BAM, BIPC and BEPC. I am now underwater with BIPC, which I have held for its generous dividend. Given BN seems to be struggling even more than BIPC for shareholder love, would you suggest selling BIPC for a small tax loss and replacing it with BN? Looking for a 3% dividend with some growth. Thank you.

Q: Now the tax loss season is over which would be your favourite 4-6 re-buys for January.
Publish at your discretion.
Thank you
PB

Q: Sell or hold BAM after the spin off. If Sell just dump back into BN or move to another name?

Bonus question since I have lots to burm.... I assume the spin off value becomes a taxable event? BN has the same share number and book as my original BAM.A shares and the shares of new BAM.CDN granted would be a capital gain for 2022 at their book value?

Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.

Thanks and Happy Holiday Season to you and all staff.


Donna


Donna

Q: If you were to buy 1 of the bam family today for a long term hold which would it be
Thanks Terry

Q: I would like to add to either of the recent spinoffs of Brookfield (BN, BAM). Which of the two do you feel has the most upside for 3 to 5 years. Thank You.

Q: Which one of the Brookfield entities is holding the office real estate assets going forward....BN or BAM?

Q: Hi

BAM:CA The number of shares is not appearing in my Portfolio Analysis.

What am I doing wrong?

Thank you and all the best in the New Year.

Cheers

Mike

Q: BAM, what is going on? down again big today? I bought down at 42$ and am now down over 10% in a few days? what have you missed? is there fraud at work somewhere? also, do you know why BNN website has a value for BAM on thurs. dec 1, 2022 of 37.32- 44.5$, which seems to include after hours trades ( in Canada, I have never seen after hours trades in Canada? do they exist, where does an investor see these?) , when the new equity did not start trading until 12/12/2022? was Brookfield trying to dump BAM? this makes no sense, and is not explained by broader market actions. do you have any guess as to whether this is a hold, sell, or buy now?

Q: well, call me 'a bit more nervous than usual...."

all brookfield companies are falling without 'real' reason

seems like more than just market noise

could it be, and fully understanding mr flatt is seen as the 'great compounder', that finally their obtuse/aggressive accounting on all entities is finally catching up with them?

you know, the tide is going out and we'll see who is swimming naked

thx

Q: When it comes to the new BAM and BN, what risk weighting out of 10 would you assign to each of them???......where 10 would be low risk and 1 would be very high risk?......Thanks for your take as this will assist me in determining my weighting of money in each of BAM and BN stock postions........Tom

Q: On December 10, 2022 the value of my BAM.A shares was $71,000. On December 17, 2022 the market value of BAM was $11,173.00 and the market value of BN was $53,546 for a total of $64,719, a loss of approximately 9%. Did the value of Brookfield actually drop 9% in one week? If you have an explanation it would be appreciated. Thank You.

Q: From Disnat website:

Changes to the U.S. Taxation of Publicly traded partnerships (PTP)
starting January 1st, 2023 (Internal Revenue Code section 1446).
New US regulations taking effect on January 1, 2023, will result in new withholding taxes for sales of publicly traded partnerships by non-US account holders.
Once these rules take effect in 2023, when a non-US national sells an interest in a publicly traded partnership, 10% of the gross proceeds of the sale will be withheld. The withholding taxes will be remitted to the US Treasury, and the non-US national will be responsible for filing a US income tax return and claiming any potential refund of the amount withheld. 

Will BAM be affected by this knew legislation?
Thank you.

Q: What are your recommendation's for my RIFF off 125,00.00 age 83 income or balanced portfolio

Q: I believe the combined new entities of the old Bam.a have lost 15% in the last three trading days.This combined with our previous ytd loss of approximately 22%.means Brookfield is down about 37% so far this year?Is this correct?What are they thinking?!

Q: Good morning. When Brookfield announced they would create Brookfield Corp, I doubled my BAM.A holdings to get a larger base in the new entity. Looking at the market activity after the fact would you sell the added BAM.A and buy the new entity for an even larger position or allocate the funds elsewhere?
Sorry just thought of this I've modeled a dividend portfolio for my son to enhance his retirement. I've included XBB for a bond position. My question am I being to cautious? Would you ignore them entirely or do a 70/ 30 conventional split? Any other bond funds you would consider? Merry Christmas
David

Q: Dear 5i,
I currently hold BIPC and BEPC in my NonReg, TFSA and Pension accounts.
In your opinion, which new split entiity; BN or BAM offers the least overlap with my current two holdings? Which entity gets the fees from BIPC and BEPC? These new entities are very confusing and it would be great if you published a special article about them and how we might use them.
thanks

Q: Will the 10% US withholding tax on dispositions and distributions of PTPs, levied against non-US persons effective January 1, 2023 apply to the old BAM.A or the new BN (or both)? And how is BAMR impacted?

Brookfield website says "section 1446(f) will not apply) to BAM.A but gives no detail, unlike their website on BIP (which details that section 1446(f) does not apply due to being Bermuda based and that the 10% exception rule applies)

I have a significant holding in BAM.A and want to know if I should take action prior to Jan 1, 2023

Q: Apologize for another Brookfield question, but like many others on here I'm confused with what happened with BAM.A
If this was a reverse split of 1-4, shouldn't the price of the stock have gone up (before trading)?

I had 400 BAM.A and now have 100 BAM for under $40 and BN isn't showing up in my account yet. The Investorline trader says he sees 100 BN in my account, so it should show up soon.
So 400 shares turns into 200 shares and unless BN is a lot more than BAM, this split is not looking right.

I know I'm probably missing something, but so far I don't get it.

thanks for any help,

Paul