Investment Q&A

Q: Crystal ball time, do you think the bottom is getting close for BAM ? Thinking about it for a 20 year hold in a TFSA ?
Thanks for all you do for the retail investor.
Steve

Q: I have held BN for a while, and was up nicely and now back down to a very minimal gain. This has got me looking at BAM - also down, but at least a nice dividend to soften the blow. Also, BAM is near its 12-month low (of course, might be a reason for this). Between BN and BAM, which do you think has the greater chance for gains over the next few years? If they are similar, does it make sense to move to BAM and at least receive a dividend?
Thank-you

Q: Since last summer BAM has steadily fallen 35% and shows no sign of reversing the negative direction of it's price chart. I would appreciate your analysis of this negative price direction of a supposedly quality company.
Thank you.

Q: Is BN and/or BAM susceptible to the credit risk like private credit like black rock?

Q: I have held Welltower in my RRSP for several years, and it has appreciated very well. However, I am thinking I will sell it and use the proceeds to enter BAM (higher dividend and an opportune time to buy).
What is your current opinion of WELL?
Would you see this switch to BAM as favourable?

Q: Thoughts on aggressively adding at these prices ?

Q: Recently we have seen many blue chip stocks that had done really well pull back.

Companies like RBC, TD, BN, SHOP, MFC, CNR, CP, JPM, GOOG, MSFT, BRK, and others…

What are your favourite five Canadian and US large cap names that have pulled back recently? Would you be a buyer today or would you wait until the market settles a little?

Thanks
Tim

Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J

Q: In your opinion, which one will have provided a better total return in three years?

Q: BAM seems to be on a downward slide. Would you sell or hold the stock?

Q: what is your view on BAM for 2026?

Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd

Q: Hello,

I would appreciate your views on TRIN for an investor seeking income as part of a diversified portfolio, and recommendations for alternatives to TRIN in the same broad category if you don't think that TRIN is an interesting investment.

Q: Anything in particular causing BAM to sell off so much today? Looks like it might be at a good price to pick up some?

Q: Hello,

In terms of valuation, which is the better choice, and also, is BAM much less risky than BN for a fairly conservative investor? It's been graphically much weaker than BN for some time.

thanks

Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:

1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.

2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.

3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.

Thanks

Q: Your thoughts on BAM's recent quarter and what these results suggest for parent company, BN, which I believe reports next week. Thanks.
Robert

Q: In response to some questions about Brookfield Corp/BAM sharp drop in Tuesday trading, I could add the following.

As per CNBC, there was a report today, related to perceived impact of AI on software Companies, which could seriously result in their profitability/business and eventually valuations ( already seen in publicly listed most software stocks). Most of the Asset Managers, with large books of private credit, having a fair portion of this credit related to start ups or early stage software companies, fell today, due to the fear of resulting losses and declining private valuation of such borrowers.

Most of the big asset managers were painted with the same brush, today, as it was not immediately known or disclosed, as to, which ones have significant exposures to such clients.

It might be helpful if you are able provide some more information about such exposure to the Brookfield group.

Thank You

Q: Bam is down seriously today. Is it related to today's announced acquisition?

Q: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott