Investment Q&A

Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: I was under impression from your answers on BN and BAM that BN would outperform BAM in share price since BAM pays a dividend. Looking at both stocks the opposite is happening. BAM is outperforming BN and even more so when the div is included. Could you confirm? If my observation is correct could you explain how this is happening? Again, if i am correct and BN was your holding, would you switch to BAM? At this point i am not looking for a div so i would be fine with dripping. Is there a possibility of this trend reversing? I guess i could own both. what would be the split ratio that would reflect the relationship between BN and BAM that you would suggest?

Q: What’s your opinion of BAM’s result of Q1FY25 published this morning? What’s your opinion of the outlook? How can they invest, build and grow the business when, as I understand it, BAM’s strategy is to return most of the FFO generated to shareholders?

Q: For ethical reasons I wish to no longer invest in this company
This company is part of your Balanced Portfolio.
I wish to keep my balanced portfolio balanced across the different sectors.
Please suggest an alternative stock keeping in mind the balanced nature of this portfolio

Q: What is the 5 year return including dividends on Bn,Bam?
I notice their price is only $1. Apart, same year high of $90, yet Bam dividend is $3.75 U.s. while Bn is $.36 U.s.
Would Bam be the better choice for a 5 year total return?

Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.

Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks

Q: hi 5i. sorry for the number of equities in this. you seem to like all (most?) of these companies. I have none of these in my portfolio, but have been trying to get in at lower prices. can you please rank as buy, sell, or hold. can you flag any that you have more concern with re the uncertain investing markets right now ie any to totally avoid? could you give a price point at which you would be buyers of the equities.
cheers and thanks, Chris

Q: Good Evening

1. In buying and selling stocks how much weight one should place on technical analysis ?
With respect to BAM, a broker's technical analysis section indicated, on March 7/2025, that this security could drop to a range of 50-54. The event on March 7/2025 was described as "Megaphone Top".

2. Is there any explanation as to why BAM dropped 23% from its peak while the TSX dropped only 7% as of today ? Do you recommend adding at this level or holding ?
I will appreciate as always your insight.

Q: if i already own bep.un and bip.un do you think also buying bam is to much overlapping in the brookfield family. thanks have a 5% weighing in each before bam.

Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.

Q: I own BN with no intention of selling, but I find the dividends of the other Brookfield's interesting for my RRSP account with the potential of some capital growth as well. I know this type of question has been asked in the past, but not since the market downturn. Would you see a benefit of owning any of the others along with BN, and if so, which ones, and what would your total percentage of Brookfield holdings be. Thanks!

Q: As they have moved to U.S. is there now a withholding tax on their dividends?

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help

Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio

Q: Hoping to increase my position in BAM. Are we getting into a good opportunity or would you wait a little longer during this turbulence?

Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim

Q: Sorry for query of this nature, but does ownership of BAM.CA have to be reported on T-1135? thanks for help[. Bill

Q: this email is in response to a question asked by Christopher on Feb 27, 25
please publish on 5iR
the Brookfield group of companies make up over 10% of the market value of the Toronto Exchange

to be up front, I hold Brookfield Asset Management (BAM), Brookfield Corporation that is the holding company that owns 70% of BAM, and also Brookfield Infrastructure

BAM, a dividend income stocks, is an asset play, meaning it takes in money from private investors and pension plans and other entities and then invests it on behalf of these groups of entities

nowadays, Exchange Traded Funds (ETF), either active or passive, are overtaking Mutual Funds, especially in the US

so as to attract attention of US ETFs, BAM is going to be domiciled in the US.....but the management will remain in TO....and this change is to encourage Americans and others to invest in BAM, increasing the profile by being listed on US stock exchange as well as the Toronto Stock Exchange

Mark Carney is the Chair of BAM and oversees the Board of Directors....the executives of BAM recommended this change of domicile to the US....it was then submitted to the Board of Directors and was approved, chaired by Mark Carney

Pierre Poilievre, leader of the conservatives, likes to say it was Mark Carney that approved this change.....BUT THAT is FALSE as it was the elected Board of Directors of BAM that approved the change of domicile to the US

me, email this to CLARIFY the TRUE FACTS....Tom