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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: I own 5% (my max) weightings in BIP.UN and BEP.UN. I've always wanted to invest in BAM.A, but avoided this with a concern of too much overlap. However, now with the upcoming BAM.A spin-off, could one then make more of a case ? i.e. to invest that 5% in the "Asset-light" unit once this split occurs?

If you agree with that, do you have any concerns with a 15% overall weighting within the Brookfield group?
Read Answer Asked by James on September 06, 2022
Q: I own a mixture of these in both my RIF and non registered accounts and wish to consolidate them so as to only own one of each. Capital gains and tax need not to be considered. Which version of these 2 companies would you have in each of my two accounts ? Thanks.
Derek
Read Answer Asked by Derek on August 24, 2022
Q: hello 5i:
regarding the 49% investment by BIP in INTC'S chip plant.
BIP is our largest holding, so we are concerned as to the significance of this deal and the effect on BIPs future. How significant is it?
And, with INTCs well-known failures of overpromising and underdelivering, poor allocation of capital and just bad management decisions, will an alliance with INTC not drag BIP down with it? Could not the company find a "more reliable" partner (ie AMD)?
How does BIP benefit in all of this?
I suppose that another way of asking this, is "should we lighten up". Tough, as we've held since 2015 and been very happy owners.
thanks
Paul L
Read Answer Asked by Paul on August 24, 2022
Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.

As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?
Read Answer Asked by James on July 15, 2022
Q: Hi,

Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.
Read Answer Asked by Graeme on June 09, 2022
Q: Hi Peter,

How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?

Your comments are much appreciated.
Read Answer Asked by George on June 07, 2022
Q: The difference between these two is fairly wide. I am under the impression the gap should have closed over time but it remains fairly high. I have a small number of shares of BIPC and a larger number of BIP.UN. Thinking of selling BIP.UN and buying BIPC with the proceeds, both have some gains. Both in a Cash account. Thoughts?
Thank you.
Read Answer Asked by Carlos on June 03, 2022
Q: I have some cash sitting in my RRSP and was thinking of adding to either Brookfield Infrastructure or Realty Income REIT. I had Costco on the list, but noted in answering another question, you recommended waiting. Of the two, which do you feel is the better choice today? Or should I continue to hold the cash a bit longer until the markets settle? Thank you.
Read Answer Asked by Kim on May 24, 2022
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