Investment Q&A

Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary

Q: Hi team,
I was looking for your best bets for my 2022 tfsa contribution. I was leaning towards either Bam, Toi, or Lspd. What are your thoughts? Or do you have a better choice or 2 out there? I have a long term investment horizon 10yrs plus; and have no issue holding so long as the story in the name doesn’t turn negative . Thanks and happy new year !
Shane

Q: If I only had room for one of these in my portfolio, which is your favorite?

Q: BEP is down 22% YTD what is going on with this stock...Buy Sell or Hold? i am thinking of selling it and buying more of the parent company BAM or do you have any other suggestions

Q: Do you think CIGI or BAM could be affected by the Evergrande debacle?

Q: What is your favourite Canadian growth stocks? Thank you!

Q: I think Brookfield Asset Management is a great company to invest in for the long term. I'm debating whether to acquire more BAM in CDN or USD but wanting to better understand the USD option. Can you help me understand the pros and cons of holding BAM:US in a USD TFSA vs. a USD RSP vs. a USD non-registered account? Thanks very much, your answers are always really helpful.

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

Q: Reuters is reporting that BAM is buying SGMS
But I see no press release from BAM, do you ?

Q: Currently have a 17% position in financials including the above. Giving the current outlook for interest rate, would you consider this position to be favourable. Why or why not.

Q: I have a position in BAM and am thinking of increasing it or adding a new position in BX to enhance my diversification. Does BX offer a range of different assets compared to BAM, or am I simply doubling up? Is now a good time for a purchase of either BAM or BX? Thanks.

Q: Which would you prefer for growth?

Q: An equal number of shares of BAM and BAMR are being held in my portfolio. They have been considered economically equivalent, with a small premium on BAMR initially. Today, BAMR is performing much stronger than BAM.
What is the reason for disparity in the performance? Please kindly predict which one will have a superior performance for a longer term. Thank you for your great service. Bill.

Q: I am considering buying some Brookfield stock BAM-A or BAMR. Do you have a preference on which one would be best?

Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Q: Good Morning to 5I team.

You are big help in educating and making us make better decision every day. I have BAM.A and BBU.UN. Looking to add more to BBU.UN. Over the next 3 years do you see a better growth in BBU or would still prefer BAM.

I am looking at Xela. I see that have a global presence and they mention that they serve about 60% of the fortune 100 companies. What is your opinion on Management, Technology, Debt, Cashflow and past performance. Do you see a good growth potential over 5 years. Can one start a position in it at current level

Sector and weighting do not matter. Have a good risk appetite but not looking to gamble.

Thanks

Q: With the new information released today by Brookfield around the Insurance company can you explain what it means. I'm a little confused by the details. It doesn't sound like a spin off where shareholders will own shares in the new insurance company. Also 1 share for every 145 Brookfield shares? Thx

Q: Thanks for all the insights provided by the team. If one wants to hold BAM in TFSA. Would you suggest US listing or Canadian?

Q: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.

Q: Hello Team: Could you compare this company to BAM.B, which would you prefer and why?
Thank You,
Barry