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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: Good morning. I am looking to invest ~ 2% weight into the Brookfield "space". I am a recently retired, relatively conservative, investor focused more on income than growth right now, and am targeting an annual minimum of 3-7% dividend growth rate.

Of all the Brookfield companies, if you had to choose one in the above context, which one would it be?

Thanks as always.

Trevor
Read Answer Asked by Trevor on March 07, 2024
Q: I'm looking at BIP and BEP primarily for dividend reliability and some growth. According to Morningstar, they both have very low return on assets (somewhat understandable given that they are very asset heavy) but also return on equity.

Normally, that would be enough for me to avoid the stock but they are both generally well thought of by analysts. What am I missing?

Thanks
Peter
Read Answer Asked by Peter on February 29, 2024
Q: I am starting to plan for year end tax losses taking. Although these companies pay good dividends, I have capital losses greater than the dividend income. Do you have any thoughts on the potential of these companies to recover in 2024.
Read Answer Asked by Nancy on November 08, 2023
Q: These stocks of the same company appear to be trading at around a difference of US$10. The 5i blog is very helpful in explaining the difference in the two classes of shares and notes that the only real difference between them is that the BIPC class of share has a broader range of appeal for certain buyers and therefore greater demand than the BIP class.

So my question. Is the current difference in pricing related solely to a greater demand for the BIPC shares? Maybe I have missed something?
Read Answer Asked by angus on March 08, 2023
Q: Good morning - I sold an interest in BEPC to generate losses over thirty days ago. My intention was to buy back in as I do like the whole Brookfield family. I still have BEPC plus positions in BIPC and BN. I do like dividends but I have a ten year horizon and am wondering which Brookfield to purchase. Your guidance would be appreciated. Thanks Al
Read Answer Asked by alex on February 15, 2023
Q: December 2022 sold BBU and BBUC for tax loss using BN as a proxy. Now after 30 days considering whether best move is to buy back BBU or add to BAM or BIPC or standstill for awhile. BN is 4.5%, BEP is 3.55%, BIP is 2.52% and BAM is .97% of my portfolio where the investment objective is to hold a growth-leaning dividend-paying balanced portfolio. What would be your choice?
Read Answer Asked by William Ross on February 06, 2023
Q: Year-end results were published this morning. FFO was up substantially which Net Earnings were down considerably. Would you provide your Comments on this and how these results should be interpreted?

Also, would you please explain what the differences are between these two companies & why there is not just one stock?

Thank you.
Read Answer Asked by Ross on February 02, 2023
Q: Hello 5i,
I hold bep:us and bepc:us also bip:us and bipc:us. Is it worth trading in the bep:us for bipc:us and bep:us for bepc:us? Is there much advantage to do that? If so what is the most efficient way to do that?
Stanley
Read Answer Asked by STANLEY on January 18, 2023
Q: I am a 76 year old income investor. 3% of my portfolio is held in BIP, BIPC and BEP. I just sold my CU for my RRIF withdrawal. I now have about $40,000 with which to invest in our TFSA accounts. Analytics shows I need 5% more of healthcare, industrials and technology. I am thinking of adding BIPC.TO. and/or CPX to replace the CU. Please provide other income ideas.
Thank you
Stanley
Read Answer Asked by STANLEY on January 09, 2023
Q: I have been following the Questions and have been a keen reader of the opaque notices and statements from Brookfield . I own units in all the subsidiaries mentioned above too. So I am trying to keep position size of each in mind when I look at the BN holding corp and allocate it to the various sectors, Months ago, before the split you had answered a question confirming that the BAM.A sectoral breakout was 39% financial, 35% RE, 16% industrial, 10% energy?? Does this breakout still apply to BN and/or BAM or is there a new breakout given the spinout of the new corporation.
Read Answer Asked by William Ross on December 20, 2022
Q: Hello Peter,
According to your response, Veritas Research put a sell on BIP.UN; where do you get latest upgrades / downgrades as on the TD app, i have not seen it yet; also, do you agree with this assessment? From what i have read so far, it is solid.. when downgrades are done, is it due to current situation only or does company, Veritas, feel long term outlook is not good for BIP.UN ? Is this something Brookfield would respond to or they would rather focus on the business and let results speak for themselves? Thanks very much
Read Answer Asked by umedali on December 20, 2022
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