Investment Q&A

Q: How much Brookfield Infrastructure belongs to Brookfield Corp ?

Thanks

Q: In my RRIF , I am looking at selling one of these stocks to buy UMAX for its higher yield and diversified holdings. Forgetting portfolio composition , please provide the order in which you would sell first (1) and then to last (5).
Thanks. Derek.

Q: Hi,

Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.

Q: Which of the BN subsidiaries do you think offers the best overall return profile over the next 5-10 years and why.

Many Thanks
Scott

Q: 9:51 AM 1/20/2024
Does the US newly instituted tax rule on limited partnerships doing any business in the US now apply to BEP.UN, BIP.UN. BEPC, BIPC?
I have owned these for many years and all have very large capital gains in cash accounts so I am reluctant to sell them due to the crippling 10% 'disposition' tax on top of the big capital gain were I to sell. It seems I am caught in a tax trap! I would appreciate any advice on which ones are vulnerable to the tax and what to do.
Regards............ Paul W. K.

Q: I own both and would like to consolidate into one. Stock appreciation is more important than the dividend.
Thanks

Q: BIPC can be purchased in either Cdn $$ or in US $$. If it is purchased in US $$ are its dividends still eligible for the dividend tax credit?

Q: Regarding BIP.UN and BIPC, you answered to a member back in early November: “These are 'paired' companies and economically equivalent, owning the same assets. They are essentially the same company exactly.” Then, why is BIP.UN down -1.51% and BIPC down -14.50% over the last 3 years? I got those percentages from the Company Profile section, comparing the 2 companies together using the Interactive Chart with Percentage Change. Thank you

Q: Hi team,
BIPC is currently still 45% below its 52week high. Bn is now only 4% below its 52week high . Do you see BIPC playing catch up here ? Is it not a more compelling buy at this point than Bn while it’s down here , plus it’s almost 5% div ? I was looking for your thoughts if it would be wise to buy some BIPC at these levels and collect the nice div while waiting or sp recovery ?

Thanks ,

Shane

Q: Selling BIPC for tax loss and planning to rebuy iin 30 days. Can you please suggest a proxy? Or not.
Many thanks and Happy Holidays
C

Q: Hi 5i Guys

I've owned BIP/BIPC for several years and done well with it. But with all the new Brookfield offerings and re-structuring I don't know if it's still best for me. Looking for both Dividends and Growth and sticking with Brookfield, should I stay with BIP/BIPC or is there a better stock to purchase in the Brookfield family?

Thanks Ken

Q: If you were to choose between Brookfield Infrastructure or Magna, which do you consider best in terms of total return for a long term hold?

Q: Peter; Would owning both be like owning two separate companies in separate industries? Thanks.
Rod

Q: I own BEP and BIP. I am tying to understand their relationship to BAM and BN. The BAM website mentions their investments in renewables and infrastructure amongst other investments withut specifically mentioning BEP or BIP. Are these investments a reference to BEP and BIP or do they have additional investments in these areas?. Does BAM manage these investments by managing BEP and BIP while BN owns them? In which case, one can own both BEP and BIP by simply owning BAM or BN. Or are BEP and BIP separate companies that simply pay dividends to BAM or BN based on their percentage of ownership? I'd really appreciate if you could sort this out for me. Thanks.

Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick

Q: While I am primarily a growth investor and I currently hold BN, I am attracted by the higher USD dividend offered by BIPC and am considering a switch. Which company do you think will have the best overall return over the long run for an investment in an unregistered account?

Q: These stocks all have a dividend yield of 5% or greater and have market capitalization greater than 3 billion. When I see BNS with a dividend yield of 7.5% I have to think that the market is near a bottom realizing that the prices can always go lower. Please rate these stocks in two ways: safety of dividend and estimated 5-year total return. Do any of these stocks cause you any concern now or long term? Thanks.

Q: "Green" energy comprises only small part of total energy needs. It stands & falls with government (taxpayer's) subsidies, which are here today and (possibly) gone tomorrow.
Infrastructure needs, on the other hand, will only grow. I'd appreciate your take on this.
Also, would you say that one is "better" than the other on fundamentals?
thanks jerry

Q: BIP.UN and BIPC.TO are down significantly YTD. However recently BIP.UN has recovered some of the lossess and appears to be formimg a base wheras BIPC.TO continues to go down. Do they own the same assets and why is BIP.TO performing worse than BIP.UN

Q: Hi 5i,

Back on Oct 17-20, a few questions were asked about the waterfall in stock price of BIP, but there was only comments with regard to dividend stability and a few big sellers like BMO and Morgan Stanley. Yesterday (Oct 28th) a short report, by Keith Dalrymple, was discussed by Seeking Alpha (found under BIPC:US). Alpha wasn't too impressed and here are their conclusions:

"I held BIP for more than 10 years until I sold everything upon reading and thinking over the report.

Even though his report specifically targeted BIP, all Brookfield companies will be affected if the report is only partially true. In the world of alternative asset managers, reputation means a lot and it is questioned by the report."

Can I please have your opinion. Thx.