Investment Q&A

Q: Good morning, You guys keep raving about BN and say it is one of your top picks for a recovery in Cansda. Currently it is trading jot too far off it's fifty-two week low. Do u have any idea when the stock's recovery could begin to happen, or will lots of patience be needed, thanks?

Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.

Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.

Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]

Q: I've owned shares in Brookfield companies for a very long time, not having sold a share. I'm now very overweight in my overall portfolio 15%, BN & BIP.un being the lions share with smaller positions in BAM & BEPC.
I need to reduce the size of the overall position, can you share thoughts on similar types of companies that I could buy with that type of shareholder alignment in the management team

Q: hi,
I am just off the phone with my accountant to finish off the corporate year end. we got to discussing investments, and Brookfield came up. my accountant echoed what I have heard over the years as a concern re Brookfield's business' and accounting. my accountant would not invest in Brookfield entities at this point, as they cannot fully understand the underlying business', or the accounting "complexities" (my interpretation of their more negative opinion). I still hold a reasonable amount of BAM and BEP.un, but am a bit worried about these issues. can I have your latest thoughts on this? cheers, Chris

Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.

Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks

Q: Hello, I have too many financial stocks and I would like to sell one of the above but I'm not sure which one to let go of. I was thinking of letting X go or one of the Brookfield stocks. Your thoughts please, I feel I can get enough diversification with only four stocks in this sector. Thank you in advance.

Cheryl

Q: Since BN owns BAM, does BN receive dividends paid by BAM? Are those dividends reinvested within BN?

Q: I previously owned some BAM.A Because of the complexity with tax reporting, I had this in a registered account. With the current set up, it appears that BN has more of a growth orientation, and this stock might be better held in a non-registered account. Do you have any idea what the distributions from BN might be composed of, going forward?
Thanks!

Q: Good morning - I'm looking at my current BEPC holdings which are in a loss position. I also have BIPC ( gain position at this time), BAM and BN. I'd like your thoughts on whether to sell both BEPC and BIPC and increase both my BAM and BN. I like BEPC but am not emotionally attached to it. Best Brookfield moves for someone with say ten year investment horizon and a desire for dividends? Thanks

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.

Q: This default business by Brookfield cannot be positive if nothing else from a psychological perspective.A Brookfield name fails!!!!!!Your thoughts?

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

Q: Trying to understand why you seem to prefer BN over BAM.BAM has out preformed and has a higher dividend!!

Q: I want to invest US$5000 in either BN, BAM or VICI for some growth and decent dividend. Growth is more important. Which would you prefer today with a 2 year outlook

Q: About 2 weeks ago, Adam asked a question and 5i answered, as follows:

Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?

A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.

Two questions from me:

1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?

2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?

Many thanks for your excellent service.

Q: Hi

BN is 3.6% of our portfolio.

Financials are 19% of or portfolio and our Real Estate is at .50%.

Thinking of selling half of our BN and buying CIGI to reduce our financials and increase our Real Estate.

Does this make sense?

Thank you

Mike