skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
Answer to Peter’s question on Aug16:
“ For example, last year BN shareholders got 0.25 BAM shares for each BN share, and that is worth $11.50+ per share. “ What? My BAM shares were split Dec22 in “new-BAM” and BN . I'm confused ...
Read Answer Asked by Denise on August 17, 2023
Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?
Read Answer Asked by Peter on August 16, 2023
Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.

Thoughts?
Read Answer Asked by Mike on August 16, 2023
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
Read Answer Asked by Robert on August 15, 2023
Q: I have been very disappointed in BN, despite the ongoing critical acclaim for this stock. I am thinking it and reinvesting the proceeds in CPG and GSY which are doing much better. Please share your thoughts. Thanks!
Read Answer Asked by Jim on August 08, 2023
Q: It just occurred to me, and I thought your members might be interested, that BNRE is a better choice than BN for those of us subject to clawback of benefits such as OAS. BNRE pays the same distribution as BN but it is a return of capital instead of a dividend. So there is no tax to pay in the year received and there is no gross-up of the distribution. In addition, BNRE is convertible at anytime into BN shares. Seems to me that many people should be switching to BNRE instead of BN.
Read Answer Asked by Earl on August 08, 2023
Q: Good Morning,

Retired income investor. Large position in BN with very low yield but growth potential.. Wondering if you thought it would be a good move to sell BN and buy BIPC, BEPC and BAM or any other suggestions. Have some of each already. Don’t need the money but this would improve cash flow which could be used to purchase more equities.
Read Answer Asked by Dave on July 30, 2023
Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You
Read Answer Asked by John on July 27, 2023
Q: Can you please recommend a few companies for a TFSA that have good growth potential with limited downside risk.
Thanks
John
Read Answer Asked by John on July 27, 2023
Q: I currently own Brookfield Corp Preferred Share, BN.PF.A.
And I'm wondering whether I should hold on to it. It has a dividend yield of 6.31%, but I'm interested in knowing where you see the share price going. Or perhaps you can recommend something with better prospects at this point in the cycle.

John.
Read Answer Asked by JOHN on July 25, 2023
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
Read Answer Asked by dan on July 19, 2023
Q: What's the best way to invest in Brookfield's Real Estate business?
Thanks
Read Answer Asked by Frank on July 18, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!