Investment Q&A

Q: If Peter had to give three picks on BNN Market Call that were Canadian, what would they be?

Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks

Q: I own BN with no intention of selling, but I find the dividends of the other Brookfield's interesting for my RRSP account with the potential of some capital growth as well. I know this type of question has been asked in the past, but not since the market downturn. Would you see a benefit of owning any of the others along with BN, and if so, which ones, and what would your total percentage of Brookfield holdings be. Thanks!

Q: Hi Guys,

With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?

thanks

Jim

Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.

Jason

Q: A BNN guest said the Co. or someone else said they predicted that in 5 years the Co. would have $30. per share of cash flow which should mean a share price of $170. Are you aware of any such report?

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI

Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help

Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!

Q: I have 3% position in BCE down 30% nonregistered account. I am thinking of selling and buying BN for long term. Can I have your thoughts?

Q: Sitting on some cash. Are there any good buying opportunities under the balanced portfolio you would consider at this moment for a 5-6 year time horizon?

Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio

Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.

Q: What would your market call top 3 picks today

Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.

Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!

Q: Thoughts on this article...

https://financialpost.com/financial-times/how-much-does-brookfield-really-make

Q: Could you please help us understand the impact/benefit of the possible change as announced by S&P Dow Jones.

" This week, S&P Dow Jones said it will consider a significant change that would allow some companies to appear in multiple countries’ indexes, paving the way for companies such as Brookfield Asset Management Ltd. BAM-T , Shopify Inc. SHOP-T
, to be both Canadian and American.

S&P Dow Jones says it could allow companies “with significant ties to Canada” to stay in a Canadian index even if it normally would consider the company “domiciled” in another country. The company would need to be incorporated in Canada to be eligible.

Until now, S&P Dow Jones has said a company can have just one country of domicile – and that country’s stock indexes are where it needs to be. "

Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.