[EP. 11] - Which Brookfield should you buy? The Insurance sector feat. Great-West Lifeco; Microsoft vs Google; Disney's recent update
Newcomer Investor - Un pódcast de Newcomer Investor
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Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (0:50) - This podcast is not financial advice (2:28) - Stock I bought this week: Brookfield Corporation $BN.TO (3:18) - Answering: “Which Brookfield should I buy?” (4:24) - Brookfield Infrastructure $BIP.UN.TO / $BIPC.TO (5:34) - Brookfield Renewable $BEP.UN.TO / $BEPC.TO (6:12) - Don’t let your political beliefs cloud your investing analysis (7:00) - Divide between O&G Investors and Renewable Investors (7:50) - Common (and fair!) criticisms of Renewable industry (8:35) - Brookfield is strong in Hydroelectric Power (9:05) - Increasing benefits for the Renewables sector (9:50) - BEP’s Dividend track record, and payout ratio (10:30) - What I plan to do with BEP (10:44) - Brookfield Asset Management $BAM.TO (12:00) - Why Brookfield Corporation is my favourite (12:30) - Lesson from Brookfield Property Partners (13:38) - What I am doing with Great-West Lifeco $GWO (14:50) - Understanding their business model (16:45) - My thoughts on Microsoft/ChatGPT vs Google (18:23) - Disney’s recent update