[EP. 23] - 3 Stocks I'm buying now + Brookfield: Severely Undervalued, or Cause for Concern?
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 only. Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at [email protected] (0:00) - Intro (1:30) - Passion vs Buy Recommendation (3:27) - $XEI Canadian High Dividend ETF (5:36) - $GRT.UN Granite REIT (6:51) - $BN Brookfield Corporation (7:58) - RBC Capital Markets Team’s take on Brookfield: severely undervalued (9:04) - Thoughts on Brookfield’s Real Estate portfolio (10:14) - RE can be reconverted and monetized in various ways (11:10) - Urbanisation: people continue to migrate towards large cities (12:10) - Conglomerate discount explained (14:28) - Brookfield interview: investing philosophy (16:40) - Brookfield advantage: transaction size Read Brookfield's recent interview: https://economictimes.indiatimes.com/news/company/corporate-trends/india-over-the-next-10-years-will-see-a-dramatic-increase-in-fdi-bruce-flatt-ceo-brookfield/articleshow/98788903.cms?from=mdr