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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: Lear ✧  😊 😞
Number: of 579 
Subject: Re: BN fair value
Date: 06/16/23 2:07 PM
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No. of Recommendations: 4
Old dealraker, can I ask why you continue to hold?

I made a tidy market-beating sum on this thing and related (BPY) over the years, but I've slowly but substantially trimmed my exposure out of a years-long admission that I don't really know what's behind the curtains and out of some concerns re: changes in the macro risk environment.

So I'm curious why you continue to hold. I think you've mentioned it in the past (buy and hold principles?) but I don't recall the reason. My current belief is this thing is the "too hard" pile, if I'm honest, and I should dump my old holdings on that basis (getting lucky in the past isn't good grounds for maintaining a position). But I haven't brought myself to dump my remaining holdings.

Put another way, do you have a pitch on why I should hold?
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This community has written 574 posts about Brookfield Corporation. The article-length ones it recommended most:
BN fair value · 26 recs · 2023
Lotta talk, not much action · 21 recs · 2023
Plan value versus price · 20 recs · 2024
Convergence · 19 recs · 2023
Value versus price · 15 recs · 2024
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