Subject: Re: Sell BAM, buy BN?
Interesting discussion. Thanks to both Baybrooke an Ultimatespinach both.

I lean more to the UltimateS side in that I hate how everything is restated and I chase the figures around. I have sold/exchanged all the spin outs and have only BN and BAM remaining. I had BIP but sold it a while back when it dividend was equal to new BAM's. I bought Bam with proceeds. I like dividends! New BAM says 15% + div growth going forward.


They are now about equal size in our portfolio and I consider it a horse race. Let's see what happens.