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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" 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 574 
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 569 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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