Q: I would like to invest in private equity and credit stocks. I came across below US and CDN stocks. Which one would you recommend that I should buy or unless you have better options. Plus is there an ETF that you would recommend.

Please give brief description and why you consider as Buy.

CDN: BN, ONEX
USA: KKR, BX, ARES, APO



Please deduct credit as appropriate.

Thanks for the great service.

Q: Good Morning all.

I currently have a portfolio weighting of 18.1% financials versus the recommended 15%. Individual stocks at 1/2 to full positions include the 4 banks, SLF, ING, MA, TSU, ONEX, BN and BAM. (I do need to consolidate I think).

All have been doing more or less what I would expect; except ONEX. It has been a frustrating stock to own, with a downtrend for the years, in my view, a management enrichment program.

The question - would it make more sense to shed this stock and perhaps one of the banks, then roll the funds into a BN or BAM.

Thanks as always!

Dave

Q: Would ONEX be considered a sort-of private equity type investment that long term could be used as portfolio diversifier? Thanks Ron