Q: Good morning 5i,
Thank you for being that "rock." I own BN and KKR. Following earnings and some downward pressure would you consider adding at this time? What would be your top 2 in this sector?
Please provide your comfortable weighting for both and preferred at this time. A good value for adding would be fabulous.
I am a little underweight in this area.
Thank you so much and please deduct accordingly.
Thank you for being that "rock." I own BN and KKR. Following earnings and some downward pressure would you consider adding at this time? What would be your top 2 in this sector?
Please provide your comfortable weighting for both and preferred at this time. A good value for adding would be fabulous.
I am a little underweight in this area.
Thank you so much and please deduct accordingly.
5i Research Answer:
We would be comfortable adding and these would be in our top three, along with BLK. We can't provide personal weightings but WE would see 5% each as max. Suggested price for adding BN $84; BLK $970