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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, Further to my comment on BBU/CDK, the media still mention BBU as the owner of CDK. But with the BAM split in 2022, hard to know who owns what.
BN stock has not really moved in the last 5 days compared to BBUC. Might explain why Gordon was not happy on Tuesday.

https://www.bloomberg.com/news/articles/2024-06-20/brookfield-business-partners-slips-as-hack-hits-car-dealers

Read Answer Asked by Denise on June 27, 2024
Q: Using total return over the medium term (3-5 yrs) as your goal what would be your top 3 picks in the Publicly Traded Private Equity sector excluding BN and BX?
Secondly, where would BN and BX rank among your picks?
Thirdly, what %age of a portfolio would you allocate to this sector?
Thank you, Hugh
Read Answer Asked by Hugh on June 26, 2024
Q: I bought BX pre-pandemic and held on , thinking that its significant investments in real estate would bottom and share price would again climb. That didn’t happen. I have been trimming my holding in BX but still hold a half-position. I stopped reducing, now again thinking that perhaps long-duration assets owned by BX would become more valuable. Do you think this is true? Or, do you think an investor is much better off to deploy cash into KKR or some other private equity? (US companies only).

Kindly give your insightful reasons, skipping the obvious please.
Thank you! :ao:
Read Answer Asked by Adam on June 21, 2024
Q: I am considering starting a position in First National Financial Corp., Canada. It is dealing with mortgage financing with a healthy yield around 6%. Information that I have found indicates 70% ownership by principal owners so that liquidity may not be great. Is this company worth adding to an income focused portfolio? My other financials are Canadian banks, BN, BAM, AD,UN
Read Answer Asked by Maureen on June 21, 2024
Q: Have been considering a purchase of Intact Financial for exposure to insurance sector. But already own BRK.B , which I tend to think of in terms of its portfolio of holdings , but has at its core their insurance business .
Different animals , I guess , but how would you think about this ?
All other considerations aside , would you add to BRK.B or initiate a position in IFC ?
Read Answer Asked by William on June 17, 2024
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