Investment Q&A

Q: I have owned this company for several years and are up over 100% in it. The past few days have been a bit disconcerting. Thoughts? Thanks

Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.

Q: Hi 5i,
Sorry for all the preferred share questions but I'm having problems finding US based fixed rate perpetual and if possible cumulative preferred shares. The ones above are on my buy list can you name three more preferably in other sectors that have high to highest ratings or are unlikely to default. I still have memories of 2008 with the CDOs fiasco so like diversification if possible. Thanks for your service.

Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?

Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?

Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names

Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.

Thanks,

Jim

Q: KKR Not a good day today but do you feel that it is still worth holding?

Thanks, Lesley

Q: I am doing some investing planning.
Objectives are to reduce risks and to capture more dividend income.

Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx

As a category or label would you:
1. Agree that the companies above are “ conglomerates “? ( or something else?)
2. Are they “ almost “ too big to fail?
3. Are there others I missed? .. especially something you like better?

Thanks as a for your helpfulness.

Q: Could you please explain the share drop today after what looks like a very positive report? I have held this stock for a long time and it has been very good to me. Should I be concerned? Thanks for you input. Lesley

Q: Hi
Is there an American stock or 2 that you would consider the same as Bam
I really like Bam but it is starting to take a higher % of my total portfolio.
Thanks Terry

Q: Which companies are competitors of OTEX ?

Q: Hi, I have owned ONEX for about a year and down 18%. I would like to own a private equity co. ONEX's purchase of Westjet was bad timing and the airlines will continue to struggle going forward for some time I think. In a recent question about ONEX, you said ONEX has lost money and revenues have not changed for the last 8 years, so just curious, what drove its stock up from $35 to $100 between 2013-2018?? Would you continue to hold? I'm thinking of selling ONEX and switching into KKR or BX?? Or possibly buy more BAM? In this low rate environment, PE should benefit right? Looking for long term growth in my LIRA. Thanks!

Q: Hi,
I've owned ONEX in the past but currently don't have any exposure to private equity and I'm looking to get back into this space. Should an average long term growth investor have some exposure to this asset class? Looking to make PE 3-5% of my total portfolio. Can you rank the mentioned stocks from best to worst and which ones are best for long term growth and capital appreciation. Any other suggestions or advice would be welcome. Thanks!

Q: Hi there - looking for a little bit of US income - these both show up on my Rate Reset Preferred Share stock screen as currently undervalued. Your thoughts? KKR A and B

Q: I own some KKR, which has done well, and have been considering either purchasing more of this or investing in another alternative asset manager - possibly Blackstone Group, or Carlyle Group (CG on the Nasdaq, although I was unable to bring this up on your system). All continue to have very good runs. Does a purchase in this group make sense to you at this point? If so, is there one member of the group, or a related company, that you would recommend?

Thanks - Don

Q: My allocation to US financials is higher than I had planned at approximately 26 to 28%. I do not HAVE to sell, not having strong ideas where to redeploy. However, subject to your input, I thought it might be prudent to sell or trim. (Selling or trimming would also provide cash reserve in case markets faint-- although 'gathering' dry powder is often counter productive). I ask your input, with reasons, on which of the following financials you would trim or let go entirely:
- WFC ; KIE (US insurance ETF) ; Lloyds Bank London (the ADR listed as LYG)
- KKR; BX (Blackstone)

I read various reports and did research. I didn’t find THAT much that I didn't like in the above. I am hoping you can tell me which ones are likely to show least total return, and why. I’d be grateful for your suggestions supported by your reasoning and any other thoughts you have. Many thanks

Q: I have a 3 % weighting in my portfolio and have been patient for close to 2 years . Still under water by about 2 % . Feeling like breaking away with the recent run up. is it looking like this rebound might continue in the next 12 to 24 months.

Q: if you had to pick at current pricing -which of the three -kkr-bam -or Onex -would you feel most attractive?

Q: I have a modest position in this company in my margin acct, what are your thoughts as to their future prospects..I purchased it at lower levels a little over a year ago so am doing ok as far as the dividend goes.
If I was to sell ( 2017 ) I would be looking to reinvest in a Canadian stock.