Investment Q&A

Q: Private Equity seems to be taking off and I want to protect my Tech gains. I still hold the Mag 7 but getting rid of others. Do you agree with this strategy, and can you recommend others? Thanks!

Q: Good morning,

My questions this morning is partly Currency related as it applies to BN in particular and your best idea for a stock to add to the "ALTERNATIVES" portion of my overall family portfolio.

Q1. Would you kindly recommend your best two ideas for a stock to add in the "Alternatives" portion of my overall portfolio.

Q2. For my US$ Non Registered account, I was thinking of adding some BN to the existing holdings by buying BN in CDN$ and journaling the CDN$ stocks over to my US$ Non Registered account as I have done in the past.
That said and given that the CDN$ has dropped significantly of late and with perhaps more to go, would it be preferable at this time to simply purchase BN in my CDN$ account and leave the shares in the CDN$ Non Registered account with no journaling into the US$ account.

Thank you and I'll await your response.
Francesco

Q: I'm in BN and BX, would adding KKR be duplicative or additive ? It's hard to tell sometimes what these companies have for assets.

Thanks for your support.

Thanks

Q: The subject stocks have all run up fairly significantly. Can you comment on current valuations vs historic, and whether you believe projected earnings support current valuations? Your recent response to a question on volume included that you love new highs with high volume, has that been the case with any of these three stocks?

Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.

Q: Are they both a buy today?
Thanks Again

Q: Looking to add one PE/Alt manager - can you compare BN to BX and who gets the nod?

Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds

Thanks you

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,

As a newbie to wealthsimple. Just trying it out. I see they do private equity and private credit.

Is this something worth looking at as a portfolio grows for added diversification?

Do you know much about their capital partner and it's history. Looking for some quality direction here from the pros.

Thank you.

Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.

Q: Hello,

Can you please compare each of these companies using the valuation metric you believe to be the most appropriate given their business models?

Thank you

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

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:

Q: Good morning,

If one wanted to have a 1-2% portfolio weight in US private equity, what one PE firm would you recommend? KKR? BX?

Thanks very much.

Q: Dear Peter et al:

To a question today on KKR, you had mentioned that you wouldn't be averse to adding to KKR "s position slowly.
Recently Larry Berman one of BNN Bloomberg's regular told the viewers that he has sold his equity and moved all into private equity and private credit lending. He didn't mention which private equity he bought !

BLK,BX,KKR,BN ...which is your favourite now? Anything else that catches your attention?

Many thanks.

Q: Hi I’ve held BN for some time. I feel it’s an exceptional business with little price action. Are my expectations too high? fundamental concern?

Buy/hold/sell?

If selling is an option, what would you purchase as a replacement? Thanks

Q: I see there is a US law firm investigating the proposed takeover price for Tricon. They are looking for investors to talk to. Is this a usual occurrence?

What do you think about the US$11.25 per share valuation being offered?

This news only appears on the USD ticker’s page here on 5i (?).

https://ksfcounsel.com/cases/nyse-tcn/