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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: Greetings 5i,

There seems to be much interest in asset management and infrastructure firms these days, BAM.A, BEP, Apollo Global Management, Blackrock... etc. Do you see the business model becoming saturated? Is there competion between these companies for the better assets? Has risk increased due to lower margin aquisitions and competition? Or is there plenty of opportunities for these companies and a clear runway for growth? What are your thoughts.

Cheers!
Read Answer Asked by Duane on November 20, 2019
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!
Read Answer Asked by Keith on October 21, 2019
Q: how would you value in order of risk these six u.s. div. companies and would you invest funds in these companies in our economically uncertain times....thanks for great service...gene
Read Answer Asked by gene on August 06, 2019
Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis
Read Answer Asked by Dennis on July 25, 2018