Q: What is your analysis of ARES . Would it be a buy in this economic environment and is the dividend safe? Thanks for insights.
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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.
- Blackstone Inc. (BX)
- Cohen & Steers Inc (CNS)
- Ares Management Corporation Class A (ARES)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: If I only had room for one of these in my portfolio, which is your favorite?
Q: This one has been on my radar for a while - I understand they have invested in the Savers/Value Village thrift store chain which appears to be doing swift business in my area. Dividend yield looks good to me as well, especially with recent price drop. Can you comment on the impact of their recent sale of European assets, and whether the current valuation might be a good entry point?
- ONEX Corporation Subordinate Voting Shares (ONEX)
- Centerra Gold Inc. (CG)
- KKR & Co. Inc. (KKR)
- Blackstone Inc. (BX)
- Apollo Global Management Inc. (APO)
- Ares Management Corporation Class A (ARES)
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!
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!