Q: BAM is an oversize percentage of our portfolio (everything else has dropped more). When they spin off 25% of their asset management business later this year, will their market cap. decrease similarly to Dell after the VMWare spin off?
Read Answer Asked by J on June 22, 2022Q: As a follow-up to Harry's question of June 2/22, can I ask why you rank the three companies as BAM, BX, BLK in that order? I own BLK and wonder what makes it the least attractive of the three. Thank you,
Read Answer Asked by Doris on June 06, 2022
Q: Looking at one of these conglomerates in my US Spousal Rsp. All seem similar in their business mix however, BX offers higher dividend and has the largest market cap. BLK seems to offer an outsized dividend and trades accordingly.
Question, for a long term Rsp hold, which of the three is most compelling