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5i Recent Questions
- BlackRock Inc. (BLK)
- KKR & Co. Inc. (KKR)
- Blackstone Inc. (BX)
- Brookfield Corporation Class A Limited Voting Shares (BN)
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.
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.
- KKR & Co. Inc. (KKR)
- Blackstone Inc. (BX)
- Ares Management Corporation Class A (ARES)
- Brookfield Corporation Class A Limited Voting Shares (BN)
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
Buy/hold/sell?
If selling is an option, what would you purchase as a replacement? Thanks
Q: Hi guys,
Please provide feedback on KKR'S recent quarter. Would you add at these prices. I hold a 2% holding.
Thanks
Jim
Please provide feedback on KKR'S recent quarter. Would you add at these prices. I hold a 2% holding.
Thanks
Jim
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