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Brookfield Corporation Class A Limited Voting Shares (BN $85.95)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.60)
Q: For a long time, BAM and BN were relatively close in share price. Why the $10 difference of late ? Does BAM need to catch up or has BN had too good of a run of late (and needs to come down) ? Or is this the new normal and how it should have been all along ?
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KKR & Co. Inc. (KKR $137.94)
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Blackstone Inc. (BX $156.35)
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Ares Management Corporation Class A (ARES $175.10)
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Brookfield Corporation Class A Limited Voting Shares (BN $85.95)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.60)
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Blue Owl Capital Inc. Class A (OWL $19.36)
Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.
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Accenture plc Class A (Ireland) (ACN $303.33)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $141.56)
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WSP Global Inc. (WSP $278.69)
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Descartes Systems Group Inc. (The) (DSG $139.82)
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TMX Group Limited (X $54.99)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.95)
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Waste Connections Inc. (WCN $248.00)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.60)
Q: For the listed stocks above, in what order you purchase them....the top being the first/? Also what would be a suggest purchase price?....Thanks for your insights....Tom