Q: We owned Onex since 2006, we are from $20 to$ 64. Not that great given the meagre dividend. It is about 1% of total portfolio. we have some newly realized cash and wonder if we should augment the position to 3% given the low valuation now.
could you suggest other well priced private equity or conglomerate, (Claivest?) We are looking at the long term.
Thank you.
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ONEX Corporation Subordinate Voting Shares (ONEX)
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KKR & Co. Inc. (KKR)
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Icahn Enterprises L.P. (IEP)
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Blackstone Inc. (BX)
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Carlyle Group Inc (The) - Ordinary Shares (CG)
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Berkshire Hathaway Inc. (BRK.B)
Q: I am doing some investing planning.
Objectives are to reduce risks and to capture more dividend income.
Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx
As a category or label would you:
1. Agree that the companies above are “ conglomerates “? ( or something else?)
2. Are they “ almost “ too big to fail?
3. Are there others I missed? .. especially something you like better?
Thanks as a for your helpfulness.
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Canadian Pacific Railway Limited (CP)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Dollarama Inc. (DOL)
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ONEX Corporation Subordinate Voting Shares (ONEX)
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WSP Global Inc. (WSP)
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iShares S&P/TSX 60 Index ETF (XIU)
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S&P 500 ETF TRUST ETF (SPY)
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Technology Select Sector SPDR ETF (XLK)
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Waste Connections Inc. (WCN)
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S&P MidCap 400 ETF (MDY)
Q: Good Morning,
I have recently retired and need to improve yield. The above noted holdings have a low yield or have not performed well.
Can you please rate from first to sell down to last to sell and possibly provide some basic reasoning.
Thanks very much.