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Intuitive Surgical Inc. (ISRG $477.91)
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KKR & Co. Inc. (KKR $102.12)
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Blackstone Inc. (BX $122.45)
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Brookfield Corporation Class A Limited (BN $45.55)
Q: Hi, I have 7% BN and 1% KKR, BX & ISRG each. With ISRG/BX first quarter results out , i am thinking of bumping up from 1% to half position. Your suggestions please. Thanks S
5i Research Answer:
We would be fine buying ISRG. While we cannot get personal, considering the list of stocks in the question we would prefer buying ISRG in order to improve overall diversification.