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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.

Read Answer Asked by Donald on May 24, 2022

Q: Hi
Is there an American stock or 2 that you would consider the same as Bam
I really like Bam but it is starting to take a higher % of my total portfolio.
Thanks Terry

Read Answer Asked by Terry on December 03, 2021

Q: Which companies are competitors of OTEX ?

Read Answer Asked by Robert on October 26, 2020

Q: Hi, I have owned ONEX for about a year and down 18%. I would like to own a private equity co. ONEX's purchase of Westjet was bad timing and the airlines will continue to struggle going forward for some time I think. In a recent question about ONEX, you said ONEX has lost money and revenues have not changed for the last 8 years, so just curious, what drove its stock up from $35 to $100 between 2013-2018?? Would you continue to hold? I'm thinking of selling ONEX and switching into KKR or BX?? Or possibly buy more BAM? In this low rate environment, PE should benefit right? Looking for long term growth in my LIRA. Thanks!

Read Answer Asked by Keith on July 30, 2020

Q: Hi,
I've owned ONEX in the past but currently don't have any exposure to private equity and I'm looking to get back into this space. Should an average long term growth investor have some exposure to this asset class? Looking to make PE 3-5% of my total portfolio. Can you rank the mentioned stocks from best to worst and which ones are best for long term growth and capital appreciation. Any other suggestions or advice would be welcome. Thanks!

Read Answer Asked by Keith on October 21, 2019

Q: I own some KKR, which has done well, and have been considering either purchasing more of this or investing in another alternative asset manager - possibly Blackstone Group, or Carlyle Group (CG on the Nasdaq, although I was unable to bring this up on your system). All continue to have very good runs. Does a purchase in this group make sense to you at this point? If so, is there one member of the group, or a related company, that you would recommend?

Thanks - Don

Read Answer Asked by don on January 25, 2018

Q: My allocation to US financials is higher than I had planned at approximately 26 to 28%. I do not HAVE to sell, not having strong ideas where to redeploy. However, subject to your input, I thought it might be prudent to sell or trim. (Selling or trimming would also provide cash reserve in case markets faint-- although 'gathering' dry powder is often counter productive). I ask your input, with reasons, on which of the following financials you would trim or let go entirely:
- WFC ; KIE (US insurance ETF) ; Lloyds Bank London (the ADR listed as LYG)
- KKR; BX (Blackstone)

I read various reports and did research. I didnt find THAT much that I didn't like in the above. I am hoping you can tell me which ones are likely to show least total return, and why. Id be grateful for your suggestions supported by your reasoning and any other thoughts you have. Many thanks

Read Answer Asked by Adam on November 15, 2017