Q: Hi Peter,
I'm really enjoying the service that you and your team provide. It was good to hear your clip on DNTO last year.
I'd like to get your thoughts on the Blackstone Group (NYSE: BX). I find their US real estate exposure, in particular, to be interesting and the private equity space seems to be regaining some momentum. Their recently announced distribution policy for 2013 looks like to could bear promise, although the stock could be considered to be expensive at its current level. Any comments you may have would be much appreciated.
Cheers,
Scott
I'm really enjoying the service that you and your team provide. It was good to hear your clip on DNTO last year.
I'd like to get your thoughts on the Blackstone Group (NYSE: BX). I find their US real estate exposure, in particular, to be interesting and the private equity space seems to be regaining some momentum. Their recently announced distribution policy for 2013 looks like to could bear promise, although the stock could be considered to be expensive at its current level. Any comments you may have would be much appreciated.
Cheers,
Scott