Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?
Read AnswerInvestment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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AbbVie Inc. (ABBV)
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American Tower Corporation (REIT) (AMT)
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Philip Morris International Inc (PM)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Brookfield Renewable Partners L.P. (BEP.UN)
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North West Company Inc. (The) (NWC)
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A&W Revenue Royalties Income Fund (AW.UN)
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Exchange Income Corporation (EIF)
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Blackstone Inc. (BX)
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Extra Space Storage Inc (EXR)
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Permian Basin Royalty Trust (PBT)
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British American Tobacco p.l.c. (BTI)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello,
I'm hoping you might be able to steer me towards several suitable, longer term, investments.
If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?
1) Independent of any consideration of a desire for diversity of sector?
2) If diversity were to be considered to be of importance?
Please deduct as many question credits as you feel may be appropriate.
Thank you!
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Blackstone Inc. (BX)
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Trisura Group Ltd. (TSU)
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CrowdStrike Holdings Inc. (CRWD)
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Shift4 Payments Inc. Class A (FOUR)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
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American Tower Corporation (REIT) (AMT)
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Philip Morris International Inc (PM)
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Public Storage (PSA)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Restaurant Brands International Inc. (QSR)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Blackstone Inc. (BX)
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Extra Space Storage Inc (EXR)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I would appreciate getting your five recommendation each for US and CAD markets of companies with growing dividends for at least for the last five years with current dividend above 3% that also have growth.
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Q: Hi All at 5i!!
I was reading an article in the National Post by Barbara Shecter and it made me a little uneasy. The article was about Shadow Banking and its potential risks. She mentioned Blackstone and Brookfield. My question... I own both, but I am more concerned about Blackstone and its exposure to poor corporate loans and office real estate , among other things it dabbles in. I am up in the stock and wondering if I should take a profit. Is the company in for some trouble ?
Thanks,
Tamara
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Amgen Inc. (AMGN)
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American Tower Corporation (REIT) (AMT)
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Philip Morris International Inc (PM)
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Blackstone Inc. (BX)
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Extra Space Storage Inc (EXR)
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British American Tobacco p.l.c. (BTI)
Q: I am looking for a couple of US dividend-paying companies that provide decent yields for retirement income. Several of the companies that you have suggested are providing growing dividends and some equity growth but the yields are low. I am currently looking at AMGN, BX and EXR. I am leaning towards BX as I think property could be poised for growth but I am concerned that the dividend seems to jump around. Were special dividends paid in the past few years or has the payout been negatively affected by declining rental income?
Which of the three would you prefer given the desire for increased income, stability of income, future dividend growth and some equity growth? (or are there other suggestion you may have)
Appreciate your insight.
Paul F.
Q: I have been holding qcom for over 3 years and i am up about 100% now i would like to trim it a bit because lately it is not performing as well. If i purchase bx because the dividends are a little better, which one of these companies would you believe that would have a better upside in the next 2 to 3 years from now.
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Blackstone Inc. (BX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What percentage of Brookfield and Blackstone are in office real estate ? Retail real estate?
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Q: Hi there I’m looking for solid US companies with great growth prospects and an above average dividend. I can accept some medium risk. can you please send me 3 top choices?
Thank you!
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Emerson Electric Company (EMR)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Medtronic plc. (MDT)
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Realty Income Corporation (O)
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PepsiCo Inc. (PEP)
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Procter & Gamble Company (The) (PG)
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Visa Inc. (V)
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Verizon Communications Inc. (VZ)
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Waste Management Inc. (WM)
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Blackstone Inc. (BX)
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American Water Works Company Inc. (AWK)
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INVESCO QQQ Trust (QQQ)
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Invesco S&P 500 Equal Weight ETF (RSP)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
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Autodesk Inc. (ADSK)
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NVIDIA Corporation (NVDA)
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United Rentals Inc. (URI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Blackstone Inc. (BX)
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Advanced Micro Devices Inc. (AMD)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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The Trade Desk Inc. (TTD)
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Moderna Inc. (MRNA)
Q: With all the volatility we are seeing, I am looking at trading a few stocks so I would like a few suggestions from you. These should be names I wouldn't have a problem holding if the trades don't work out. Both US and Canada. Thank you in advance.
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Bank of America Corporation (BAC)
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Morgan Stanley (MS)
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Blackstone Inc. (BX)
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SVB Financial Group (SIVB)
Q: Hello Peter,
How would you trade the collapse of SVB? Banks and Financial companies are taking a hit. Is it time to buy? If yes, what would you prefer- BAC,MS, BX? Or none of the above.
Do you think there is a contagion risk here?
Regards.
Rajiv
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Lowe's Companies Inc. (LOW)
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Philip Morris International Inc (PM)
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Restaurant Brands International Inc. (QSR)
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Blackstone Inc. (BX)
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Wyndham Hotels & Resorts Inc. (WH)
Q: Hi Guys
Can you list a few U.S. stocks with attractive Free cash flow Yields ( using EV instead of MCAP) preferably with stable cash flows, that trade at attractive Forward P/E ratios.
Looking also for a decent dividend. I was pondering IBM, their interest coverage looks decent, but their Total Debt/EBITDA looks a bit high at 4.0x
Thanks Gord
Q: Hi All at 5i!
I own BX and am up 100%. It is a long term hold for me, but in the National Post this weekend there was a short paragraph stating that it defaulted on a $562 million dollar bond. Is this s problem or purposeful decision? Cheers, Tamara
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KKR & Co. Inc. (KKR)
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Blackstone Inc. (BX)
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Apollo Global Management Inc. (APO)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.
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AbbVie Inc. (ABBV)
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Bank of America Corporation (BAC)
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Bristol-Myers Squibb Company (BMY)
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Lowe's Companies Inc. (LOW)
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Philip Morris International Inc (PM)
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AT&T Inc. (T)
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Vornado Realty Trust (VNO)
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Blackstone Inc. (BX)
Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?
Thank you,
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KKR & Co. Inc. (KKR)
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Blackstone Inc. (BX)
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Carlyle Group Inc (The) - Ordinary Shares (CG)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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KKR & Co. Inc. (KKR)
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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)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?
Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names
Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.
Thanks,
Jim
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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Walgreens Boots Alliance Inc. (WBA)
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BlackRock Inc. (BLK)
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JPMorgan Chase & Co. (JPM)
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Verizon Communications Inc. (VZ)
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Blackstone Inc. (BX)
Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.
What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
Q: Is BX partnership or a corporation?
thanks jerry