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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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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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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JP Morgan 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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JP Morgan 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
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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Blackstone Inc. (BX)
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DexCom Inc. (DXCM)
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Guardant Health Inc. (GH)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hi there,
I’ve often heard that a handful of stocks can provide life changing returns. If you had to pick 5 (or more) that could be life changing, which would they be in preferential order?
Thanks!
Q: Could you please explain what's happening at Blackstone over the past week, and if the risk profile has changed to affect its performance going forward.
If you were planning to buy it for a 2-3 year hold, what would you do now?
Q: Do you like BX at these prices. Does it make sense to own this with BAM or is there too much overlap?
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goeasy Ltd. (GSY)
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Blackstone Inc. (BX)
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ECN Capital Corp. (ECN)
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Trisura Group Ltd. (TSU)
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Royal Bank Of Canada (RY)
Q: For the financial sector of a new portfolio with a minimum of a 2-3 year time-frame please rank the above listed stocks for a) maximum return and b) risk. Please add other US or CDA names that you would consider in this situation, especially for higher returns.
Thanks.
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Costco Wholesale Corporation (COST)
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BlackRock Inc. (BLK)
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Citigroup Inc. (C)
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JP Morgan Chase & Co. (JPM)
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Target Corporation (TGT)
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Thermo Fisher Scientific Inc (TMO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Blackstone Inc. (BX)
Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you
Read AnswerQ: I'm interested in taking a position in BX. I prefer do it in my TFSA, or I could do it in my Margin if necessary - what do you suggest? Also back in Sept. you recommended it at $78-79 entry point. Would you still recommend it at that price or do you feel I should wait for a lower entry point? Do you still like this company for a long term hold? Thank you.
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