Investment Q&A

Q: since BAM.A IS SPINNING OFF A NEW MGT COMPANY do you think BX. might do the same thing? also what is your current view of BX. apparently it currently has a PEG of one thanks Richard

Q: Good morning,

I currently hold shares of BAM:US and BX:US in my US$ Non Registered account and would appreciate your thoughts on the following:

Q1. Is there any advantage or tax efficiency in holding BAM using BAM:CA in my Cdn$ Non Registered account?

Q2. What is your preference between BX:US and BAM shares and

Q3. What are your thoughts on holding BAM and BX in equal amounts.

Thank you and I'll await your thoughts on these three questions.

Q: Can I get the valuation on the four companies and your thoughts please

thank you

Q: Looking to add a financial to my TSFA. How would you rank BX, BLK, and NDAQ at this point?

Q: If I only had room for one of these in my portfolio, which is your favorite?

Q: Curious to hear your thoughts about CET:NYSE, Central Securities, as a potential 5- to 10-year hold for diversification, some income and capital appreciation. Also, would it make sense to hold this in addition to BRK.B, BX, and a few ETFs (VGRO, VTV, VWO)? Thank you!

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

Q: Considering taking a position in one of these two companies would appreciate your opinion on both and why you would choose one over the other.
Thanks John

Q: With a bit of extra cash, where would you put it today, and why? Blackstone, Morgan Stanley, or Canadian banks?

Thank you

Q: I have a position in BAM and am thinking of increasing it or adding a new position in BX to enhance my diversification. Does BX offer a range of different assets compared to BAM, or am I simply doubling up? Is now a good time for a purchase of either BAM or BX? Thanks.

Q: Which would you prefer for growth?

Q: Good morning,

My plan is to purchase $50K of BX:US in my US$ non registered account but have insufficient US$ in my US$ non registered account to complete the transaction.

To save on the currency exchange cost, I'm thinking of purchasing approx $60K of ENB.CA and then journal the stock to my US$ non registered account.
Once ENB:CA has been journaled to my US$ non registered account, I would then sell the ENB:US stock and purchase BX:US for a long term hold.

Question1: Is ENB:CA a good candidate for this strategy?
Question 2: What are your thoughts on purchasing BX:US for a long term hold?
Thank you for your insight on this.

Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom

Q: I have owned blackstone for years and done well with it. Do you think I should take advantage of the run up in the Share price recently and sell it or is the company still fairly valued and poised for continuing its run? My position size is not unreasonably high so not to worry about portfolio weight. Thanks

Q: Hi Team,

Could you provide a few U.S stock ideas with the best growth potential in the alternative asset management space or in the REIT space for new RRSP funds?

Thank you

Q: I’ve been holding BX forever and it has performed well. I recently added on the back of their latest quarterly results. Have a analysts been raising targets? What is consensus now? And what do you think of the company and investment? Thanks

Q: Three or four years ago I bought Blackstone as my vehicle for diversification into the area of private equity. I mainly chose it over the others in this area because of the yield it offered.
When we descended into Covid hell last spring I viewed it as a time of opportunity for companies like Blackstone, picking off struggling companies or providing funding. Others might include BAM and Berkshire Hathaway.
Since then I've noticed Blackstone making multiple news announcements of purchases they've made.
What's your opinion here? Am I being biased by my own opinion or do you also think the company is setting up a bright future?

Q: Hi team,

If one were adding to one of these positions with new money today which would you likely favour and why? In your view, which has the most torque to a strong upward market and persisting low interest rates?

Thanks

Q: Which companies are competitors of OTEX ?

Q: I've been holding BX for awhile as a company that can take advantage of it's changed structure as well as bargain shopping in a depressed economy. Is that a reasonable thesis? If it's weak, I might prefer something with a better dividend for that money.