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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: 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
Read Answer Asked by Tom on June 24, 2021
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
Read Answer Asked by Scott on May 26, 2021
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
Read Answer Asked by Keith on February 08, 2021
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?
Read Answer Asked by Larry on December 29, 2020
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
Read Answer Asked by Keith on November 17, 2020
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: Private Equity is an area of investment that has been getting a lot more attention recently. Which listed asset managers specializing in Private Equity are worth looking at? Would the multiple-recent-name-change firm SuRo Cap Corp. be worth inclusion in this group?
Read Answer Asked by David on June 24, 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: Hello everyone,
I have some cash in the RRSP so I would like to buy some stock that are growth and income : BX; MCD; MRK and SGTPY. Which you would recommend me that are not overvalued?
Thanks a lot!

Read Answer Asked by lena on July 10, 2019
Q: I invested in Blackstone in early 2018. It's had a fairly good run up since then. At the time it seemed to have a bright future, offered a reasonable dividend, and provided diversification through their investments in private equity which I had no exposure to.
How do you feel about it now? Worth holding onto for the same reasons?
Read Answer Asked by Larry on June 17, 2019
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