Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
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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: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
- BlackRock Inc. (BLK)
- KKR & Co. Inc. (KKR)
- Blackstone Inc. (BX)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Dear Peter et al:
To a question today on KKR, you had mentioned that you wouldn't be averse to adding to KKR "s position slowly.
Recently Larry Berman one of BNN Bloomberg's regular told the viewers that he has sold his equity and moved all into private equity and private credit lending. He didn't mention which private equity he bought !
BLK,BX,KKR,BN ...which is your favourite now? Anything else that catches your attention?
Many thanks.
To a question today on KKR, you had mentioned that you wouldn't be averse to adding to KKR "s position slowly.
Recently Larry Berman one of BNN Bloomberg's regular told the viewers that he has sold his equity and moved all into private equity and private credit lending. He didn't mention which private equity he bought !
BLK,BX,KKR,BN ...which is your favourite now? Anything else that catches your attention?
Many thanks.
- BlackRock Inc. (BLK)
- Deere & Company (DE)
- Constellation Brands Inc. (STZ)
- Thermo Fisher Scientific Inc (TMO)
- lululemon athletica inc. (LULU)
- ServiceNow Inc. (NOW)
- Palo Alto Networks Inc. (PANW)
Q: Hi 5i,
The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.
Please rate them bases on long term componders, shareholder friendly and valuation.
Thx.
The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.
Please rate them bases on long term componders, shareholder friendly and valuation.
Thx.
Q: What can you tell me about this one please. How is this different from “regular” blackrock?
- CME Group Inc. (CME)
- BlackRock Inc. (BLK)
- goeasy Ltd. (GSY)
- KKR & Co. Inc. (KKR)
- Arthur J. Gallagher & Co. (AJG)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Interactive Brokers Group Inc. (IBKR)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Fiserv Inc. (FI)
Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
.
Happy New Year and thanks.
.
- Bank of America Corporation (BAC)
- BlackRock Inc. (BLK)
- Home Depot Inc. (The) (HD)
- McDonald's Corporation (MCD)
- Philip Morris International Inc (PM)
- iShares Russell 2000 Growth ETF (IWO)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Crocs Inc. (CROX)
- LPL Financial Holdings Inc. (LPLA)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you
Q: Hi,
Some months ago I had asked about non correlated assets and you mentioned Private Equity as an option and chose these stocks. (Also your perennial favourite BN!) I have half a position in BN and plan to add more soon.
Among the 3 (BX/KKR,BLK) which two are your favourite and why? Or you can rank order them from the best to your least favorite.
Some months ago I had asked about non correlated assets and you mentioned Private Equity as an option and chose these stocks. (Also your perennial favourite BN!) I have half a position in BN and plan to add more soon.
Among the 3 (BX/KKR,BLK) which two are your favourite and why? Or you can rank order them from the best to your least favorite.
- Nasdaq Inc. (NDAQ)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- BlackRock Inc. (BLK)
- Home Depot Inc. (The) (HD)
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- Trane Technologies plc (TT)
Q: Would 5iR consider the following US stocks income or dividend stocks??? - ABBV with (recent) yield of 3.99%, ABT, 1.93%, BLK, 2.14%, NDAQ, 1.57% (as X-T is held in the 5iR Income Portfolio), TT, 1.42% , UNH, 1.40%, HD, 2.7% and LLY, 2.3%
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom
- Costco Wholesale Corporation (COST)
- Nasdaq Inc. (NDAQ)
- BlackRock Inc. (BLK)
- Salesforce Inc. (CRM)
- Home Depot Inc. (The) (HD)
- Stryker Corporation (SYK)
- Xylem Inc. New (XYL)
- Zoetis Inc. Class A (ZTS)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
- Heico Corporation (HEI)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
- BlackRock Inc. (BLK)
- Blackstone Inc. (BX)
- Apollo Global Management Inc. (APO)
- Ares Management Corporation Class A (ARES)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Dear Peter and team,
Thank you for answering my question earlier about non-correlated assets. Very clear and helpful. For Private equity you had chosen BX as an option (also VXX) and every subscriber knows how much you like BN/BAM :) (I must say that I am tickled by the number of folks in both print and TV media, not just you, are enamored with Mr. Bruce Flatt. A true Bromance!!)
My question is how come not many mention anything about similar European Private equities firms which are publicly traded. Google search yielded CVC capital, EQT, Ardian, Apax...
Which PE firm from the EU would you consider as a reasonable complement for BX/BLK/BAM . Feel free to add any other PE firm that you think has potential.
Many thanks in advance.
Mano
Thank you for answering my question earlier about non-correlated assets. Very clear and helpful. For Private equity you had chosen BX as an option (also VXX) and every subscriber knows how much you like BN/BAM :) (I must say that I am tickled by the number of folks in both print and TV media, not just you, are enamored with Mr. Bruce Flatt. A true Bromance!!)
My question is how come not many mention anything about similar European Private equities firms which are publicly traded. Google search yielded CVC capital, EQT, Ardian, Apax...
Which PE firm from the EU would you consider as a reasonable complement for BX/BLK/BAM . Feel free to add any other PE firm that you think has potential.
Many thanks in advance.
Mano
- BlackRock Inc. (BLK)
- Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
Q: Dear Peter et al:
This is a big picture, non-personal question of a "fictional" account of a million dollars :)
From your answers to various subscribers over a period of years, I know that you have always said the portfolio construction is based on individual's personal needs and wants. Agreed!
Hence this general question!
If one wants to have 20% of the portfolio in NON correlated, steady as she goes kind of stocks or bonds, what should one buy?
I see that even though the stocks and bonds are not correlated, in 2022 they both were severely punished. Gold hasn't gone anywhere. Energy was down now but has gone waay up!
Even the ardent fans of Technical Analysis seem to be "confused" about non performance of their Intermarket Analysis approach. (John Murphy)
So, the question is how can one construct a portfolio with non correlated assets and come up with an asymmetrical barbell portfolio (Nessim Taleb?)
I have been looking at Utilities, Financials, Emerging markets, bonds, Gold........nothing seem to be appealing!
Any words of wisdom?
Many thanks in advance.
Mano.
This is a big picture, non-personal question of a "fictional" account of a million dollars :)
From your answers to various subscribers over a period of years, I know that you have always said the portfolio construction is based on individual's personal needs and wants. Agreed!
Hence this general question!
If one wants to have 20% of the portfolio in NON correlated, steady as she goes kind of stocks or bonds, what should one buy?
I see that even though the stocks and bonds are not correlated, in 2022 they both were severely punished. Gold hasn't gone anywhere. Energy was down now but has gone waay up!
Even the ardent fans of Technical Analysis seem to be "confused" about non performance of their Intermarket Analysis approach. (John Murphy)
So, the question is how can one construct a portfolio with non correlated assets and come up with an asymmetrical barbell portfolio (Nessim Taleb?)
I have been looking at Utilities, Financials, Emerging markets, bonds, Gold........nothing seem to be appealing!
Any words of wisdom?
Many thanks in advance.
Mano.
- BlackRock Inc. (BLK)
- KKR & Co. Inc. (KKR)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Good day,
Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?
Thank you,
Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?
Thank you,
- QUALCOMM Incorporated (QCOM)
- Bank of America Corporation (BAC)
- BlackRock Inc. (BLK)
- Lowe's Companies Inc. (LOW)
- PepsiCo Inc. (PEP)
- Philip Morris International Inc (PM)
- Restaurant Brands International Inc. (QSR)
- Thomson Reuters Corp (TRI)
- Brookfield Corporation Class A Limited (BN)
Q: I've been looking for an addition to the US side of my tfsa, sort of looking at the following (bn tri qlcm blk bac) but would appreciate any other suggestions, looking for growth with dividends, if possible, buy and hold investor and can take volatility.
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- BlackRock Inc. (BLK)
- Visa Inc. (V)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Capital One Financial Corp Pfd Ser B (COF.P.P)
- Boyd Group Services Inc. (BYD)
- Invesco DB Commodity Index Tracking Fund (DBC)
Q:
Any thoughts on BYD time to add more or sell/hold.
What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?
Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)
What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?
Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG
Any thoughts on BYD time to add more or sell/hold.
What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?
Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)
What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?
Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG
- BlackRock Inc. (BLK)
- JPMorgan Chase & Co. (JPM)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Block Inc. Class A (SQ)
- Live Nation Entertainment Inc. (LYV)
- Linde plc (LIN)
Q: Hello, Thank you for your answer to my question on adding to my rrsp stocks. Can I ask the same of my husband’s rrsp - in what order would you add new money to the listed 6 stocks?
Thank you, Doris
Thank you, Doris
- BlackRock Inc. (BLK)
- Brookfield Corporation Class A Limited (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Selling BN:US for Tax Loss. Please suggest a proxy - I plan to buy it back after 30 business days.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Walgreens Boots Alliance Inc. (WBA)
- BlackRock Inc. (BLK)
- JPMorgan Chase & Co. (JPM)
- Verizon Communications Inc. (VZ)
- 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.
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: I believe the combined new entities of the old Bam.a have lost 15% in the last three trading days.This combined with our previous ytd loss of approximately 22%.means Brookfield is down about 37% so far this year?Is this correct?What are they thinking?!
Q: Hi Group is it true that Blackrock has put restrictions on withdrawal of funds (cash) from investments. For a company of this size and magnitude to restrict withdrawals is extremely worrisome. Can you please comment assuming this info is correct (I heard it on BNN last week) Hopefully if true we will not start to see a run on banks and other financial intuitions. When people start withdrawing cash and putting under their pillows causing panic i would be more that a little concerned? Your thought are much appreciated