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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: Odlum Brown has just recommended to sell CME and replace it with BLK. Seems like an odd time to sell CME as my understanding is that the recent increased volatility should be good for it, which is likely why it is actually up over the recent period!!

BLK also looks good, especially after its recent pull back.

I currently have 2% of my portfolio in CME but do not have BLK.

Would 5i support holding CME and initiating in BLK or does it seem reasonable to exit CME on its recent strength and pick up some BLK? I have 15% of my portfolio in financials at the moment.

C.
Read Answer Asked by Cameron on November 23, 2018
Q: Hello,

One of largest positions are Alibaba along with Berkshire about 6% each. With Ant financial planning an IPO..does it make sense for me sell some BABa and invest in ANt.

Black rock along with being one of the largest investement companies is now trying to do something in the model of Berkshire. Would this be a good time to start a position on BLK.

Thanks very much for your guidance.
Shyam
Read Answer Asked by Shyam on February 12, 2018
Q: Hello 5i Team,

Could you please suggest a couple solid U.S diversified growth stocks(Berkshire type company) with good management and insider ownership for a long term hold in an RRSP account. I do not follow the U.S market very closely and I was thinking about adding BlackRock(BLK) but perhaps there are better up and coming private equity type companies? Any ideas would be appreciated.

Thanks,

Keith
Read Answer Asked by Keith on April 20, 2016
Q: Hi 5i team,

How do you feel about Blackrock (BLK) in the US? Seems with more and more people moving towards index investing, and with the rise of robo-advisors, this would be a good way to play that trend. Seems to have a solid dividend and pulled back a bit recently.

Any comments or reasons to avoid? Perhaps a different company to think about?

Thanks and happy holidays.
Read Answer Asked by Sarj on December 22, 2015
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