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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: Need to add to the financial sector. Prefer an alternative to banks and insurance because of dealing interest rates. I already have BAM.A
Ideas?
Read Answer Asked by Doug on March 16, 2020
Q: Hi, how would you classify ONEX and what sector would you allocate it to? It says industrial on the TMX site, does that make sense or is it more financial? Or would you classify your holdings in PE stocks such as ONEX and KKR as a totally separate sector such as Alternative or Private Equity?? Thanks!
Read Answer Asked by Keith on February 05, 2020
Q: Greetings,

Can you please provide your top 3 value investments - where you think the market is currently 'mispricing' the company who, in addition, have future growth ahead of them. (skip the oil and gas companies).

Thanks
Read Answer Asked by kelly on November 25, 2019
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: Hi 5i
I wish to add these 3 to my TFSA or non registered account. Which would be better in a TFSA or does it not matter? In which order would you buy at this time?
Thanks for all you do
Gary



Read Answer Asked by Gary on October 18, 2019
Q: Interesting article in Tuesday's Globe about the SNC sale of Highway 407. Stephen Jarislowsky is against the sale, he thinks it should go to a shareholder vote and feels that the value of the 407 investment will double in 10 years. My question is how can an an investor like myself invest in the 407 and if the answer is no can you recommend a similar investment. Thank You.
Read Answer Asked by Brian on May 01, 2019
Q: Please recommend one of the financial companies to be added in my portfolio.
Read Answer Asked by Dev on January 09, 2019
Q: I hold a full position in both ONEX and BAM (BAM in US$). I'm 79 and have cash to see me through the next 2 years. I look to my portfolio to mainly provide growth with reasonable security. Is this too much private equity, and if so which one would you sell and what would be a better investment?
How do you allocate these two when considering geographic and sector allocation. It doesn't seem right to classify both as Canadian Financial
Read Answer Asked by Doug on August 23, 2018
Q: Hi 5i,
I understand that many high net worth and institutions have alternative assets in their portfolios. Can you please help suggest some stocks which may be available for purchase on a Canadian stock exchange for an individual investor representative of the asset class.
1. Private Equity: BBU.UN, ONEX?, stock?, ETF?
2. Hedge Funds: stock?, ETF?
Read Answer Asked by Ian on August 17, 2018
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