Viewing Company Brookfield Asset Management (A) | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Brookfield Asset Management (A) Stock Symbol: BAM.A-T

Last Price Recorded: $49.1900 on 2017-08-21

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-08-16 TOP PICK Christine Poole

An alternative asset manager with over $250 billion under management. They invest for their shareholders and clients into 4 general areas. Property, renewables, infrastructure and private equities. In those sectors, they are looking for real assets that have a long life that are able to generate a stable stream of cash flow. A very good track record of making money for shareholders and their clients. Globally diversified, so a good opportunity for Canadian investors to get a position in a company that has the relationships and resources to bid on large infrastructure projects. She likes that senior management owns a very high percentage of stock. Dividend yield of 1.4%. (Analysts’ price target is $45.)


Price:
$49.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-11 BUY Darren Sissons

A very complicated business. It is contractually driven. They build the company based on accumulating assets from institutional investors. The stock has been a fabulous performer. He thinks there is more upside.


Price:
$48.530
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-02 PAST TOP PICK Andy Nasr

(A Top Pick July 28/16. Up 10%.) The unique thing with this is that it is evolving a little into a company that really generates a lot of money off its fees. These are fees associated with publicly traded companies and they are going to be able to make a lot of money as those companies grow. In addition, they have about $250 billion in assets under management, where they can go out, raise money from investors and redeploy it.


Price:
$48.700
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-28 COMMENT Greg Newman

This has done great and he is still modelling 10% compounded annual growth rate over the next couple of years. Not cheap, but still trading below its five-year average. Two things can really move the needle. If you are concerned that yields are going to be going up a little, this is a bit of a yield play. Also, they are priced off their US counterpart, and when the US$ starts to shrink, the Cdn$ starts to fade a little, which he thinks is what has happened. They have a lot of global operations, which will be a tailwind for them.


Price:
$48.130
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-07-27 COMMENT David Driscoll

This company’s long-term game is infrastructure. They are looking to buy ports, toll roads, etc. that will give them a long-term return after tax of somewhere between 5% and 10%. What happens in the short term should be irrelevant for the investor as well as management. They are looking for investments that you can’t buy on the stock market, that are going to provide a consistent revenue stream, allowing them to take the cash and buying more assets.


Price:
$48.410
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-24 COMMENT Keith Richards

The “old lid” of $48 is the level of support. It is at $49 now and could pull back to the $48 level again. On the chart, the highs and lows seem to be progressing, and the stock is consolidating. He would guess the breakout is still in place.


Price:
$49.460
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-21 COMMENT Michael Sprung

An extremely well-managed company over the years. They’ve been very, very astute investors over time. It is just a question of what you pay for it. He has a very small position in this.


Price:
$49.720
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-20 HOLD Mohsin Bashir

It is being viewed as a REIT in many ways and being stagnated due to the rising rate environment.  Management are do a good job in terms of rates of return on invested capital.  He likes it as a long term core holding.


Price:
$50.240
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-18 COMMENT Barry Schwartz

A lot of dual listed stocks have suffered on the Canadian side. There is nothing wrong with this. Until people get comfortable owning Canadian stocks again, this is the way it is going to be. They are making all the smart moves buying distressed assets in Brazil. The type of business you want to own. It will benefit from a pickup in global growth. Trading at a reasonable value to its NAV.


Price:
$49.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 COMMENT Barry Schwartz

Brookfield Asset Management (BAM.A-T) or Brookfield Infrastructure Partners (BIP.UN-T)? He would always choose the parent, because the income flows up. As all the other Brookfield entities get bigger, the dividends flow up to the parent and you share in that wealth. The company is generating a lot of free cash. They have a plan by 2025 to have a ton of money that they are going to manage for other people, and will get a lot of carried interest, plus management fees, plus performance fees.


Price:
$50.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-05 BUY Jim McGovern

One of the finest alternative asset management teams globally. By buying the top company, you are getting investment stakes in all the different subsidiaries. Good management.


Price:
$51.470
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-29 COMMENT Colin Stewart

Has always felt this was the best way to participate in all the other Brookfield companies, as you got a combination of everything. A great Canadian success story. A good, long term way to invest in stable, cash flow generating businesses.


Price:
$51.380
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-25 COMMENT Douglas Kee

A good company and is well-managed. Has a pretty good dividend growth record. The question mark on this more recently has been Brazil, but he is sure they will get through it okay.


Price:
$50.870
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-05-02 COMMENT Daniel Lloyd

Had owned this in the past and probably should still own it. Very well-run with a “Best in class” management. A very good, diversified company.


Price:
$51.790
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-04-20 COMMENT Lorne Zeiler

In the last number of years, this has been moving more and more of the business to actually being an advisor or fund manager, versus directly owning the assets. There has been a major shift in the last 5-6 years in the landscape of investments. Of all the money that went into mutual funds in the last 3 years, 8X of all funds put together went into the Vanguard funds. Long-term, he thinks there is going to be more assets moved into the space, more assets that have a target performance around it, and you are going to see earnings increase.


Price:
$49.460
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 403 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.