Viewing Company Brookfield Property Partners | StockChase
stockchase picture

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

Brookfield Property Partners Stock Symbol: BPY.UN-T

Last Price Recorded: $29.8400 on 2017-08-17

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-08-15 COMMENT Kash Pashootan

A dividend yield of 4.9%, which is quite juicy, considering it is trading on the Canadian market which gives you a dividend tax credit as well. You are going to have to stomach some volatility, because it will be interest sensitive as rates start to rise.


Price:
$29.910
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-08-10 PARTIAL BUY Robert Lauzon

It is probably one of the larger weights in his REIT portfolios.  It trades at a 25% discount to NAV.  You get a lot of exposure to diversity in businesses.  Private equity operators see potential for redevelopment of struggling malls in the future.  He would nibble at it here.


Price:
$30.090
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-05-18 PAST TOP PICK David Cockfield

(A Top Pick April 14/16. Up 1.9%.) Sold this in July, mainly because of BREXIT. They have significant office holdings in the Canary Wharf area.


Price:
$29.220
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-04-21 COMMENT Greg Newman

This is pricey, trading at around 21X. Has about a 110% payout ratio, so distribution isn’t perfect. Q4 was a little light. However, he models very strong growth, 16% adjusted funds from operations growth 2016-2018. Trading at about 16% below his assumed NAV per unit. This is a name that you can be constructive on.


Price:
$31.060
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 PAST TOP PICK Derek Warren

(A Top Pick Feb 3/16. Up 13%.) A great company, and still cheap, trading at a significant discount. When you buy this, you are buying a collection of very high quality real estate assets around the world.


Price:
$30.670
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-11 TOP PICK Cole Kachur

Trading at a substantial discount to NAV. In the properties space, and it is difficult to evaluate all their properties, as values do change. They are getting some better lease rates on some of their properties and disposing of some of their non-core holdings and repositioning those. There is talk of changing to a US REIT which might be positive for them. Dividend yield of 5%, and he could see some growth on this, maybe 10%-12%.


Price:
$30.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-03 HOLD Keith Richards

These are mostly bought by people seeking dividends.  There is a lid about $32 and the lower level is about $26.


Price:
$29.790
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2017-02-21 BUY Robert McWhirter

Year-over-year sales is up 14% and earnings are expected to grow by 17% when the report in May. Year-over-year earnings are expected to grow 47% for 2017. This gives a PE of 24X and a PE to growth of .5. ROE is still pretty modest and is expected to be 3.3%, however free cash flow on a 4th quarter trailing basis is attractive at 7%. This looks like a pretty good opportunity to make some money. Dividend yield of 5.1%.


Price:
$30.810
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-08 TOP PICK Robert Lauzon

Brookfield Asset Management (BAM.A-T) owns 65% of this, and this is their public vehicle that holds all of their trophy properties around the world. If you want exposure to Europe, Australia, New York and Canada, this gives it to you. Trading at about a 25% discount to NAV. Dividend yield of 5.15%. (Analysts’ price target is $33.95.)


Price:
$29.040
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-03 COMMENT Derek Warren

If you have a long-term time horizon, this is doing very well. It continues to surprise on the upside. About 18% of its balance sheet as exposure to London, but they have hedged off most of the currency exposure. This is still a good place to be. Most of their exposure is in the New York office which is a great place to be.


Price:
$29.040
Subject:
REITs & REAL ESTATE STOCKS
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-03 PAST TOP PICK David Cockfield

(A Top Pick Dec 4/15. Up 4.6%.) Sold his holdings at $31 after he saw what was happening in the UK and with BREXIT. If it got down to around $27, he would have another hard look at this.


Price:
$29.040
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-01-23 COMMENT Steve DiGregorio

Brookfield Asset Management (BAM.A-T) is trying to simplify their structure, so that they are going to just have units sending fees upwards. This is going to be one of those areas. A very well-run company. It will continue to generate yield without too much downside. It has a positive correlation to the US$. This is a global REIT. They can take money out of the US or out of Canada into the UK, etc. A very nice investment and a very well-run company.


Price:
$29.040
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-16 SELL Jason Mann

A small short for him.  It carries a lot of debt by its nature.  On an REO and cash flow basis, it is not one he wants to hold.


Price:
$29.040
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-12-29 BUY Steve Belisle

The company has been a good real estate investor in the past.  High quality office buildings.  The drag has been the exposure to the UK.  Brexit has impacted only about 10% of the financials so should not derail it.  Dividend growth may not be spectacular on a going forward basis.


Price:
$29.300
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2016-12-15 PAST TOP PICK Andy Nasr

(Top Pick Dec 24/15, Down 8.20%) It was caught up in a bad REIT pull back due to rate increase threats.  He now prefers the parent as an alternative.


Price:
$28.300
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 83 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.