Brookfield Asset Management Inc. (BAM) Buy,…

Brookfield Asset Management Inc. (BAM)

45.87

-0.01 (0.01%)

as of Jul 2, 2026, 7:59:57 pm Market Open.

236 watching

BUY

BAM vs. BEP.UN They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.

BUY

He debated making this a top pick. A well run diversified business. Low interest rates will give them excellent operating leverage. Its share values were hit with the negatively of real estate. The valuation has come down to a level he would be willing to buy today.

HOLD

A quality company that he holds. They buy distressed debt and are a private asset and infrastructure manager. They do not mark to market their assets as much as common stock companies so it reduces their volatility somewhat. The dividend is growing, although it is a little low.

TOP PICK

Does well when interest rates go lower. Visible growth at a reasonable valuation. Modeling 19% growth. Decent level here. Balance sheet is really great. Yield is 1.30%. (Analysts’ price target is $95.13)

PAST TOP PICK

(A Top Pick Jan 09/19, Up 43%) Today is not the day that it's too late to jump in. Still buying with fresh dollars. Secular flow of money into real assets like renewable energy, or infrastructure, at the expense of stocks and bonds. Expertise. Dominant in the alternative asset space.

BUY

BPY has been stuck and he thinks it will continue. They are high quality and are cheap in terms of value. However, it suffers from its relationship with the parent. Their assets are office in London and shopping malls. He thinks though when they privatized assets to the parent they did not pay fair market value. He thinks you should own BAM instead as they collect fees instead of paying fees like BPY.

BUY

BAM.A vs. BPY.UN Neither for steady income. He owns BAM. All the other Brookfield pieces flow up to the top. Dividend not huge, but capital appreciation good. Another steady income is Brookfield Infrastructure, with a higher dividend.

BUY

He does not own BAM. It is a fabulous company and the dividend is solid. They just seem to land on their feet now wonder what happens. A pillar in any portfolio. He wished he owned it.

HOLD

He expects this could go a little higher. At the top of the Brookfield pyramid, it is a broad based of all kinds of assets. It will move a lot like the market -- almost too diversified. It is pretty close to full valuation here.

BUY ON WEAKNESS

He likes it and it’s a good name. It’s still tradings at a reasonable valuation. He wouldn’t buy it now and would wait for a pullback.

COMMENT

In isolation BPY.UN-T is a great name. It trades at a large discount to NAV and pays a yield of 6%. He looks at other real estate stocks and he would favour owning the parent BAM-N. He prefers the parent as they collect fees from all the other entities. Now is a good time to own BPY.UN-T due to the discount to NAV and this lower interest rate environment. He would be cautious that they do hold a lot of retail shopping centres, which may require capital investment in the future.

PARTIAL BUY

Analyst price is lower than market? He does own it and other in the brand. This is the overall holding company with all asset revenues flowing up to it. He does like management. Why it is trading above analyst forecast prices, he is not sure. He recommends looking longer term and invest a little overtime to participate in short term weakness.

TOP PICK

A global company, in both developed and developing markets. Second largest global asset manager, just behind Blackstone. A chance to participate along with some of the brightest minds in asset classes retail investors can't normally touch, like infrastructure, private equity, renewables, and real estate. Recent acquisition is counter-cyclical, allowing them to benefit from distressed asset sales. Yield is 1.36%. (Analysts’ price target is $73.02)

COMMENT

Anything with the Brookfield brand is a good investment. You have to decide what you are looking for. For BPY.UN-T, the yield is the best -- 4.5%. If you are looking growth, consider BAM-N. It has global reach and sees great deal flow. He is staying out of real estate at this point and owns none of the Brookfield names.

BUY

Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment.

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Brookfield Asset Management Inc. (BAM)