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

TOP PICK

Acquirer and manager of assets of all stripes. Competitive advantage is their size and scale. Large reach means they have deep operating expertise. Going to be using about 40B of free cash flow to buy back shares which will drive shareholder value. Good, long-term secular hold. Yield is 1.5%. (Analysts’ price target is $67.66)

COMMENT

She likes their private equity space. They have a number of arms of infrastructure. She has a number of companies that do similar things, which give the same kind of dynamics. Prefers a Tricon (TCN-T) or a KKR (KKR-N) instead. (See Top Picks.)

BUY

Great company. Stock fell when a newspaper put out an article about their use of fair value, and how assets were valued. This is a fee generating machine with about $300 billion of capital that it generates. Also has its own invested capital. This is a good opportunity to be invested.

BUY

Great company. Had a correction after a pretty nice move, but does appear to be on trend. There is a consolidation from May on which might not be too bad. If probably represents an okay entry point.

COMMENT

They get the management fees from their sub- companies, and they are planning to grow those companies at a dramatic rate. If they do, you are going to see a big, big move up over time. What is not being properly valued in the stock are the management fees and the carried interest. Wonderful business. Big, big backlog of projects.

TOP PICK

5.29% bond maturing April 25/17. This is an undervalued credit so bond yield is more that the underlying government of Canada bond yield.

BUY

Interesting conglomerate with property, hydro, utilities and forestry and yet sells at a big discount to its NAV.

BUY

Really likes it. They did a very good job of buying assets at the right time. Have been able to monetize assets over a period of time and sell them off. Over a period of time you see it move sideways for a while and then it jumps.

STRONG BUY

A great business – a play on the interest on investing in assets, largely hard assets. A very diverse portfolio of high-end assets. There is lots of institutional money interested in investing in these assets. Power generation business is interesting. Commercial properties are great assets. A big position for him.

BUY

2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over.

BUY

Bonds maturing 2017. Price of these bonds has gone from 100 cents on the dollar to about $.87. If an experienced investor with a long time horizon, these could be looked at. Company has a lot of high-quality assets so can raise a lot of money by selling some of these. Assets throw off pretty stable cash flows for the long-term.

BUY

Preferred shares. (He owns the common.) Great company and well capitalized. Diversified into power generation, asset management and real estate. Now that we are rallying, preferreds have somewhat lagged so it is not a bad time to buy these. When the economy turns around these underlying securities will do better.

BUY

The recent weakness is a buying opportunity. Wonderfully managed. Well financed. Selling at a substantial discount from ascertainable net asset value.

WAIT

Has come off under quite a bit of pressure recently. Something like a leveraged buyout company. Very disciplined in their investments. Have some good infrastructure plays. In the short term, it could be under more pressure.

DON'T BUY

His model price has been under the stock price for quite some time. Current model price is $22, a 41% negative differential. Also it does not qualify for his portfolio because of the weakness of its balance sheet.

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Brookfield Asset Management Inc. (BAM)