Brookfield Asset Management Inc (A)…

Brookfield Asset Management Inc (A) (BAM.A.TO)

0.00

-0.00 (0.00%)

971 watching

BUY

Great company, super managers. He's studying it right now. You can buy it. This performs well over all kinds of market cycles.

WATCH

Coming into his crisis things were as good as they could have been. The dividend is sustainable because it is low. They have a large real estate portfolio and it will be challenged coming out of all this. A lot of tenants are compromised in terms of their ability to pay. Be careful about big real estate portfolios. There is a lot of liquidity in the system and they are looking for a credible entity to put their money to work for them. BAMA.A-T might gather capital in this environment. It should be on your shopping list.

PAST TOP PICK

(A Top Pick Mar 26/19, Down 22%) Absolutely consider buying it now. Read the letter to shareholders on their web site. This is one CEO worthy of your attention. Everybody should own this company.

TOP PICK

It has a tremendous range of assets – infrastructure, toll roads, ports, airports, railways and all kinds of real estate. It also has a lot of partnerships. It has $65 Billion to buy things now at bargain basement prices. This is the time when value investors shine.

PARTIAL BUY

At what point does the private equity markets get hit? We're starting to see people sell even gold and treasuries to meet margin calls. It isn't far that real assets will be sold--a spiral he doesn't want to see. But BAM is well-managed. Nibble away at these level, but don't go in whole hog.

COMMENT

It's held up very well in this sell-off. It could see a nice rebound. His target is $64.50 and buy there. But it it fails there, then $53 is the next support. Its FMV is $74.68, actually, so the stock isn't cheap at current levels. Also, it pays only a 1.5% dividend.

BUY

It's a winner. The pullback now is a good entry point. It's one of the world's best and biggest owners/operators/buyers of "alternative assets" (private equity, infrastructure, renewables, real estate). They operate all around the world, in every continent. Their size means they can write huge cheques without involving partners. The best thing in markets they operate in they're not obtained by auctions, but negotiated deals. They synergize well. They grow capital without committing their own earnings, more and more, as institutional demand for these assets continues to grow.

PARTIAL SELL

It's done enormously well over 10-15 years. Long-time holders should take some profits. Brookfield turns its subsidiaries into Canadian corporations, not US limited partnerships, which helps your tax treatment.

COMMENT

If you've held it for the last couple of years, maybe it's not a bad time to take some profits. For him, cashflow is what is important for him. It is one of the core holdings for his portfolio at 5%. Infrastructure and REITs are well-hedged for any interest rate disruptions.

COMMENT

Trading at a high, doing very well. Dividend increases every year. Parent company does well as money flows up from all its subsidiaries.

BUY

It benefits from its global reach and has a piece of all the action in all its Brookfield stocks. This can replace a Canadian bank stock. BAM is very well run and has the attention of global investors. It's not risk-free (given low interest rates), but strong overall.

BUY

If you like it, he would buy into it now. As long as the valuation is not super expensive and you plan to hold it for a long time, then you can buy it. It is a well-run company that checks all the boxes. It is a well-run global business. The earnings were tremendous.

BUY ON WEAKNESS

Very strong results this morning. 3 to 2 stock split. Increasing dividend by 12%. Successful at fundraising. Infrastructure and renewables have done really well. A leader in alternative assets. Lots of capital. Wait for weakness to add.

BUY

It's his biggest Canadian stock. It's gone up by succeeding in its core business as well as paid shares in limited partnerships which are not fully reflected in the share price. Don't buy this for the dividend. Buy BIP for that.

BUY

BAM or another Brookfield stock? He once owned all the Brookfields--but you don't need to. BAM'A exposes you to all the stocks. Very stable. They have no problem raising capital and know how to put it to work. He also owns BIP.UN, which will outperform BAM'A long term, but is a little more volatile. You can't go wrong with any Brookfield stock.

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Brookfield Asset Management Inc (A) (BAM.A.TO)