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

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.

This one is probably your 1^st stop in the Brookfield names, but it might be a little bit priced to perfection. There is a possibility he might Buy this to replace one of his REIT names. You could also look at Brookfield Partners (BPY.UN-T), which has a strong yield.

He is looking at the Brookfield Group. This one is an experienced package of companies. Just raised some money, so they could be looking for transactions and infrastructure stuff. Very large organization. If you are looking for a long-term growth stock, possibly some volatility, this looks like a pretty good bet.

Morguard (MRC-T) versus Brookfield Asset Mgmt (BAM.A-T)? A 3 year chart was used. Morguard ended up higher, but what convinced him more towards it was that the spread in 2013-2014 is getting wider, indicating it is an outperform. He would be more inclined to pick Morguard.

Great global infrastructure company.

BAM.A-T vs. BIP.UN-T. He would buy more of each. BAM.A-T growing at 14% annually, one year out. BAM.A-T is the better buy. BIP.UN-T will have the higher yield, however.

Does not like the entry point here. Wait for a pullback. Fundamentally the sectors it is in are fine. We are not getting the pullback he had previously forecast, so you have to be patient here.

(A Top Pick May 15/13. Up 21.70%.) Tremendous company and tremendous management. It’s hard to get your hand around the structure. There are 3 public companies associated with it. In infrastructure, energy, has funds it manages giving them a management fee and interest. Very diversified. Very smart management that can deploy its assets profitably and make a nice return on them.

(Top Pick Apr 26/13, Up 22.16%) They are a great company that can go out and buy great assets. Thinks they will have opportunities as the government off loads some assets.

Great company with extremely smart and sound managers of assets. The management team is very much in line with the investor because they are the biggest shareholder. Have been working very hard on expanding their international presence, particularly on the real estate side. Aggressively pursuing opportunities in India and doing very, very well. Within the company, there are lots of moving parts and minority stakes that he thinks they are working to clean up. Would be a very strong holding for someone who likes real estate.

A multifaceted company. The mergers of the property companies has encouraged him to look at it even closer. This is a $175 billion company. It’s not only into properties, its biggest asset, but is into properties globally. Owns prime properties all over major financial centers. If you want a broad diversification and good potential growth, this is a good company.

He pretty well buys this for all his clients as they walk through the door, depending on the price. Has moved up closer to its NAV, so the opportunity to have huge gains going forward is limited. They continue to do all the right things. What he really likes is their financial management business. They have huge funds and are able to make a nice management fee and charge. Incredibly smart management.

Great long-term hold. Very good managers of their business and they understand the business. A holding company and have done a very good job of narrowing the discount. What some people don’t like is that they have done a little bit of financial engineering, so you have to believe that they are doing it fairly. Some great organic growth in the areas they are talking about, whether on the property side or the infrastructure side. Thinks there is going to be a lot of growth in infrastructure business and they will be able to buy some really great assets, especially as governments need to sell off a lot of assets.

Preferred Series D. Cautious of straight perpetual issues because we have a rising rate environment. Prefers some National Bank preferreds.

Owns a lot of real estate on their own balance sheet, but had great success raising money from pension funds, which earns fees.