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Brookfield Asset Management Inc (A) (BAM.A.TO)
Financials 
Technical Analysis 0
BUY
Owns this one and the renewable and the properties. They seem to be in a perpetual state of being reorganized but seem to perform. It depends on how diversified you want to be – real estate or energy. Has a high regard for management and unlocked a lot of shareholder value. Buy two or three of the Brookfield names. If he had to choose one it would be this one.
Michael DecterOwned
managementdiversified
TOP PICK
The holding company for the Brookfield group. It owns Brookfield Properties (BPO-N), Brookfield Properties in Canada (BPO-T) plus Brookfield Renewable Energy (BEP.UN-T). Great play on inflation assets and is down 18% over the last year. 1.9% dividend, which they may raise.
Gavin GrahamOwned
managementdiversified
TOP PICK
Trading at a discount to its NAV. Their renewable power, infrastructure and real estate divisions are all trading under valued relative to where this company is today. Plus, all of 3 of these divisions are seeing revenues and earnings gains into the mid teens. The only weak division has been the investment side.
Ben ChengOwned
managementdiversified
BUY
Share price has fallen because some of their businesses, such as asset management, have earnings volatility. Likes this for the long term. Have a lot of high quality office buildings, power and infrastructure, which are great places to be.
Colin StewartOwned
managementdiversified
BUY
A fantastic holding company that has a tremendous amount of value. Numbers came out a little light from what that street expected. One of the world global managers that tend to do the right things. Trading below NAV.
Paul Gardner, CFAOwned
managementdiversified
TOP PICK
5.29% bond maturing April 25/17. Good company and their bonds are undervalued as the market not understanding the credit. A BBB rated credit.
Hank CunninghamOwned
managementdiversified
TOP PICK
Classified as real estate, but it has lots of stuff including major hydro, water facilities. In Brazil and Australia also. Got a major shareholder because of a deal they did in the US. Buy this for a long-term hold.
Charles DillinghamOwned
managementdiversified
TOP PICK
Net asset value of their holdings is about $37 and yet the stock is trading at far less. This gives you an investment in one of the smartest management groups in Canada. They're investing in long-duration assets of real estate, power generation and infrastructure which have low volatility. Have been buying back shares fast and furiously in the last few days. A long-term hold.
Barry SchwartzOwned
managementdiversified
TOP PICK
Very dynamic process. Very diversified but have been putting all their sectors into proper boxes. Diversified globally. Great long term holding. Good price.
Charles DillinghamOwned
managementdiversified
BUY
At the head of a huge web where they invest in a whole suite of smaller companies. Prefers to own this one. Trades at a discount to NAV. Dividend is less than 2% but expecting this will get increased over time. For a higher dividend you would go into one of their smaller holdings.
Michael Simpson, CFAOwned
managementdiversified
BUY
Very smart management. Have been able to raise a lot of money in a lousy market. Have one of the best suites in US real estate. Making huge inroads into Australia.
Barry SchwartzOwned
managementdiversified
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