Brookfield Asset Management Inc (A)…

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

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971 watching

BUY

Best in class asset managers. You can sleep at nights if you own this one. So well financed and so good at what they do, that they can go global and analyze opportunities.

BUY

One of the best investors in North America. Made a very profitable investment about 5 months ago.

BUY

Well run. Comes to the market frequently with preferred shares and he thinks they are stepping up their foreign investments. Has been moving sideways for 4 or 5 months but should start moving up shortly. Yield of 1.6%.

BUY

Have a strategy of growing management fees. Likes the business model. BAM is the top company in the structure.

HOLD

In a very nice uptrend. 200 day moving average is also in an uptrend. If you own, add to your position if it gets above $32-$33.

PAST TOP PICK

7 Year Bond 5.29% 4/25/17. (A Top Pick Apr 27/10. Up 8.42%.) Thought and still thinks the credit was undervalued.

TOP PICK

5.20% bond maturing Sept 8/16. Likes the company a lot as an equity and likes their bonds as well. Their bonds come to market with yields much wider than similarly rated bonds would come.

BUY

Very astute management. Great purchasers of assets. Long relationships with huge sovereignty and pension funds. Very good at buying things cheap, understanding their values, maturing them and then selling them. Trades at a discount to its NAV 0f $42-$45.

BUY

Company indicates their NAV is between $37 and $38 a share. Great inflation play. Have lots of exposure to US real estate, which is going to do well. Lots of growth and assets in Brazil. Can see lots of upside.

TOP PICK

Takes position that economy is improving. These guys are best positioned to take advantage of it. This is just a very good long-term holding. Financially responsible. They take in funds for real estate funds and get fees for managing these funds. Yield is low, but everything else about them is responsible.

TOP PICK

They have a strategy that makes sense to him and they articulate it well in the letter to shareholders. Tremendous portfolio of properties. Assets in Australia, Canada, US and Brazil. Just purchased the most important operator of shopping centers in the US out of bankruptcy, which he thinks was brilliant. A diverse group of assets – railways in Australia, power generation in Brazil. Have produced terrific returns on equity to shareholders, although the dividend is small. They manage funds for others as well as corporate funds. 1.6% dividend.

TOP PICK

Not technically a REIT but huge in real estate. Has them as one of his biggest holdings. Still believes economy is going to go up. Recently they did a big issue and the market had difficulty digesting it. It has come down and looks like it is basing. They are diversified into infrastructure and into several countries. They have weakened off and they represent value again.

PAST TOP PICK

(A Top Pick Feb 18/10. Up 37.04%.) Still loves. Great management. Long term hold.

HOLD

Invest in hard assets including infrastructure in ports in Australia and real estate in the US. Very smart managers. Very good name to hold long term if you want exposure to infrastructure. 1.6% yield. Prefers others with higher yields. (See Top Picks.)

PAST TOP PICK

(A Top Pick Feb 8/10. Up 48.34%.) Still likes.

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