Brookfield Asset Management Inc (A)…

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

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

0.00

-0.00 (0.00%)

971 watching

DON'T BUY

A conglomerate that owns property management, power generation and money management. Decide where you want to be and then by that particular stock. If you like real estate, go to their Brookfield Properties (BPO-T) or Brookfield Renewable Power Fund (BRC.UN-T) for power generation.

BUY

They are fantastic managers. They delve into infrastructure and property management. They are experts at finding hard assets and grinding them to get as much value out of them as possible. They have so much capital to deploy. They highly like this company. A large part of their portfolio is cyclical and would get hurt in a downturn.

BUY

Very smart asset managers. Just made an interesting move by raising a fund to buy distressed commercial US real estate. A classic contrarian play and thinks it's an opportunity for them to make a killing. 2.5% dividend.

BUY

Global asset manager focused on infrastructure, real estate and renewable power. Very experienced management team. Have access to capital in times when there is not a lot of liquidity and can take advantage of distressed assets. Looking at this one right now.

BUY

Has come up nicely.

DON'T BUY

Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.

TOP PICK

Biggest shareholder in Brookfield Properties (BPO-T) as well as some big real estate investments in Australia/UK plus a lot of other features including lumber, power, etc. If the economy picks up, they have extra leverage. Have a lot of money.

TOP PICK

$5 billion to take advantage of the low prices of quality real estate. Manage $80 billion of assets for other people. Very astute management. This is one where you look at the book value more than the earnings. Good long-term hold.

TOP PICK

Biggest real estate entity on the TSX. Have positions in England, Australia and in Canada. Have done a good job of raising money and have in excess of $2 billion in cash. Low dividend ratio. Have other assets besides real estate so that when the economy picks up they will benefit from this.

BUY

Bond due 2017. Rated A low, which is a solid investment grade. Flesh with cash.

BUY

Brookfield Asset Management (BAM.A-T) versus Brookfield Properties (BPO-T)? Likes both of them a lot. Owns more of Brookfield Asset Management and loves their hydroelectric generating assets. Brookfield Properties has a terrific balance sheet. They are really positioned to go in and be vulture investors and by some big valuable distressed properties at good prices.

BUY ON WEAKNESS

Longer term, you could do well on this one. He would like to buy in at under $15. Likes that they have a dividend. Balance sheet is still a little weighted towards debt but believe they are in the process of selling $850 million.

TOP PICK

8.95% bonds maturing 6/6/14. They have power generation infrastructure as well as real estate. Solid management. Good track record. Good cash flow.

HOLD

(Market Call Minute.) Stock is trading right at NAV.

BUY

Good way of playing in the real estate market. They own a little over 50% of Brookfield Properties (BPO-T). Very good core assets in high cash generating businesses. Very astute acquirers with about $4.5 billion in available buying power. Smart operators.

Showing 601 to 615 of 693 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Richard Orrell

RN Croft Financial Group

Stockchase Insights

5i Research

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Stan Wong

Private Wealth Management, ScotiaMcleod

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

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