Brookfield Asset Management Inc (A)…

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

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-0.00 (0.00%)

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COMMENT

It suffers from being a difficult company to categorize. With uncertainty on the US economy and the direction of the stock market, people want things that are easy to understand. You have to put your faith in management and be a long-term holder.

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DON'T BUY

A bear market can be tough on good companies. He can't see any bottom on this one. This one tops even before the banks. It is in a vicious downtrend.

PAST TOP PICK

(A Top Pick Mar 6/07. Down 14.7%.) Good inflation hedge. Still likes.

BUY

(Market Call Minute.) Focused in apartments and offices in Brazil. Terrific management.

TOP PICK

A tremendous set of assets. Thinks it has a “holding company” discount. Terrific balance sheet. 1.5% dividend. Very good growth story. Very smart managers.

COMMENT

Doing a lot of structured deals and one-offs. Hard to know exactly what is in it so at times like this it tends to trade at a discount. Really good track record longer term. Good managers of their assets. Asset value is in the $40’s so you are getting mispriced assets. Probably doesn't do anything until the market calms down but if you have a 5-year view, it's a buy. If you have a 6-month view he would probably wait.

PAST TOP PICK

(Top pick March 6, 2007, down 20.0%) They have a bunch of inflation hedges. Backs them. Price is down, buy more. May be dead money for the next 12-18 months. Your not getting paid to wait.

BUY

On his watch list. Nice technical entry point here. Own a big stake in Brookfield Properties (BPO-T), which is all US commercial real estate. You get tarred a bit with a sub prime brush, but it is more in terms of their undeveloped residential land and gets marked down. Hold prime Brazilian infrastructure assets.

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TOP PICK

Property and infrastructure. Very solid play going forward. Hard assets that do well in inflation. Likes what they are doing in power generation as well as in properties.

BUY

As an interest sensitive holding, it is going to get whipped around a fair bit. Its main legs are real estate and infrastructure in regards to power assets. Over the long term, it is an excellent company. Good strategy of offloading their assets and they remain as management.

HOLD

This is a long term hold. The company is well managed. The entry point is high right now, $33-34 would be better.

DON'T BUY

Have done a wonderful job of focusing their attention on cash generating assets. The stock started to falter in the summer and has not regained its footing.

SELL

A great selling opportunity. Stock has risen over a very long period, above its 200 day moving average. It has now broken below this and will now probably go back and test the 200-day moving average.

TOP PICK

Very smart, astute investors. A lot of their cash flow comes from bands, hydroelectric, et cetera and nothing to do with the credit market. One of the best names in Brazil in growing their Brazil assets.

HOLD

Great real estate operation. Good long-term hold. Very clever people.

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