Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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

TOP PICK
Had a 60% run-up over the last year, but has been unduly punished in the last little while. Tremendously strong asset management team. Strong cash flow. The price.
SELL
Looking at sentiment, there are greater perceived risks than there has been in the past. Real estate investment trusts are significantly under performing in the US. He sold his holdings.
BUY
Very clever organization. They are into timber, hydro, absolutely super fund management and real estate.
COMMENT
Has been hit in the last few weeks but doesn't think this is totally warranted. There are concerns about the Meryl Lynch rental agreement in their New York holdings.
COMMENT
Have done a great job on their power generation, real estate section and their financials. These are all consistent cash flow businesses. From a valuation perspective, it is slightly expensive. Looking at acquiring Canadian Pacific (CP-T).
BUY
Better to manage hotels than to own them. Also manages hydro electric, power generation assets and timberland assets. They have tremendous return on equity because their own money is not invested. Acceleration of earnings is not over and might just be beginning.
SELL
ROE declines are now noteworthy. Wouldn't be in the stock.
HOLD
A very well run company. Strong management, shareholder friendly, much growth. Management has a large stake in the business.
BUY
This is a good buying opportunity. Has had a great run, but for all the right reasons. Cash flow has been growing at a great rate.
BUY
It's a great longer term buy. Good and canny acquirers of property. He has lots of it.
WATCH
Don't worry about the stock splits. They are normal. The problem is the rising interest rates. Broke below it's 50 day moving average.
COMMENT
An inflation play. A really cheap stock. Split their stock today 3 to 2.
BUY
Company focused on generating cash flow. Are very good at that. He likes them.
BUY
Has kept moving up for quite a long time. All of their component parts are doing well. Will be spinning off some of their assets.
HOLD
Has incredibly prime real estate in the US so wouldn't be too concerned. He doesn't see a massive slowdown in US growth coming. Very astute management team
Showing 661 to 675 of 693 entries