Brookfield Asset Management Inc (A)…

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

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TOP PICK

Shares were hit in April, when he stepped in. A great asset management franchise for long-term investors. Historically, whenever you bought Brookfield shares below NAV, you did well long term. If interest rates were at 5-10%, it would hammer this stock because they buy assets using debt strategically, but rates will stay anchored near zero. Investors will need to own global, diversified, alternative assets. Huge growth on their renewable side too. BAM is in the sweet spot. (Analysts’ price target is $53.95)

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BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Low interest rates benefit the company but the company’s success is not necessarily contingent on it. A quick jump in rates might disrupt the stock as would other companies. BAM.A is not investing in low returning projects just because of low rates. Unlock Premium - Try 5i Free

TOP PICK

Get exposure to a lot of different areas. Likes the addition of Mark Carney to the ESG progam, where there's a ton of opportunity. Inching its way back up to the $50-60 range. Can buy and hold for a really long time. Yield is 1.41%. (Analysts’ price target is $53.95)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There has been some negative sentiment for their mall holdings. However, the malls are prime real estate in major urban areas. The risk is even smaller when comparing their real estate exposure to their other business potential. Analysts expect BAM to put money up for buybacks. Unlock Premium - Try 5i Free

HOLD

All of the funds funnel money back to the mothership. Executives also own the main Brookfield stock more than the subsidiaries. There is heavy office, mall and real estate hold up. It will recover back to its growth projectory once things normalize.

PAST TOP PICK

(A Top Pick Aug 02/19, Up 5%) It's a favoured holding because Brookfield has its hands in many business. It's his way to invest in alternative strategies, namely private equity without paying the extra costs. BAM is getting hit on the property REIT side, but doing well in renewables and infrastructure. Also, they derive dividends from subsidiaries and they charge fees for all the hedge funds they run. Their Oak Tree purchase was another notch in its belt, because Oak Tree buys distressed debt at very low prices, as they did during the March plunge. They keep increasing their dividend by 10% annually (while globally dividend payouts have dropped 23%), which indicates strong free cash flow. BAM is probably sniffing around for more bargain buys.

BUY

The business is great and the management team is strong. A fantastic compounder of capital. A company that does well in low interest rate environment. They take real estate and create synthetic bonds for institutions. Recent fundraising has been prolific.

TOP PICK

Will benefit from a low interest environment. Their clients include pension and sovereign wealth funds which seek income. Brookfield invests in hard assets, infrastructure and renewables (see those stocks). Hard assets like bridges and tolls generate cash. They could swoop up government assets for sale to reduce government deficits. Their private equity division has a fine, long-term track record. They bought Oak Tree Capital last fall which buys distressed credits, which Brookfield can take advantage now. She likes the alternate asset managment space. With the the current 10% pullback YTD, BAM is now a good entry point for long-term. (Analysts’ price target is $39.92)

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BUY

A big fan of the Brookfield group of companies. Depending on the time horizon, there could be weakness in the near term. However, in the longterm it is positive.

TOP PICK

A favourite of institutional investors. It's the best-managed large company in Canada, excellent at gathering large infrastructure assets like airports, railways and highways which have a long life and produce reliable returns. With bonds paying 0.5%, pension funds are attracted to assets that BAM buys and manages well. BAM is very well-placed, though it's taken a temporary hit. It pays only a 1.4% dividend, but contains a strong basket of assets that altogether are worth 50% more than the share price. A must-hold for all Canadian investors. (Analysts’ price target is $55.64)

BUY

Which Brookfield stock to buy for share and dividend increase? BAM owns pieces of the other Brookfield stocks. Brookfield is in a unique spot because they can gather a lot of assets using (a lot of) money on the side to invest). However, they have a lot of competition in the alternative assets space, like pension funds, that are looking to invest in assets in and outside Canada. Assets are cheap now, so it's an opportunity for BAM.

BUY

It is an extremely complex company. He admires that it is at the top of its pyramid. They have done an outstanding job. It is probably a fairly good investment in the long term to come.

PAST TOP PICK

(A Top Pick Jun 11/19, Up 9%) She continues to hold this. It manages over $500 billion of alternative assets. The company, in this low interest rate environment, will continue to do well. They bought 62% interest in a financial company that focuses on distressed credit assets. They have the option to buy the balance of that company over the next 10 years. This gives them about $75 billion of available cash for deployment.

BUY

BPY.UN-T vs. BAM.A-T. BPY.UN-T has some of the worst exposure if you are worried about a slow economic recovery and how we will react if there is a second wave. The stock has been cut in half. He loves BAM.A-T and he thinks they are one of the smartest investors on the street. You could make the case that BPY.UN-T is undervalued. If you are looking for short term moves, then this might be one of them.

BUY

He'd buy this any day. It is a great long term value creator. They are huge and in many continents. This is a very good entry point.

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