TSE:BN

Brookfield Corp (BN.TO)

51.92
+0.22 (0.43%)
as of Sep 30, 2026, 8:00:01 pm Market Open.
290 watching
0
HOLD
BN and BAM The parent, which owns 75% of BAM. Thinks the December drop in share price was due to its competitor BX dropping 35% in 2 months, and that took the entire sector down. Doesn't matter long term. He's sticking with his allocation of BAM and BN. BAM yields over 4%, BN a bit smaller but it owns a big chunk of BAM plus everything it did before. If things start to pick up, well undervalued. Better days ahead on both.
HOLD

BAM and BN Thinks the December drop in share price was due to its competitor BX dropping 35% in 2 months, and that took the entire sector down. Doesn't matter long term. He's sticking with his allocation of BAM and BN. BAM yields over 4%, BN a bit smaller but it owns a big chunk of BAM plus everything it did before. If things start to pick up, well undervalued. Better days ahead on both.

BUY
BAM and BN Both are good. Solid. Undervalued. Can grow. The reason for the spin-out was to achieve more value and growth. For more torque, though, go with BN-T.
PAST TOP PICK
(A Top Pick Dec 02/21, Down 23%) The original parent co. Spinoff adds about $10 to the total return, which the -23% doesn't reflect. Believes in management and strategy long term. Great alternative asset manager and compounder of wealth over decades. Property costs and rising cost of capital have been headwinds for long-duration assets.
BUY
BN vs. BAM Really likes Brookfield. His preference is to own the parent company, as it has a more unique ability than the individual silos to allocate capital across the platform. He would continue to hold the asset management spinoff, but may not add.
TOP PICK
The new parent company. Likes the top of the pyramid because you get exposure to all the operating subsidiaries, but it can allocate capital opportunistically among those subsidiaries. Good at recycling capital. Ready cash to do M&A. So many levers to create value at a bad time in the market. Undervalued. Attractive in this environment. Yield is 1.65%. (Analysts’ price target is $67.36)
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