Brookfield Corp (BN.TO)

You have to think of trends moving forward, especially for financing and underwriting new ideas. It'll be focused on pools of private equity and it has private debt. On the utilities side of the business, the "underlings" (such as BEP.UN and so on) are going to be trying to fund all these growth areas (such as data centres).

Just like the banks, companies like this (along with KKR and BX) will be necessary moving forward to provide all the financing to fulfill the trends. 

This name get dividends filtered up from the subsidiaries, as well as management fees. He's owned for a long time. A good buy at this time.

It is an alternative asset manager and is now branching into the retail area. It is in a good space and very well positioned in the de-carbonization theme and has holdings in infrastructure, renewables and private equities. They made a good acquisition of Oaktree Capital.

One of her two choices in the space. Consistent capital flexibility, less sensitive to economic cycle.

Has long admired this. Earnings growth is around 20% for a long time. Own this for the long term, not short.

It is their second or third largest holding in their fund. Expect earnings to grow 20 % over the five years. It is able to use their scale to their advantage and has fewer competitors now. It has ownership of data centres through their holdings of infrastructure companies. Also has investments in providing power for data centres through its stake in BEP. It also participates in the alternative investment field.

It's been basing since last September. Pays a decent dividend. As long as it holds $60, this won't revisit $49. Should be a core holding you hold for a long time.

Unlike before, it is now tapping the public equity markets and able to own assets for much longer terms so it can expand its operating footprint and grow their franchises. There is a high level of debt across the globe in developed economies so we should start to see privatization strategies where sovereign assets are sold off. Brookfield Corp will be well positioned to participate.      Buy 8  Hold 2  Sell 1

Private equity, private credit. Outperformer in recent years. Likes it, and its management, a lot. Lots of noise in the space, as well as headwinds on valuation. Don't worry about this move on one day, not the beginning of the end. Had a great run and, for that reason, may underperform in a general market correction.

The parent to all the subsidiaries. Well positioned on a lot of trends like renewables, uranium exposure, infrastructure. Cashflows from subsidiaries are backed by hard assets under long-term, inflation-protected contracts. Very global. Alternative asset segment as a whole is growing. Oaktree Capital has been a nice avenue of growth.

Very well positioned. On pullbacks, add to or initiate a position.

Good question. The asset management piece is narrower than the entire Brookfield. It's a great, well-run company, so either one is fine. Overall, parent company might be a bit better longer term. But from time to time the asset management business will shine because of specific things going on in its universe.

As to which is better, it's a coin flip at any point in time.

Redomiciled to the US, which will eventually qualify it for inclusion in US indexes and, thus, increasing demand for the shares. Scary-looking chart merely reflects the recent stock split. Own this to get diversified exposure to all of the operating segments.

The stock hasn't actually dropped that much. Not a stock split, but there has been some corporate activity among the Brookfield names. You'll have to read the corporate information to get the details. Your platform will eventually adjust the numbers appropriately.

The reasons you held BN yesterday are the same reasons to hold it today.

Underperformance in April really showed how much torque it has to the downside (as well as to the upside). More volatile and cyclical than Canadian banks. Lots of office real estate, and she's not sure where that's going. Yield is 0.5%.

She prefers some of its underlying investments -- BEP.UN, BIP.UN. These have higher dividend yields and are safer (backed by long-term contracts).

Owned in both of his firm's equity mandates. Continues to be very constructive on the business, industry, management, and strategy. Leader in the alternative asset manager space. Scale advantaged. Fund flows to private equity are outstripping flows to publicly traded stocks and bonds. Global. Over $1T on balance sheet. Serial compounder.