Opinions
Jennifer Radman
Brookfield Property Partners
BPY-Q
SELL
Nov 20, 2013
$19.140
Stock price when the opinion was issued
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They had an investor event in New York recently. They have exposure to Now York and London, England. 4.68% yield. They will keep buying back stock. Some rent increases they will be getting have not flowed through the numbers yet. They will increase free cash flow 15% for the next couple of years. He can compound his money here at 20% per year.
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The BAM-BPY deal. What to do? If you can, get the preferred BPY in this deal because it pays a good yield. To buy separately or not, he doesn't know. Most investors prefer to own BAM, because management holds a lot of shares. They do a very good job of buying interesting assets cheaply. Owning BAM is as good as owning other Brookfield stocks.
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It is a yield play. The whole rate space in general, she thinks, is limited and she would be selling. She would not deploy the funds into the yield space.