John Wilson Brookfield Property Partners BPY-Q TOP PICK Oct 19, 2015

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.

John Wilson

Owned

Unlock Rating

$22.690

Stock price when the opinion was issued

REAL ESTATE

It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

Get Signals Create your Watchlist

You might be interested:

DON'T BUY

If she wanted to get into this group, she would prefer to own the parent, Brookfield Asset Management (B AM.N) as she would expect there would be better growth as well as having a more diversified company.

SELL

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.

COMMENT

A little overvalued. The last few months have been characterized by weakness, particularly in the commercial property stocks. Higher rates are going to hurt stocks to some degree, but with the economy continuing to be strong and infrastructure spending, that can only help.

COMMENT

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.

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

John Wilson Brookfield Property Partners BPY-Q TOP PICK Oct 19, 2015

You might be interested:

Brookfield Property Partners(BPY-Q)

Brookfield Property Partners(BPY-Q)

Brookfield Property Partners(BPY-Q)

Brookfield Property Partners(BPY-Q)

Latest Buy Signals

Today's Top Picks

Popular Articles

Latest Sell Signals

Most Recent Experts

Eric Nuttall

The Panic-Proof Portfolio (Stockchase Research)

David Burrows

Larry Berman CFA, CMT, CTA

Stockchase Insights