Brascan Corporation

BAM.LV.A-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about BAM.LV.A-T

Signal
Opinion
Expert
BUY
BUY
October 6, 2005
Evolving into a property/asset management company. This gives you a lot of leverage on your capital and you don't have to actually own the stuff that you manage. Smart management.
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Evolving into a property/asset management company. This gives you a lot of leverage on your capital and you don't have to actually own the stuff that you manage. Smart management.
DON'T BUY
DON'T BUY
September 22, 2005
Utilities, pipelines, etc. have done fabulously well and benefited from growth in the Price/Earnings ratio which has grown from a typical 12 to 18. Very little room for expansion in the P/E ratio. You'll have single digit growth and a reasonable dividend yield. Would consider paring back and moving into better areas.
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Utilities, pipelines, etc. have done fabulously well and benefited from growth in the Price/Earnings ratio which has grown from a typical 12 to 18. Very little room for expansion in the P/E ratio. You'll have single digit growth and a reasonable dividend yield. Would consider paring back and moving into better areas.
HOLD
HOLD
September 12, 2005
Trades at a premium valuation to its net asset value. Can't see much upside.
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Trades at a premium valuation to its net asset value. Can't see much upside.
BUY
BUY
August 11, 2005
Used to be the ultimate resource and the ultimate conglomerate. Have now focused on generating cash flow out of a lot of businesses. They sell off some of their businesses and collect a fee for managing it. A nice steady income stream. Great financial engineering. Will eventually get rid of Noranda and they'll have more capital to do more things.
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Used to be the ultimate resource and the ultimate conglomerate. Have now focused on generating cash flow out of a lot of businesses. They sell off some of their businesses and collect a fee for managing it. A nice steady income stream. Great financial engineering. Will eventually get rid of Noranda and they'll have more capital to do more things.
HOLD
HOLD
July 20, 2005
A big company, very clever people doing great things in their empire of real estate, hydro generation, etc. A long term hold. Dividends. Will probably see them sell off the rest of Noranda one day.
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A big company, very clever people doing great things in their empire of real estate, hydro generation, etc. A long term hold. Dividends. Will probably see them sell off the rest of Noranda one day.
HOLD
HOLD
June 15, 2005
Changing from resource based to more real estate based. Not so keen on it in its present form with the real estate exposure.
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Changing from resource based to more real estate based. Not so keen on it in its present form with the real estate exposure.
BUY
BUY
June 3, 2005
A great conglomerate. Strong management. Generating a lot of cash flow. Trades at a discount to its net asset value.
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A great conglomerate. Strong management. Generating a lot of cash flow. Trades at a discount to its net asset value.
BUY
BUY
May 25, 2005
If you are a serious blue chip investor, this is by far the best in current times. Tremendously focused.
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If you are a serious blue chip investor, this is by far the best in current times. Tremendously focused.
TOP PICK
TOP PICK
May 17, 2005
Very impressed with their descipline in dealing with their non-core assets such as Noranda (NRD-T) Falconbridge (FL-T) and timber assets. Have made it clear that they are looking for buyers, but at top dollar. Good track record. Also have power generation and the Brookfield assets (BPO-T). Not terribly expensive.
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Very impressed with their descipline in dealing with their non-core assets such as Noranda (NRD-T) Falconbridge (FL-T) and timber assets. Have made it clear that they are looking for buyers, but at top dollar. Good track record. Also have power generation and the Brookfield assets (BPO-T). Not terribly expensive.
DON'T BUY
DON'T BUY
April 7, 2005
At about twice its book value and has no upside potential. Doesn't care for the company at this time. A lot of restructuring going on with the company, so it's kind of hard to figure out.
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At about twice its book value and has no upside potential. Doesn't care for the company at this time. A lot of restructuring going on with the company, so it's kind of hard to figure out.
BUY
BUY
March 22, 2005
With talk of a takeover, Falconbridge (FL-T) is trading in line with Noranda (NRD-T). To participate in the gains of these 2 companies, would recommend looking at this one which is enjoying all those earnings coming in.
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With talk of a takeover, Falconbridge (FL-T) is trading in line with Noranda (NRD-T). To participate in the gains of these 2 companies, would recommend looking at this one which is enjoying all those earnings coming in.
TOP PICK
TOP PICK
March 8, 2005
Liked their real estate holdings, liked before they did their deal on the timber on the west coast. Theyare in the process of monotizing some of their assets, and he wants to be along for the ride. A "value play"
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Liked their real estate holdings, liked before they did their deal on the timber on the west coast. Theyare in the process of monotizing some of their assets, and he wants to be along for the ride. A "value play"
HOLD
HOLD
January 19, 2005
Very fine, solid company. Extremely clever people.
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Very fine, solid company. Extremely clever people.
DON'T BUY
DON'T BUY
December 7, 2004
For a holding company would rather get it at a lower price. Prefers others.
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For a holding company would rather get it at a lower price. Prefers others.
DON'T BUY
DON'T BUY
December 2, 2004
Now trading above its asset value. Investors hope that Brascan will get a much better price for Noranda. They hold a little bit, but have been selling some down.
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Now trading above its asset value. Investors hope that Brascan will get a much better price for Noranda. They hold a little bit, but have been selling some down.
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