BAM-N
BAM vs. BEP.UN They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.
BPY has been stuck and he thinks it will continue. They are high quality and are cheap in terms of value. However, it suffers from its relationship with the parent. Their assets are office in London and shopping malls. He thinks though when they privatized assets to the parent they did not pay fair market value. He thinks you should own BAM instead as they collect fees instead of paying fees like BPY.
BPY has been stuck and he thinks it will continue. They are high quality and are cheap in terms of value. However, it suffers from its relationship with the parent. Their assets are office in London and shopping malls. He thinks though when they privatized assets to the parent they did not pay fair market value. He thinks you should own BAM instead as they collect fees instead of paying fees like BPY.
In isolation BPY.UN-T is a great name. It trades at a large discount to NAV and pays a yield of 6%. He looks at other real estate stocks and he would favour owning the parent BAM-N. He prefers the parent as they collect fees from all the other entities. Now is a good time to own BPY.UN-T due to the discount to NAV and this lower interest rate environment. He would be cautious that they do hold a lot of retail shopping centres, which may require capital investment in the future.
In isolation BPY.UN-T is a great name. It trades at a large discount to NAV and pays a yield of 6%. He looks at other real estate stocks and he would favour owning the parent BAM-N. He prefers the parent as they collect fees from all the other entities. Now is a good time to own BPY.UN-T due to the discount to NAV and this lower interest rate environment. He would be cautious that they do hold a lot of retail shopping centres, which may require capital investment in the future.
Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment.
Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment.
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 7
Neutral - Hold Signals / Votes : 2
Bearish - Sell Signals / Votes : 0
Total Signals / Votes : 9
Brookfield Asset Management Inc. is a American stock, trading under the symbol BAM-N on the New York Stock Exchange (BAM). It is usually referred to as NYSE:BAM or BAM-N
In the last year, 9 stock analysts published opinions about BAM-N. 7 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Brookfield Asset Management Inc..
Brookfield Asset Management Inc. was recommended as a Top Pick by Brett Girard, CPA, CA, CFA on 2020-09-16. Read the latest stock experts ratings for Brookfield Asset Management Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
9 stock analysts on Stockchase covered Brookfield Asset Management Inc. In the last year. It is a trending stock that is worth watching.
On 2020-09-18, Brookfield Asset Management Inc. (BAM-N) stock closed at a price of $33.46.
BAM vs. BEP.UN They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.