Brookfield Asset Management Inc.

BAM-N

NYSE:BAM

57.40
0.14 (0.24%)

Analysis and Opinions about BAM-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 30, 2012
5.29% bond maturing April 25/17. This is an undervalued credit so bond yield is more that the underlying government of Canada bond yield.
5.29% bond maturing April 25/17. This is an undervalued credit so bond yield is more that the underlying government of Canada bond yield.
Hank Cunningham
Fixed Income Strategist, Odlum Brown Limited
Price
$30.200
Owned
Yes
BUY
BUY
May 20, 2011
Interesting conglomerate with property, hydro, utilities and forestry and yet sells at a big discount to its NAV.
Interesting conglomerate with property, hydro, utilities and forestry and yet sells at a big discount to its NAV.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$33.100
Owned
No
BUY
BUY
March 24, 2011
Really likes it. They did a very good job of buying assets at the right time. Have been able to monetize assets over a period of time and sell them off. Over a period of time you see it move sideways for a while and then it jumps.
Really likes it. They did a very good job of buying assets at the right time. Have been able to monetize assets over a period of time and sell them off. Over a period of time you see it move sideways for a while and then it jumps.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$31.500
Owned
Yes
STRONG BUY
STRONG BUY
January 25, 2011
A great business – a play on the interest on investing in assets, largely hard assets. A very diverse portfolio of high-end assets. There is lots of institutional money interested in investing in these assets. Power generation business is interesting. Commercial properties are great assets. A big position for him.
A great business – a play on the interest on investing in assets, largely hard assets. A very diverse portfolio of high-end assets. There is lots of institutional money interested in investing in these assets. Power generation business is interesting. Commercial properties are great assets. A big position for him.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$33.020
Owned
Yes
BUY
BUY
August 12, 2009
2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over.
2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over.
Dean Smith
VP & Associate Portfolio Manager, Gluskin Sheff and Associates
Price
$20.290
Owned
Yes
BUY
BUY
August 4, 2009
Bonds maturing 2017. Price of these bonds has gone from 100 cents on the dollar to about $.87. If an experienced investor with a long time horizon, these could be looked at. Company has a lot of high-quality assets so can raise a lot of money by selling some of these. Assets throw off pretty stable cash flows for the long-term.
Bonds maturing 2017. Price of these bonds has gone from 100 cents on the dollar to about $.87. If an experienced investor with a long time horizon, these could be looked at. Company has a lot of high-quality assets so can raise a lot of money by selling some of these. Assets throw off pretty stable cash flows for the long-term.
David Schaffner
President & CEO, Leith Wheeler
Price
$20.640
Owned
No
BUY
BUY
June 8, 2009
Preferred shares. (He owns the common.) Great company and well capitalized. Diversified into power generation, asset management and real estate. Now that we are rallying, preferreds have somewhat lagged so it is not a bad time to buy these. When the economy turns around these underlying securities will do better.
Preferred shares. (He owns the common.) Great company and well capitalized. Diversified into power generation, asset management and real estate. Now that we are rallying, preferreds have somewhat lagged so it is not a bad time to buy these. When the economy turns around these underlying securities will do better.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$17.910
Owned
Yes
BUY
BUY
September 16, 2008
The recent weakness is a buying opportunity. Wonderfully managed. Well financed. Selling at a substantial discount from ascertainable net asset value.
The recent weakness is a buying opportunity. Wonderfully managed. Well financed. Selling at a substantial discount from ascertainable net asset value.
Marty Whitman
Founder, Co-CIO, Third Avenue Management
Price
$26.880
Owned
Yes
WAIT
WAIT
August 27, 2007
Has come off under quite a bit of pressure recently. Something like a leveraged buyout company. Very disciplined in their investments. Have some good infrastructure plays. In the short term, it could be under more pressure.
Has come off under quite a bit of pressure recently. Something like a leveraged buyout company. Very disciplined in their investments. Have some good infrastructure plays. In the short term, it could be under more pressure.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$35.200
Owned
Unknown
DON'T BUY
DON'T BUY
July 27, 2007
His model price has been under the stock price for quite some time. Current model price is $22, a 41% negative differential. Also it does not qualify for his portfolio because of the weakness of its balance sheet.
His model price has been under the stock price for quite some time. Current model price is $22, a 41% negative differential. Also it does not qualify for his portfolio because of the weakness of its balance sheet.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$35.690
Owned
No
DON'T BUY
DON'T BUY
June 7, 2007
Moving out of forestry and into infrastructure. He isn't going into it because it's a Canadian stock, in that pension plans only have a few things they can go into, and this stock is getting bumps because the market is small. Not a particularly compelling values at this point. However management is very strong, and he wouldn't advise not to buy, but he says that he has recommendations that are better.
Moving out of forestry and into infrastructure. He isn't going into it because it's a Canadian stock, in that pension plans only have a few things they can go into, and this stock is getting bumps because the market is small. Not a particularly compelling values at this point. However management is very strong, and he wouldn't advise not to buy, but he says that he has recommendations that are better.
Charles Lannon
Director of Research, Toron Investment Management
Price
$38.470
Owned
No
SELL
SELL
June 7, 2007
Is very expensive right now. -37% differential.
Is very expensive right now. -37% differential.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$38.470
Owned
No
HOLD
HOLD
May 5, 2007
Has just reached it's all time high. Considered to be a financial service stock. Period of season strength until the end of May. Strong Hold.
Has just reached it's all time high. Considered to be a financial service stock. Period of season strength until the end of May. Strong Hold.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$62.330
Owned
Unknown
BUY
BUY
August 23, 2006
Really interesting company because it is really a cash-flow generating machine. Large investors are moving money towards assets that are generating a lot of cash. Will likely continue to be favourable.
Really interesting company because it is really a cash-flow generating machine. Large investors are moving money towards assets that are generating a lot of cash. Will likely continue to be favourable.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$44.620
Owned
Yes
HOLD
HOLD
August 17, 2006
Exceptionally well run. The hydroelectric side of the business is well positioned for many years to come. A lot of free cash flow. If it dropped 5/10% or grew into its valuation he would consider adding to it.
Exceptionally well run. The hydroelectric side of the business is well positioned for many years to come. A lot of free cash flow. If it dropped 5/10% or grew into its valuation he would consider adding to it.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$43.010
Owned
Yes
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