Brookfield Asset Management Inc.

BAM-N

NYSE:BAM

32.32
0.15 (0.46%)
Brookfield Asset Management Inc. is a global alternative asset manager with approximately $285 billion of assets under management, focusing on real estate, renewable power, infrastructure and private equity.
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Analysis and Opinions about BAM-N

Signal
Opinion
Expert
COMMENT
COMMENT
August 10, 2016

She likes their private equity space. They have a number of arms of infrastructure. She has a number of companies that do similar things, which give the same kind of dynamics. Prefers a Tricon (TCN-T) or a KKR (KKR-N) instead. (See Top Picks.)

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She likes their private equity space. They have a number of arms of infrastructure. She has a number of companies that do similar things, which give the same kind of dynamics. Prefers a Tricon (TCN-T) or a KKR (KKR-N) instead. (See Top Picks.)

BUY
BUY
April 5, 2016

Great company. Stock fell when a newspaper put out an article about their use of fair value, and how assets were valued. This is a fee generating machine with about $300 billion of capital that it generates. Also has its own invested capital. This is a good opportunity to be invested.

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Great company. Stock fell when a newspaper put out an article about their use of fair value, and how assets were valued. This is a fee generating machine with about $300 billion of capital that it generates. Also has its own invested capital. This is a good opportunity to be invested.

BUY
BUY
July 14, 2015

Great company. Had a correction after a pretty nice move, but does appear to be on trend. There is a consolidation from May on which might not be too bad. If probably represents an okay entry point.

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Great company. Had a correction after a pretty nice move, but does appear to be on trend. There is a consolidation from May on which might not be too bad. If probably represents an okay entry point.

COMMENT
COMMENT
December 1, 2014

They get the management fees from their sub- companies, and they are planning to grow those companies at a dramatic rate. If they do, you are going to see a big, big move up over time. What is not being properly valued in the stock are the management fees and the carried interest. Wonderful business. Big, big backlog of projects.

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They get the management fees from their sub- companies, and they are planning to grow those companies at a dramatic rate. If they do, you are going to see a big, big move up over time. What is not being properly valued in the stock are the management fees and the carried interest. Wonderful business. Big, big backlog of projects.

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.
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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.
BUY
BUY
May 20, 2011
Interesting conglomerate with property, hydro, utilities and forestry and yet sells at a big discount to its NAV.
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Interesting conglomerate with property, hydro, utilities and forestry and yet sells at a big discount to its NAV.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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The recent weakness is a buying opportunity. Wonderfully managed. Well financed. Selling at a substantial discount from ascertainable net asset value.
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.
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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.
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.
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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.
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.
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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.
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