Brookfield Asset Management (A)

BAM.A-T

Analysis and Opinions about BAM.A-T

Signal
Opinion
Expert
BUY
BUY
May 26, 2020

BAM vs. BIP For income, buy BIP; for capital appreciation, BAM. Both are well-run. BAM is the parent company and is one of the biggest asset managers in the world. BAM is solid and will be hunting for properties in this pullback; they are skilled investors. It's trading at a discount to NAV which means some downside protection It's a little difficult to understand all of BAM's moving parts and its reliance on various financing vehicles. (BPY is struggling, but will be a drag on BAM.) BIP and BAM will be fine long-term.

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BAM vs. BIP For income, buy BIP; for capital appreciation, BAM. Both are well-run. BAM is the parent company and is one of the biggest asset managers in the world. BAM is solid and will be hunting for properties in this pullback; they are skilled investors. It's trading at a discount to NAV which means some downside protection It's a little difficult to understand all of BAM's moving parts and its reliance on various financing vehicles. (BPY is struggling, but will be a drag on BAM.) BIP and BAM will be fine long-term.

BUY
BUY
May 25, 2020
There is a lot more safety in the conglomerate than in the individual companies it holds. This is a good level at which to establish a long term position.
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There is a lot more safety in the conglomerate than in the individual companies it holds. This is a good level at which to establish a long term position.
BUY
BUY
May 22, 2020
Work from home? Scotiabank released a report saying it is trading at a discount and is good value. Retail holdings is only about 6% of their revenues. He thinks the market is overly punishing them. Another issue is that they may be a little too exposed to Brazil. A good opportunity to buy a Canadian company with a global franchise. He owns it and would accumulate here.
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Work from home? Scotiabank released a report saying it is trading at a discount and is good value. Retail holdings is only about 6% of their revenues. He thinks the market is overly punishing them. Another issue is that they may be a little too exposed to Brazil. A good opportunity to buy a Canadian company with a global franchise. He owns it and would accumulate here.
BUY
BUY
May 19, 2020
He'd buy it today. Brookfield thrives in downturns, such as 2008, buying assets/properties when there's blood on the streets. Management was buying back a lot of shares in the March sell-off. BAM buys alternative (to fixed income) assets. So, with interest rates near zero, BAM is attractive. BAM's 5-year plan (from late 2019) projects a 20% annualized return in the next five years. Good to own for the long term.
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He'd buy it today. Brookfield thrives in downturns, such as 2008, buying assets/properties when there's blood on the streets. Management was buying back a lot of shares in the March sell-off. BAM buys alternative (to fixed income) assets. So, with interest rates near zero, BAM is attractive. BAM's 5-year plan (from late 2019) projects a 20% annualized return in the next five years. Good to own for the long term.
BUY
BUY
May 14, 2020
Dynamite managers of long life assets. The various buckets are attractive as alternatives. If rates went higher, then some of their alternative assets could be challenged. It is a very stable business model. They have been able to raise enormous amounts of money to invest in long life assets and it is a rock solid center to a portfolio.
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Dynamite managers of long life assets. The various buckets are attractive as alternatives. If rates went higher, then some of their alternative assets could be challenged. It is a very stable business model. They have been able to raise enormous amounts of money to invest in long life assets and it is a rock solid center to a portfolio.
BUY
BUY
May 13, 2020
Long term hold? They own this one. At current prices levels in the mid-$40s it is a good buy. They have a long term view and their CEO has had a recessionary view of the economy for the past several quarters. She thinks they will use a market down turn as an opportunity. When they reported last week, they mentioned a 2018 mall acquisition with the intention to re-purpose it to multi-purpose use. In a world of low or negative interest rates, holding hard assets is the way to go. She would be a buyer here.
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Long term hold? They own this one. At current prices levels in the mid-$40s it is a good buy. They have a long term view and their CEO has had a recessionary view of the economy for the past several quarters. She thinks they will use a market down turn as an opportunity. When they reported last week, they mentioned a 2018 mall acquisition with the intention to re-purpose it to multi-purpose use. In a world of low or negative interest rates, holding hard assets is the way to go. She would be a buyer here.
TOP PICK
TOP PICK
May 1, 2020
One of the world's foremost managers of assets from infrastructure to renewables. IT has a worldwide footprint. It is big and getting bigger. They have deep expertise. It benefits from a shift towards reallocation by pensions towards hard assets. They are buying back shares as well allowing them to grow on a higher compounding rate going forward. Yield 1.39% (Analysts’ price target is $56.37)
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One of the world's foremost managers of assets from infrastructure to renewables. IT has a worldwide footprint. It is big and getting bigger. They have deep expertise. It benefits from a shift towards reallocation by pensions towards hard assets. They are buying back shares as well allowing them to grow on a higher compounding rate going forward. Yield 1.39% (Analysts’ price target is $56.37)
HOLD
HOLD
April 30, 2020
The preeminent asset manager globally. They have quite a bit of capital to put to work. He thinks highly of management. There will be a lot of volatility along the way. There are negative headlines that do get caught up but he would continue to hold it.
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The preeminent asset manager globally. They have quite a bit of capital to put to work. He thinks highly of management. There will be a lot of volatility along the way. There are negative headlines that do get caught up but he would continue to hold it.
TOP PICK
TOP PICK
April 29, 2020
He has owned this for a long time. It is the private equity investor in real assets and acts as the parent for the entire Brookfield family. Although a lower yield than their other public entities, they have access to their asset management business that is growing quickly. They have lots of excess capital and dry powder to take advantage of market opportunities. Yield 1.36% (Analysts’ price target is $56.37)
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He has owned this for a long time. It is the private equity investor in real assets and acts as the parent for the entire Brookfield family. Although a lower yield than their other public entities, they have access to their asset management business that is growing quickly. They have lots of excess capital and dry powder to take advantage of market opportunities. Yield 1.36% (Analysts’ price target is $56.37)
DON'T BUY
DON'T BUY
April 21, 2020

They have a lot of leverage in US commercial real estate, and also in worrying places like Latin America. There are a lot of risks to the Brookfield group of companies in a time when companies with heavy leverage will suffer. Look elsewhere.

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They have a lot of leverage in US commercial real estate, and also in worrying places like Latin America. There are a lot of risks to the Brookfield group of companies in a time when companies with heavy leverage will suffer. Look elsewhere.

HOLD
HOLD
April 16, 2020
Everything with Brookfield always comes to the top. Fundamentally they are an asset management company. When assets go down, their fees go down, but there is a delay. This might have caused short interest to go up. He thinks they will grow assets well in this environment as they look for distressed assets. It's a high quality company and they are seasoned operators.
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Everything with Brookfield always comes to the top. Fundamentally they are an asset management company. When assets go down, their fees go down, but there is a delay. This might have caused short interest to go up. He thinks they will grow assets well in this environment as they look for distressed assets. It's a high quality company and they are seasoned operators.
BUY WEAKNESS
BUY WEAKNESS
April 15, 2020
This holding will probably benefit from lower interest rates and the likely need for asset management going forward. About 85% of their holdings are other Brookfield companies that will do well. He thinks it is good to buy on weakness.
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This holding will probably benefit from lower interest rates and the likely need for asset management going forward. About 85% of their holdings are other Brookfield companies that will do well. He thinks it is good to buy on weakness.
BUY
BUY
April 14, 2020
Great company, super managers. He's studying it right now. You can buy it. This performs well over all kinds of market cycles.
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Great company, super managers. He's studying it right now. You can buy it. This performs well over all kinds of market cycles.
WATCH
WATCH
April 6, 2020
Coming into his crisis things were as good as they could have been. The dividend is sustainable because it is low. They have a large real estate portfolio and it will be challenged coming out of all this. A lot of tenants are compromised in terms of their ability to pay. Be careful about big real estate portfolios. There is a lot of liquidity in the system and they are looking for a credible entity to put their money to work for them. BAMA.A-T might gather capital in this environment. It should be on your shopping list.
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Coming into his crisis things were as good as they could have been. The dividend is sustainable because it is low. They have a large real estate portfolio and it will be challenged coming out of all this. A lot of tenants are compromised in terms of their ability to pay. Be careful about big real estate portfolios. There is a lot of liquidity in the system and they are looking for a credible entity to put their money to work for them. BAMA.A-T might gather capital in this environment. It should be on your shopping list.
PAST TOP PICK
PAST TOP PICK
March 23, 2020
(A Top Pick Mar 26/19, Down 22%) Absolutely consider buying it now. Read the letter to shareholders on their web site. This is one CEO worthy of your attention. Everybody should own this company.
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(A Top Pick Mar 26/19, Down 22%) Absolutely consider buying it now. Read the letter to shareholders on their web site. This is one CEO worthy of your attention. Everybody should own this company.
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Brookfield Asset Management (A)(BAM.A-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 55

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 61

Stockchase rating for Brookfield Asset Management (A) is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Brookfield Asset Management (A)(BAM.A-T) Frequently Asked Questions

What is Brookfield Asset Management (A) stock symbol?

Brookfield Asset Management (A) is a Canadian stock, trading under the symbol BAM.A-T on the Toronto Stock Exchange (BAM-A-CT). It is usually referred to as TSX:BAM.A or BAM.A-T

Is Brookfield Asset Management (A) a buy or a sell?

In the last year, 61 stock analysts published opinions about BAM.A-T. 55 analysts recommended to BUY the stock. 2 analyst recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Brookfield Asset Management (A).

Is Brookfield Asset Management (A) a good investment or a top pick?

Brookfield Asset Management (A) was recommended as a Top Pick by John O'Connell, CFA on 2020-05-26. Read the latest stock experts ratings for Brookfield Asset Management (A).

Why is Brookfield Asset Management (A) stock dropping?

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.

Is Brookfield Asset Management (A) worth watching?

61 stock analysts on Stockchase covered Brookfield Asset Management (A) In the last year. It is a trending stock that is worth watching.

What is Brookfield Asset Management (A) stock price?

On 2020-05-28, Brookfield Asset Management (A) (BAM.A-T) stock closed at a price of $43.87.