Brookfield Asset Management (A)
BAM.A-T
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About Brookfield Asset Management (A) (BAM.A-T)
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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PAST TOP PICK
PAST TOP PICK
May 14, 2019
(A Top Pick May 08/18, Up 27%) Global in scope with operating subsidiaries that are publicly traded. They've done a lot of transactions in recent years. They're successful in buying distressed or non-core assets or taking companies private. They're very good at raising funds. Their client base (institutional clients and pension funds) is large. They bought Oak Tree Financial, focussed on distressed debt to diversify.
management/diversified
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick Oct 09/18, Up 14%) He will hold this for a long time. They're in the right space now. They have no problem raising money and buying back shares and raising dividends. BAM is a little more volatile than most utilities, but overall solid.
(A Top Pick Oct 09/18, Up 14%) He will hold this for a long time. They're in the right space now. They have no problem raising money and buying back shares and raising dividends. BAM is a little more volatile than most utilities, but overall solid.
management/diversified
BUY
BUY
April 15, 2019
BAM vs. Onex They're very different companies. BAM has moved from infrastructure to being more private equity; it's larger than Onex. Onex just bought Gluskin and Sheff, branching into a new direction. You can do well owning both; buy 50/50 in them. He can't favour one over the other.
BAM vs. Onex They're very different companies. BAM has moved from infrastructure to being more private equity; it's larger than Onex. Onex just bought Gluskin and Sheff, branching into a new direction. You can do well owning both; buy 50/50 in them. He can't favour one over the other.
management/diversified
BUY
BUY
April 11, 2019
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have build out their infrastructure. BAM.A-T is a great company and most people should be owning it.
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have build out their infrastructure. BAM.A-T is a great company and most people should be owning it.
management/diversified
TOP PICK
TOP PICK
April 10, 2019
They have $350 billion in assets under management with a focus on property, renewables, infrastructure and private equity. They invest in long-life physical assets that benefit from some form of barrier to entry, regulatory regime or competitive advantage. Stable cash flow, but pays only a 1.4% dividend. (Analysts’ price target is $69.74)
They have $350 billion in assets under management with a focus on property, renewables, infrastructure and private equity. They invest in long-life physical assets that benefit from some form of barrier to entry, regulatory regime or competitive advantage. Stable cash flow, but pays only a 1.4% dividend. (Analysts’ price target is $69.74)
management/diversified
PARTIAL BUY
PARTIAL BUY
April 2, 2019
Has proven that it's almost any time for a buy. Runs very well over any timeframe. That said, stock is at a high. Could consider putting a toe in the water, and consider filling out a position on any kind of material pullback. A safe place to put some money. Personally, he'd wait for a pullback.
Has proven that it's almost any time for a buy. Runs very well over any timeframe. That said, stock is at a high. Could consider putting a toe in the water, and consider filling out a position on any kind of material pullback. A safe place to put some money. Personally, he'd wait for a pullback.
management/diversified
STRONG BUY
STRONG BUY
April 1, 2019
They surprised the market by buying Oak Tree, but Brookfield can get economies of scale with a whole new suite of products now after this deal. He would buy more of this, and it's already one of his biggest holdings. This is like Berkshire Hathaway 20 years ago. It will hit $100 by 2024. BAM is buying left and right; they have pricing power. Pays 1.35% dividend.
They surprised the market by buying Oak Tree, but Brookfield can get economies of scale with a whole new suite of products now after this deal. He would buy more of this, and it's already one of his biggest holdings. This is like Berkshire Hathaway 20 years ago. It will hit $100 by 2024. BAM is buying left and right; they have pricing power. Pays 1.35% dividend.
management/diversified
BUY
BUY
March 27, 2019
BAM vs. Morguard BAM: He's recommended this and still does. It carries infrastructure, business partners and renewables. It's done very well and just bought Oak Tree, a good purchase for them. Morguard is much smaller. It's trading at a discount to NAV, because it's small and unrecognized. But its price hasn't done badly, though real estate has thrived in this environment.
BAM vs. Morguard BAM: He's recommended this and still does. It carries infrastructure, business partners and renewables. It's done very well and just bought Oak Tree, a good purchase for them. Morguard is much smaller. It's trading at a discount to NAV, because it's small and unrecognized. But its price hasn't done badly, though real estate has thrived in this environment.
management/diversified
TOP PICK
TOP PICK
March 26, 2019
They just bought Oak Tree, a California debt manager. It's undervalued (Analysts’ price target is $69.55)
They just bought Oak Tree, a California debt manager. It's undervalued (Analysts’ price target is $69.55)
management/diversified
COMMENT
COMMENT
March 19, 2019
You can own any Brookfield stock and BAM is at the top. Smart managers. With this you're buying the international economy, not just Canada. But isntead of buying BAM, look at its AGM notes to see waht subsidiary they talk up the most--that's the one they feel is most undervalued. This year, it's BBY (Brookfield Property). BPY pays a good yield. He'd rather buy that than BAM itself.
You can own any Brookfield stock and BAM is at the top. Smart managers. With this you're buying the international economy, not just Canada. But isntead of buying BAM, look at its AGM notes to see waht subsidiary they talk up the most--that's the one they feel is most undervalued. This year, it's BBY (Brookfield Property). BPY pays a good yield. He'd rather buy that than BAM itself.
management/diversified
BUY
BUY
March 18, 2019
They just bought Oak Tree, enhancing BAM's long-term positioning in credit. He sees 10% annual growth rate. Still not expensive. A safe company. They're doing all the right things. This is one his top 5 Canadian stocks. You can buy either the US or Canadian version of this stock.
They just bought Oak Tree, enhancing BAM's long-term positioning in credit. He sees 10% annual growth rate. Still not expensive. A safe company. They're doing all the right things. This is one his top 5 Canadian stocks. You can buy either the US or Canadian version of this stock.
management/diversified
COMMENT
COMMENT
February 8, 2019
Which chart to look at if you're unsure about your investment horizon? If you're shorter-term investor, look at the 20-day moving average; intermediate 50-day; and long-term is the 200-day moving average which is most investors. BAM's 200-day is still pointing higher and is still doing quite well, but short-term it broke its level of support. It's a question mark if BAM can chart a higher high to maintain a low-term positive trend.
Which chart to look at if you're unsure about your investment horizon? If you're shorter-term investor, look at the 20-day moving average; intermediate 50-day; and long-term is the 200-day moving average which is most investors. BAM's 200-day is still pointing higher and is still doing quite well, but short-term it broke its level of support. It's a question mark if BAM can chart a higher high to maintain a low-term positive trend.
management/diversified
PAST TOP PICK
PAST TOP PICK
January 25, 2019
(A Top Pick Feb 06/18, Up 14%) Loves it. They did an investor day in September to outline their future; in the next 10 years, they said that can earn a total of US$40 billion in free cash flow (post-dividends and investments). This is their current market cap. Wow. They plan to double their net-asset value by managing more money and charging higher rents on their properties. Great CEO.
(A Top Pick Feb 06/18, Up 14%) Loves it. They did an investor day in September to outline their future; in the next 10 years, they said that can earn a total of US$40 billion in free cash flow (post-dividends and investments). This is their current market cap. Wow. They plan to double their net-asset value by managing more money and charging higher rents on their properties. Great CEO.
management/diversified
BUY
BUY
January 11, 2019
What will happen to this in a recession? The Brookfield group are outstanding. In a recession, these guys won't do as well as they are in. That said, he doesn't see a recession coming. Low-risk, good operators. They haven't made a major mistake over the last few years. Savvy.
What will happen to this in a recession? The Brookfield group are outstanding. In a recession, these guys won't do as well as they are in. That said, he doesn't see a recession coming. Low-risk, good operators. They haven't made a major mistake over the last few years. Savvy.
management/diversified
HOLD
HOLD
January 4, 2019
He likes their business, but does not own BAM.A-T at this time. It has been very successful over the years, which is why he does not own it -- it has historically been too expensive.
He likes their business, but does not own BAM.A-T at this time. It has been very successful over the years, which is why he does not own it -- it has historically been too expensive.
management/diversified
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(A Top Pick May 08/18, Up 27%) Global in scope with operating subsidiaries that are publicly traded. They've done a lot of transactions in recent years. They're successful in buying distressed or non-core assets or taking companies private. They're very good at raising funds. Their client base (institutional clients and pension funds) is large. They bought Oak Tree Financial, focussed on distressed debt to diversify.