Brookfield Asset Management (A)

BAM.A-T

TSE:BAM.A

77.22
0.57 (0.74%)
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.
More at Wikipedia

Analysis and Opinions about BAM.A-T

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
November 26, 2019
A stop loss is a great backstop, so you can cut your losses and let your winners run. Looks overbought right now. Start with a 2% position today, and add another 2% if there's a pullback. Large reach in emerging markets, and best way to access infrastructure all over the world. (Analysts’ price target is $85.00)
A stop loss is a great backstop, so you can cut your losses and let your winners run. Looks overbought right now. Start with a 2% position today, and add another 2% if there's a pullback. Large reach in emerging markets, and best way to access infrastructure all over the world. (Analysts’ price target is $85.00)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$76.570
Owned
Unknown
BUY
BUY
November 22, 2019
They’ve owned it for a long time, and it is a great model. Net asset values can change so he wouldn’t make decisions based on this. However, he thinks they will continue to earn a satisfactory return for shareholders and he believes in the management team.
They’ve owned it for a long time, and it is a great model. Net asset values can change so he wouldn’t make decisions based on this. However, he thinks they will continue to earn a satisfactory return for shareholders and he believes in the management team.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$75.730
Owned
Yes
COMMENT
COMMENT
November 19, 2019
Sell BAM and buy Onex? Don't chase this. This chart is straight up. It's running. Where do you enter? Hold onto Onex.
Sell BAM and buy Onex? Don't chase this. This chart is straight up. It's running. Where do you enter? Hold onto Onex.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$75.970
Owned
Unknown
BUY
BUY
November 18, 2019
Sell Onex and buy BAM? Tailwinds are behind them because management has the confidence of the market.
Sell Onex and buy BAM? Tailwinds are behind them because management has the confidence of the market.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$75.920
Owned
Unknown
BUY
BUY
November 13, 2019
Worth buying despite a strong run-up? Yes. For the past 10 years, investors have complained that BAM is fully priced. True, sometimes the chart looks stretched, but he believes in management.
Worth buying despite a strong run-up? Yes. For the past 10 years, investors have complained that BAM is fully priced. True, sometimes the chart looks stretched, but he believes in management.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$75.350
Owned
Yes
STRONG BUY
STRONG BUY
November 12, 2019

A big holding for him. BAM is the top Brookfield stock and has phenomenally grown in recent years. There's even more room to grow in real estate, infrastructure and private equity. They are alternate investments for folks like pension funds which appeal to them because these funds are more than super-safe bonds. A core holding.

A big holding for him. BAM is the top Brookfield stock and has phenomenally grown in recent years. There's even more room to grow in real estate, infrastructure and private equity. They are alternate investments for folks like pension funds which appeal to them because these funds are more than super-safe bonds. A core holding.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$75.380
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 1, 2019
The parent of the Brookfield family. He does not own it, due to its high valuation. It trades at 20 times EBITDA and 2 times book value. It has a lot of leverage. Good buyers of assets, just too expensive.
The parent of the Brookfield family. He does not own it, due to its high valuation. It trades at 20 times EBITDA and 2 times book value. It has a lot of leverage. Good buyers of assets, just too expensive.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$72.830
Owned
No
HOLD
HOLD
October 29, 2019
A long-term hold. It's the safest Brookfield stock. It was undervalued the past 12 months and now is fully valued. Expect single-digit returns from here on. He wouldn't buy until this falls to $64-65.
A long-term hold. It's the safest Brookfield stock. It was undervalued the past 12 months and now is fully valued. Expect single-digit returns from here on. He wouldn't buy until this falls to $64-65.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$71.580
Owned
Unknown
BUY
BUY
October 22, 2019
Doesn't see a problem here. Fine managers. He's watching it closely. Pays a lower yield than other Brookfield stocks, but is one of the better private equity players. It's near record highs now.
Doesn't see a problem here. Fine managers. He's watching it closely. Pays a lower yield than other Brookfield stocks, but is one of the better private equity players. It's near record highs now.
Michael Sprung
President, Sprung Investment Management
Price
$70.300
Owned
No
BUY
BUY
October 11, 2019
A good shelter during a macro economic slump. He would stick to this more than its subsidiaries to avoid corollary risk.
A good shelter during a macro economic slump. He would stick to this more than its subsidiaries to avoid corollary risk.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$69.490
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 9, 2019
(A Top Pick Aug 16/18, Up 21%) If you want to own one international real estate holding -- this is it. They continue to raise lots of capital and have an army to deploy it. They charge fees to management assets and fees on the profits. The bigger the pool of assets, the bigger the fees they collect. Their inside owners interests are well aligned with investors. If markets do drop, they are best positioned to take advantage of opportunities. There could be some risk that regulations that come into the private equity market, but he is not too concerned it would impact their fees.
(A Top Pick Aug 16/18, Up 21%) If you want to own one international real estate holding -- this is it. They continue to raise lots of capital and have an army to deploy it. They charge fees to management assets and fees on the profits. The bigger the pool of assets, the bigger the fees they collect. Their inside owners interests are well aligned with investors. If markets do drop, they are best positioned to take advantage of opportunities. There could be some risk that regulations that come into the private equity market, but he is not too concerned it would impact their fees.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$68.950
Owned
Yes
TOP PICK
TOP PICK
October 9, 2019
It's not too late to enter this. Interest rates keep falling, which makes a great environment for alternative assets, which BAM manages. They're global in outlook, too. They just closed the Oak Tree Capital deal, focussed on credit strategies which is an area BAM wanted to get into. Oak Tree is very well-run. BAM is counter-cyclical. Trades at a reasonable valuation and is a fine long-term hold. (Analysts’ price target is $79.12)
It's not too late to enter this. Interest rates keep falling, which makes a great environment for alternative assets, which BAM manages. They're global in outlook, too. They just closed the Oak Tree Capital deal, focussed on credit strategies which is an area BAM wanted to get into. Oak Tree is very well-run. BAM is counter-cyclical. Trades at a reasonable valuation and is a fine long-term hold. (Analysts’ price target is $79.12)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$68.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 9, 2019
(A Top Pick Oct 10/18, Up 27%) Also a top pick today, so will discuss it there. Now is an entry point.
(A Top Pick Oct 10/18, Up 27%) Also a top pick today, so will discuss it there. Now is an entry point.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$68.950
Owned
Yes
BUY
BUY
October 8, 2019
Terrific. It's an inflation hedge and worth holding in tough times. It's a long-time core holding. The one caveat is that they come to market regularly. But you can own this for a long, long time.
Terrific. It's an inflation hedge and worth holding in tough times. It's a long-time core holding. The one caveat is that they come to market regularly. But you can own this for a long, long time.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$68.010
Owned
Yes
COMMENT
COMMENT
October 4, 2019
Defensive stock? Of all the Brookfield entities, BPY.UN-T is the one he likes the least. They have had a strategy of buying older shopping centres and malls that have not been doing well. He does not buy into the theory they are buying at lower prices. He would hold BAM.A-T instead.
Defensive stock? Of all the Brookfield entities, BPY.UN-T is the one he likes the least. They have had a strategy of buying older shopping centres and malls that have not been doing well. He does not buy into the theory they are buying at lower prices. He would hold BAM.A-T instead.
David Baskin
President, Baskin Wealth Management
Price
$68.300
Owned
Unknown
Showing 1 to 15 of 519 entries