Brookfield Asset Management (A) | StockChase
414
Brookfield Asset Management (A) (BAM.A-T)

Last Price Recorded: $56.2300 on 2017-12-15

ON STOCKCHASE SINCE Aug 2006

management/diversified
414
Brookfield Asset Management (A) (BAM.A-T)

Last Price Recorded: $56.2300 on 2017-12-15

ON STOCKCHASE SINCE Aug 2006

management/diversified

Brookfield Asset Management (A)


Signal Opinion Expert
TOP PICK

A global asset manager with a focus on real estate assets, infrastructure, renewable power and private equity. When you own this, the parent company, you are owning pieces of the other listed partnership. Management is going to do a good job of growing assets, but where he gets really excited is their opportunity to grow their fee bearing capital, the external money they manage for other investors. Dividend yield of 1.3%. (Analysts’ price target is $46.)

management/diversified

A global asset manager with a focus on real estate assets, infrastructure, renewable power and private equity. When you own this, the parent company, you are owning pieces of the other listed partnership. Management is going to do a good job of growing assets, but where he gets really excited is their opportunity to grow their fee bearing capital, the external money they manage for other investors. Dividend yield of 1.3%. (Analysts’ price target is $46.)

management/diversified
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$55.770
Owned Owned
Yes

HOLD

(Market Call Minute.) A very good manager of multiple funds. They get a flow of inflows from Brookfield’s Limited partnerships.

management/diversified

(Market Call Minute.) A very good manager of multiple funds. They get a flow of inflows from Brookfield’s Limited partnerships.

management/diversified
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$52.590
Owned Owned
Unknown

COMMENT

When looking at this, you can't really look at P/E, you have to look at NAV, meaning you have to break up the subsidiaries and come up with a NAV that way. (See Top Picks.)

management/diversified

When looking at this, you can't really look at P/E, you have to look at NAV, meaning you have to break up the subsidiaries and come up with a NAV that way. (See Top Picks.)

management/diversified
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$53.410
Owned Owned
Unknown

TOP PICK

This does what everybody in the big institutional world wants to do. It owns real assets. Railways, highways, seaports, hydroelectric dams, and manages hundreds of billions of money that it gets paid a fee on and that it gets a “carried interest” on. A lot of people don’t understand the value of “carried interest”. If it buys a major project, which gets sold 10 years later, it gets a piece of the action which doesn’t show up on its balance sheet right now. Brookfield thinks its shares, that are currently in the $50 range, are going to be $100 a share in 5 years. Dividend yield of 1.4%. (Analysts’ price target is $45.)

management/diversified

This does what everybody in the big institutional world wants to do. It owns real assets. Railways, highways, seaports, hydroelectric dams, and manages hundreds of billions of money that it gets paid a fee on and that it gets a “carried interest” on. A lot of people don’t understand the value of “carried interest”. If it buys a major project, which gets sold 10 years later, it gets a piece of the action which doesn’t show up on its balance sheet right now. Brookfield thinks its shares, that are currently in the $50 range, are going to be $100 a share in 5 years. Dividend yield of 1.4%. (Analysts’ price target is $45.)

management/diversified
David Baskin

President, Baskin Wealth Manage...

PricePrice
$52.150
Owned Owned
Yes

BUY on WEAKNESS

Just had their Investor Day in New York, and they said “more of the same”. Thinks they are modelling 9% AFFO growth compounded annually over the next couple of years. They are comfortable with US bond yields, even between 3.5% and 4% in the US, and are still going to be a while to grow their business. A name that never seems to get cheap. You can still buy this, but wait for a bit of a pullback.

management/diversified

Just had their Investor Day in New York, and they said “more of the same”. Thinks they are modelling 9% AFFO growth compounded annually over the next couple of years. They are comfortable with US bond yields, even between 3.5% and 4% in the US, and are still going to be a while to grow their business. A name that never seems to get cheap. You can still buy this, but wait for a bit of a pullback.

management/diversified
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$50.630
Owned Owned
Unknown

COMMENT

A premier asset manager. They have the renewable partners along with all sorts of entities. His only caveat is that they seem to be always raising capital. When they go to the capital markets, that depresses the price in the short term. This is not cheap.

management/diversified

A premier asset manager. They have the renewable partners along with all sorts of entities. His only caveat is that they seem to be always raising capital. When they go to the capital markets, that depresses the price in the short term. This is not cheap.

management/diversified
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$49.350
Owned Owned
Unknown

BUY

Over the years, this is proven to be an extremely astute investor. They have diversified into a lot of industries. Also, they are very good players within private equity markets. With this, you have to be a long-term player, but you can count on management liking to participate in capital gains and dividends over time.

management/diversified

Over the years, this is proven to be an extremely astute investor. They have diversified into a lot of industries. Also, they are very good players within private equity markets. With this, you have to be a long-term player, but you can count on management liking to participate in capital gains and dividends over time.

management/diversified
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$47.770
Owned Owned
Unknown

TOP PICK

An alternative asset manager. They invest their money and shareholders money into 4 general areas, property, infrastructure, renewables and private equity. If you buy this, you get global exposure. They have very attractive profiles. The company looks for assets that are long life and can provide stable cash flow streams. They tend to have a very strong balance sheet, as they like to buy sectors when they are out of favour. Dividend yield of 1.4%. (Analysts’ price target is $45.)

management/diversified

An alternative asset manager. They invest their money and shareholders money into 4 general areas, property, infrastructure, renewables and private equity. If you buy this, you get global exposure. They have very attractive profiles. The company looks for assets that are long life and can provide stable cash flow streams. They tend to have a very strong balance sheet, as they like to buy sectors when they are out of favour. Dividend yield of 1.4%. (Analysts’ price target is $45.)

management/diversified
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$48.270
Owned Owned
Yes

PAST TOP PICK

(Top Pick Aug 17/16, Up 17.91%)  Very stable assets.  They have a good track record of raising cash to pay for acquisitions.  It is incredibly well managed.  They have a contrarian bent as they are going to places like Brazil where they can work it out and get better returns after fixing a high quality asset. 

management/diversified

(Top Pick Aug 17/16, Up 17.91%)  Very stable assets.  They have a good track record of raising cash to pay for acquisitions.  It is incredibly well managed.  They have a contrarian bent as they are going to places like Brazil where they can work it out and get better returns after fixing a high quality asset. 

management/diversified
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$47.110
Owned Owned
Yes

COMMENT

A gem of a business. They’ve a lot of ownership through various entities, but what gets him excited is the actual asset management business. Over time, that has been a huge creator of wealth. This is the top of the pyramid where the fees flow and where the insiders have the greatest financial stake. You always want to follow the money. Lately there have been concerns about particular properties and you have to be comfortable with that. He would like to get this a little cheaper.

management/diversified

A gem of a business. They’ve a lot of ownership through various entities, but what gets him excited is the actual asset management business. Over time, that has been a huge creator of wealth. This is the top of the pyramid where the fees flow and where the insiders have the greatest financial stake. You always want to follow the money. Lately there have been concerns about particular properties and you have to be comfortable with that. He would like to get this a little cheaper.

management/diversified
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$47.570
Owned Owned
Unknown

PAST TOP PICK

(Top Pick Apr 12/16, Up 19.95%)  He thinks everybody has to own this one.  They are brilliant managers and own assets all over the world.  Their carried interest in all their funds is their hidden asset.  They get a piece of the action of their funds where they invest their own money and that does not show up on their balance sheet.

management/diversified

(Top Pick Apr 12/16, Up 19.95%)  He thinks everybody has to own this one.  They are brilliant managers and own assets all over the world.  Their carried interest in all their funds is their hidden asset.  They get a piece of the action of their funds where they invest their own money and that does not show up on their balance sheet.

management/diversified
David Baskin

President, Baskin Wealth Manage...

PricePrice
$49.300
Owned Owned
Yes

TOP PICK

An alternative asset manager with over $250 billion under management. They invest for their shareholders and clients into 4 general areas. Property, renewables, infrastructure and private equities. In those sectors, they are looking for real assets that have a long life that are able to generate a stable stream of cash flow. A very good track record of making money for shareholders and their clients. Globally diversified, so a good opportunity for Canadian investors to get a position in a company that has the relationships and resources to bid on large infrastructure projects. She likes that senior management owns a very high percentage of stock. Dividend yield of 1.4%. (Analysts’ price target is $45.)

management/diversified

An alternative asset manager with over $250 billion under management. They invest for their shareholders and clients into 4 general areas. Property, renewables, infrastructure and private equities. In those sectors, they are looking for real assets that have a long life that are able to generate a stable stream of cash flow. A very good track record of making money for shareholders and their clients. Globally diversified, so a good opportunity for Canadian investors to get a position in a company that has the relationships and resources to bid on large infrastructure projects. She likes that senior management owns a very high percentage of stock. Dividend yield of 1.4%. (Analysts’ price target is $45.)

management/diversified
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$49.390
Owned Owned
Yes

BUY

A very complicated business. It is contractually driven. They build the company based on accumulating assets from institutional investors. The stock has been a fabulous performer. He thinks there is more upside.

management/diversified

A very complicated business. It is contractually driven. They build the company based on accumulating assets from institutional investors. The stock has been a fabulous performer. He thinks there is more upside.

management/diversified
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$48.530
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 28/16. Up 10%.) The unique thing with this is that it is evolving a little into a company that really generates a lot of money off its fees. These are fees associated with publicly traded companies and they are going to be able to make a lot of money as those companies grow. In addition, they have about $250 billion in assets under management, where they can go out, raise money from investors and redeploy it.

management/diversified

(A Top Pick July 28/16. Up 10%.) The unique thing with this is that it is evolving a little into a company that really generates a lot of money off its fees. These are fees associated with publicly traded companies and they are going to be able to make a lot of money as those companies grow. In addition, they have about $250 billion in assets under management, where they can go out, raise money from investors and redeploy it.

management/diversified
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$48.700
Owned Owned
Yes

COMMENT

This has done great and he is still modelling 10% compounded annual growth rate over the next couple of years. Not cheap, but still trading below its five-year average. Two things can really move the needle. If you are concerned that yields are going to be going up a little, this is a bit of a yield play. Also, they are priced off their US counterpart, and when the US$ starts to shrink, the Cdn$ starts to fade a little, which he thinks is what has happened. They have a lot of global operations, which will be a tailwind for them.

management/diversified

This has done great and he is still modelling 10% compounded annual growth rate over the next couple of years. Not cheap, but still trading below its five-year average. Two things can really move the needle. If you are concerned that yields are going to be going up a little, this is a bit of a yield play. Also, they are priced off their US counterpart, and when the US$ starts to shrink, the Cdn$ starts to fade a little, which he thinks is what has happened. They have a lot of global operations, which will be a tailwind for them.

management/diversified
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$48.130
Owned Owned
Unknown

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