Brookfield Asset Management (A)

BAM.A-T

TSE:BAM.A

81.38
0.91 (1.13%)
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.A-T

Signal
Opinion
Expert
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.
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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.
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.
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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.
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.
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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.
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.
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A good shelter during a macro economic slump. He would stick to this more than its subsidiaries to avoid corollary risk.
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.
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(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.
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)
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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)
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.
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(A Top Pick Oct 10/18, Up 27%) Also a top pick today, so will discuss it there. Now is an entry point.
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.
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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.
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.
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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.
BUY
BUY
September 23, 2019
It is a core holding. It is a very well run operation. They are smart at going into areas early. A great core holding for any investor.
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It is a core holding. It is a very well run operation. They are smart at going into areas early. A great core holding for any investor.
WEAK BUY
WEAK BUY
September 23, 2019
Too much debt, though they have put debt to good use. They're fine over 5-20 years. You can buy this and walk away for a while.
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Too much debt, though they have put debt to good use. They're fine over 5-20 years. You can buy this and walk away for a while.
BUY WEAKNESS
BUY WEAKNESS
September 16, 2019
It's been a sure-thing stock over the years and boasts a beautiful chart. Buy and hold this. Buy on a pullback at $65. It has solid real estate holdings.
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It's been a sure-thing stock over the years and boasts a beautiful chart. Buy and hold this. Buy on a pullback at $65. It has solid real estate holdings.
PARTIAL BUY
PARTIAL BUY
September 12, 2019
They are fantastic asset managers. It has a great long term trend. You could buy a half position, knowing you might have to buy the rest lower. It has been a good position.
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They are fantastic asset managers. It has a great long term trend. You could buy a half position, knowing you might have to buy the rest lower. It has been a good position.
BUY WEAKNESS
BUY WEAKNESS
September 12, 2019
For new money, waiting for a pullback. Great long-term hold. Likes the space of alternative asset managers, it's growing. They compete globally. Likes management team. Have cash on hand to take advantage of buying assets during any downturn. Yield is 1.2%.
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For new money, waiting for a pullback. Great long-term hold. Likes the space of alternative asset managers, it's growing. They compete globally. Likes management team. Have cash on hand to take advantage of buying assets during any downturn. Yield is 1.2%.
BUY
BUY
September 10, 2019
A core holding of his. A beauty. A Canadian stock with global reach. Make it a big part of your portfolio.
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A core holding of his. A beauty. A Canadian stock with global reach. Make it a big part of your portfolio.
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