Brookfield Asset Management (A)

BAM.A-T

TSE:BAM.A

43.27
1.03 (2.33%)
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
TOP PICK
TOP PICK
June 2, 2009
8.95% bonds maturing 6/6/14. They have power generation infrastructure as well as real estate. Solid management. Good track record. Good cash flow.
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8.95% bonds maturing 6/6/14. They have power generation infrastructure as well as real estate. Solid management. Good track record. Good cash flow.
HOLD
HOLD
May 12, 2009
(Market Call Minute.) Stock is trading right at NAV.
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(Market Call Minute.) Stock is trading right at NAV.
BUY
BUY
March 26, 2009
Good way of playing in the real estate market. They own a little over 50% of Brookfield Properties (BPO-T). Very good core assets in high cash generating businesses. Very astute acquirers with about $4.5 billion in available buying power. Smart operators.
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Good way of playing in the real estate market. They own a little over 50% of Brookfield Properties (BPO-T). Very good core assets in high cash generating businesses. Very astute acquirers with about $4.5 billion in available buying power. Smart operators.
TOP PICK
TOP PICK
March 24, 2009
They own a lot of hydroelectric power generation. Facilities last 100 years. Lots of access to credit, conservative balance sheet. Biggest risk is that they buy the wrong thing. They are not fully invested at this point. Likes the dividend.
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They own a lot of hydroelectric power generation. Facilities last 100 years. Lots of access to credit, conservative balance sheet. Biggest risk is that they buy the wrong thing. They are not fully invested at this point. Likes the dividend.
PAST TOP PICK
PAST TOP PICK
March 20, 2009
(A Top Pick March 17/08. Down 36.1%.) Preferred “M”s. Par value of $25 and a coupon of 4.75%. Has been buying more because of a pre-tax return of 13.25% and Government’s are 2.7%.
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(A Top Pick March 17/08. Down 36.1%.) Preferred “M”s. Par value of $25 and a coupon of 4.75%. Has been buying more because of a pre-tax return of 13.25% and Government’s are 2.7%.
HOLD
HOLD
March 16, 2009
(Market Call Minute.) Valuation is interesting but doesn't think commercial/office real estate would be at the top of his list right now.
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(Market Call Minute.) Valuation is interesting but doesn't think commercial/office real estate would be at the top of his list right now.
SELL
SELL
March 5, 2009
(Market Call Minute.) Doesn't see real estate turning around for a protracted period of time.
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(Market Call Minute.) Doesn't see real estate turning around for a protracted period of time.
COMMENT
COMMENT
February 19, 2009
Preferreds? Own part of Brookfield Properties (BPO-T) but also an active manager and own utilities, asset management and financials. Prefers common stock for the recovery. Well capitalized with great management. Great long-term assets. When the dust settles, they will be a player in consolidation and take advantage because they have liquidity.
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Preferreds? Own part of Brookfield Properties (BPO-T) but also an active manager and own utilities, asset management and financials. Prefers common stock for the recovery. Well capitalized with great management. Great long-term assets. When the dust settles, they will be a player in consolidation and take advantage because they have liquidity.
BUY
BUY
January 29, 2009
Really likes where this is right now. Got rid of a lot of their economically sensitive names. Focused more now on asset management of real estate and infrastructure products. Have about $4 or $5 billion in their war chest to start spending on distressed real estate and infrastructure projects.
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Really likes where this is right now. Got rid of a lot of their economically sensitive names. Focused more now on asset management of real estate and infrastructure products. Have about $4 or $5 billion in their war chest to start spending on distressed real estate and infrastructure projects.
TOP PICK
TOP PICK
January 29, 2009
Very well run. They do incredibly well in times like this. Have about $4 billion in cash and bank lines. Have some great assets that they can add to. Smart operators on the restructuring side.
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Very well run. They do incredibly well in times like this. Have about $4 billion in cash and bank lines. Have some great assets that they can add to. Smart operators on the restructuring side.
BUY
BUY
January 9, 2009
Has suffered during the economic downturn. Likes them for the long-term. Should be able to sustain through the recession and weather the volatility. Strong balance sheet.
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Has suffered during the economic downturn. Likes them for the long-term. Should be able to sustain through the recession and weather the volatility. Strong balance sheet.
COMMENT
COMMENT
December 19, 2008
Commercial exposure in the US. People are focused now on what will happen to commercial real estate, leases, etc. in the next year. Well-managed company and will likely pull through in the long-term.
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Commercial exposure in the US. People are focused now on what will happen to commercial real estate, leases, etc. in the next year. Well-managed company and will likely pull through in the long-term.
PAST TOP PICK
PAST TOP PICK
December 11, 2008
(A Top Pick May 30/08. Down 49%.) Their exposure to the US high-end office market took the stock down. Very high quality assets. Consider tax loss selling.
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(A Top Pick May 30/08. Down 49%.) Their exposure to the US high-end office market took the stock down. Very high quality assets. Consider tax loss selling.
COMMENT
COMMENT
December 2, 2008
Preferreds. Some are north of 10%. Strong, well-managed company. Huge landlord and people, in New York in particular, are going bankrupt and losing their jobs. Preferreds all over the board are trading at monstrous yields. Look at the company’s report (on the Internet) to see the date they can redeem shares.
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Preferreds. Some are north of 10%. Strong, well-managed company. Huge landlord and people, in New York in particular, are going bankrupt and losing their jobs. Preferreds all over the board are trading at monstrous yields. Look at the company’s report (on the Internet) to see the date they can redeem shares.
PAST TOP PICK
PAST TOP PICK
October 23, 2008
(A Top Pick May 30/08. Down 37 %.) Has performed pretty much in line with the market. Has been hit because of their exposure to real estate, especially high-end office real estate in New York. A lot of diversification. Well-managed. Likely to have a year or 2 of relative weakness. Good Buy.
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(A Top Pick May 30/08. Down 37 %.) Has performed pretty much in line with the market. Has been hit because of their exposure to real estate, especially high-end office real estate in New York. A lot of diversification. Well-managed. Likely to have a year or 2 of relative weakness. Good Buy.
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