Brookfield Asset Management (A)

BAM.A-T

TSE:BAM.A

90.52
0.00 (0.00%)
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
November 12, 2007
Property and infrastructure. Very solid play going forward. Hard assets that do well in inflation. Likes what they are doing in power generation as well as in properties.
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Property and infrastructure. Very solid play going forward. Hard assets that do well in inflation. Likes what they are doing in power generation as well as in properties.
BUY
BUY
November 2, 2007
As an interest sensitive holding, it is going to get whipped around a fair bit. Its main legs are real estate and infrastructure in regards to power assets. Over the long term, it is an excellent company. Good strategy of offloading their assets and they remain as management.
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As an interest sensitive holding, it is going to get whipped around a fair bit. Its main legs are real estate and infrastructure in regards to power assets. Over the long term, it is an excellent company. Good strategy of offloading their assets and they remain as management.
HOLD
HOLD
October 24, 2007
This is a long term hold. The company is well managed. The entry point is high right now, $33-34 would be better.
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This is a long term hold. The company is well managed. The entry point is high right now, $33-34 would be better.
DON'T BUY
DON'T BUY
October 4, 2007
Have done a wonderful job of focusing their attention on cash generating assets. The stock started to falter in the summer and has not regained its footing.
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Have done a wonderful job of focusing their attention on cash generating assets. The stock started to falter in the summer and has not regained its footing.
SELL
SELL
September 27, 2007
A great selling opportunity. Stock has risen over a very long period, above its 200 day moving average. It has now broken below this and will now probably go back and test the 200-day moving average.
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A great selling opportunity. Stock has risen over a very long period, above its 200 day moving average. It has now broken below this and will now probably go back and test the 200-day moving average.
TOP PICK
TOP PICK
September 27, 2007
Very smart, astute investors. A lot of their cash flow comes from bands, hydroelectric, et cetera and nothing to do with the credit market. One of the best names in Brazil in growing their Brazil assets.
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Very smart, astute investors. A lot of their cash flow comes from bands, hydroelectric, et cetera and nothing to do with the credit market. One of the best names in Brazil in growing their Brazil assets.
HOLD
HOLD
September 10, 2007
Great real estate operation. Good long-term hold. Very clever people.
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Great real estate operation. Good long-term hold. Very clever people.
TOP PICK
TOP PICK
August 23, 2007
Had a 60% run-up over the last year, but has been unduly punished in the last little while. Tremendously strong asset management team. Strong cash flow. The price.
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Had a 60% run-up over the last year, but has been unduly punished in the last little while. Tremendously strong asset management team. Strong cash flow. The price.
SELL
SELL
August 9, 2007
Looking at sentiment, there are greater perceived risks than there has been in the past. Real estate investment trusts are significantly under performing in the US. He sold his holdings.
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Looking at sentiment, there are greater perceived risks than there has been in the past. Real estate investment trusts are significantly under performing in the US. He sold his holdings.
BUY
BUY
August 3, 2007
Very clever organization. They are into timber, hydro, absolutely super fund management and real estate.
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Very clever organization. They are into timber, hydro, absolutely super fund management and real estate.
COMMENT
COMMENT
August 2, 2007
Has been hit in the last few weeks but doesn't think this is totally warranted. There are concerns about the Meryl Lynch rental agreement in their New York holdings.
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Has been hit in the last few weeks but doesn't think this is totally warranted. There are concerns about the Meryl Lynch rental agreement in their New York holdings.
COMMENT
COMMENT
July 19, 2007
Have done a great job on their power generation, real estate section and their financials. These are all consistent cash flow businesses. From a valuation perspective, it is slightly expensive. Looking at acquiring Canadian Pacific (CP-T).
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Have done a great job on their power generation, real estate section and their financials. These are all consistent cash flow businesses. From a valuation perspective, it is slightly expensive. Looking at acquiring Canadian Pacific (CP-T).
BUY
BUY
July 17, 2007
Better to manage hotels than to own them. Also manages hydro electric, power generation assets and timberland assets. They have tremendous return on equity because their own money is not invested. Acceleration of earnings is not over and might just be beginning.
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Better to manage hotels than to own them. Also manages hydro electric, power generation assets and timberland assets. They have tremendous return on equity because their own money is not invested. Acceleration of earnings is not over and might just be beginning.
SELL
SELL
July 16, 2007
ROE declines are now noteworthy. Wouldn't be in the stock.
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ROE declines are now noteworthy. Wouldn't be in the stock.
HOLD
HOLD
June 28, 2007
A very well run company. Strong management, shareholder friendly, much growth. Management has a large stake in the business.
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A very well run company. Strong management, shareholder friendly, much growth. Management has a large stake in the business.
Showing 496 to 510 of 535 entries