Brookfield Asset Management (A)

BAM.A-T

Analysis and Opinions about BAM.A-T

Signal
Opinion
Expert
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.
BUY
BUY
June 19, 2007
This is a good buying opportunity. Has had a great run, but for all the right reasons. Cash flow has been growing at a great rate.
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This is a good buying opportunity. Has had a great run, but for all the right reasons. Cash flow has been growing at a great rate.
BUY
BUY
June 15, 2007
It's a great longer term buy. Good and canny acquirers of property. He has lots of it.
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It's a great longer term buy. Good and canny acquirers of property. He has lots of it.
WATCH
WATCH
June 13, 2007
Don't worry about the stock splits. They are normal. The problem is the rising interest rates. Broke below it's 50 day moving average.
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Don't worry about the stock splits. They are normal. The problem is the rising interest rates. Broke below it's 50 day moving average.
COMMENT
COMMENT
May 22, 2007
An inflation play. A really cheap stock. Split their stock today 3 to 2.
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An inflation play. A really cheap stock. Split their stock today 3 to 2.
BUY
BUY
May 16, 2007
Company focused on generating cash flow. Are very good at that. He likes them.
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Company focused on generating cash flow. Are very good at that. He likes them.
BUY
BUY
May 7, 2007
Has kept moving up for quite a long time. All of their component parts are doing well. Will be spinning off some of their assets.
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Has kept moving up for quite a long time. All of their component parts are doing well. Will be spinning off some of their assets.
HOLD
HOLD
April 23, 2007
Has incredibly prime real estate in the US so wouldn't be too concerned. He doesn't see a massive slowdown in US growth coming. Very astute management team
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Has incredibly prime real estate in the US so wouldn't be too concerned. He doesn't see a massive slowdown in US growth coming. Very astute management team
BUY
BUY
March 29, 2007
Likes. Involved with the infrastructure side of business. High-quality assets.
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Likes. Involved with the infrastructure side of business. High-quality assets.
Showing 511 to 525 of 542 entries