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
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.
DON'T BUY
DON'T BUY
March 8, 2007
This company's balance sheet doesn't pass his solvency test. When you look at the balance sheet relative to its earnings, is model price is $35.90, a negative 42% differential.
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This company's balance sheet doesn't pass his solvency test. When you look at the balance sheet relative to its earnings, is model price is $35.90, a negative 42% differential.
TOP PICK
TOP PICK
March 6, 2007
All the assets they have are long-term inflation hedges. Has emerging market exposure in Brazil.
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All the assets they have are long-term inflation hedges. Has emerging market exposure in Brazil.
DON'T BUY
DON'T BUY
March 6, 2007
Good looking chart. It is now at a fair premium to asset value. It would retreat to asset value in a down market.
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Good looking chart. It is now at a fair premium to asset value. It would retreat to asset value in a down market.
BUY WEAKNESS
BUY WEAKNESS
February 22, 2007
Conglomerate with real estate, power generation, infrastructure, timberland, etc. Stock has been on fire. It is restructuring and difficult to value. Would buy in the lower $60’s. If you have the patience, you could buy now.
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Conglomerate with real estate, power generation, infrastructure, timberland, etc. Stock has been on fire. It is restructuring and difficult to value. Would buy in the lower $60’s. If you have the patience, you could buy now.
BUY
BUY
February 20, 2007
Unique in its focus on infrastructure assets, which is a hot area of investment. There are focused on cash flow generating assets.
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Unique in its focus on infrastructure assets, which is a hot area of investment. There are focused on cash flow generating assets.
BUY
BUY
February 14, 2007
An issue over the last year or so was how much they could convert into additional assets under management. They did an excellent job. They are on the short list for a number of deals that could clearly grow the company.
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An issue over the last year or so was how much they could convert into additional assets under management. They did an excellent job. They are on the short list for a number of deals that could clearly grow the company.
HOLD
HOLD
February 9, 2007
Stock is fairly valued. An exceptionally well-run company. Management team are great capital allocators. Good long-term hold.
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Stock is fairly valued. An exceptionally well-run company. Management team are great capital allocators. Good long-term hold.
BUY
BUY
January 11, 2007
Gives the investor exposure to asset structure and management which they average investor wouldn't have access to. Great holding. Long-term hold.
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Gives the investor exposure to asset structure and management which they average investor wouldn't have access to. Great holding. Long-term hold.
PAST TOP PICK
PAST TOP PICK
December 28, 2006
(A Top Pick Jan 9/06. Up 42%.) Continues to like it.
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(A Top Pick Jan 9/06. Up 42%.) Continues to like it.
COMMENT
COMMENT
December 11, 2006
Made an expensive acquisition and to help pay for it, issued $30 million of shares. Excellent well managed company. Has had a good move and could be a time to take some profits.
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Made an expensive acquisition and to help pay for it, issued $30 million of shares. Excellent well managed company. Has had a good move and could be a time to take some profits.
BUY
BUY
December 4, 2006
Has a little more upside potential. Real estate stocks in Canada have a tremendous amount of momentum.
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Has a little more upside potential. Real estate stocks in Canada have a tremendous amount of momentum.
BUY
BUY
November 21, 2006
A very large leveraged buyout occurred real estate in the US yesterday. This indicates that interest and value in real estate continues to grow. Good track record.
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A very large leveraged buyout occurred real estate in the US yesterday. This indicates that interest and value in real estate continues to grow. Good track record.
WEAK BUY
WEAK BUY
November 13, 2006
Doesn’t like dual class stocks where management has one group of shares, controlling the business with a tiny slice of the equity. Have done a great job. Likes their long life predictable assets of power generating facilities.
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Doesn’t like dual class stocks where management has one group of shares, controlling the business with a tiny slice of the equity. Have done a great job. Likes their long life predictable assets of power generating facilities.
BUY
BUY
November 7, 2006
An excellent company. Operate in real estate, power plants and financial assets. An excellent way to participate in real estate and infrastructure.
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An excellent company. Operate in real estate, power plants and financial assets. An excellent way to participate in real estate and infrastructure.
Showing 511 to 525 of 528 entries