Brookfield Asset Management (A)

BAM.A-T

TSE:BAM.A

44.59
0.57 (1.29%)
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.
More at Wikipedia

Analysis and Opinions about BAM.A-T

Signal
Opinion
Expert
BUY
BUY
December 10, 2019
Granite vs. BAM Granite has done well and he regrets not buying it. They've done a great job transforming the Magna assets. It's come a long way. He's neutral on it now. BAM is totally different, a huge conglomerate, a premier stock. You can't compare the two.
Show full opinionHide full opinion
Granite vs. BAM Granite has done well and he regrets not buying it. They've done a great job transforming the Magna assets. It's come a long way. He's neutral on it now. BAM is totally different, a huge conglomerate, a premier stock. You can't compare the two.
BUY WEAKNESS
BUY WEAKNESS
December 9, 2019
Better to own this than the banks. They can benefit from low interest rates. They invest in infrastructure assets and generate performance fees on top of that. Their fee-related earnings were up 36% year-over-year. They're well-funded and invest that money well. He will certainly add on any pullback. It will grow over time.
Show full opinionHide full opinion
Better to own this than the banks. They can benefit from low interest rates. They invest in infrastructure assets and generate performance fees on top of that. Their fee-related earnings were up 36% year-over-year. They're well-funded and invest that money well. He will certainly add on any pullback. It will grow over time.
PARTIAL BUY
PARTIAL BUY
November 26, 2019
A stop loss is a great backstop, so you can cut your losses and let your winners run. Looks overbought right now. Start with a 2% position today, and add another 2% if there's a pullback. Large reach in emerging markets, and best way to access infrastructure all over the world. (Analysts’ price target is $85.00)
Show full opinionHide full opinion
A stop loss is a great backstop, so you can cut your losses and let your winners run. Looks overbought right now. Start with a 2% position today, and add another 2% if there's a pullback. Large reach in emerging markets, and best way to access infrastructure all over the world. (Analysts’ price target is $85.00)
BUY
BUY
November 22, 2019
They’ve owned it for a long time, and it is a great model. Net asset values can change so he wouldn’t make decisions based on this. However, he thinks they will continue to earn a satisfactory return for shareholders and he believes in the management team.
Show full opinionHide full opinion
They’ve owned it for a long time, and it is a great model. Net asset values can change so he wouldn’t make decisions based on this. However, he thinks they will continue to earn a satisfactory return for shareholders and he believes in the management team.
COMMENT
COMMENT
November 19, 2019
Sell BAM and buy Onex? Don't chase this. This chart is straight up. It's running. Where do you enter? Hold onto Onex.
Show full opinionHide full opinion
Sell BAM and buy Onex? Don't chase this. This chart is straight up. It's running. Where do you enter? Hold onto Onex.
BUY
BUY
November 18, 2019
Sell Onex and buy BAM? Tailwinds are behind them because management has the confidence of the market.
Show full opinionHide full opinion
Sell Onex and buy BAM? Tailwinds are behind them because management has the confidence of the market.
BUY
BUY
November 13, 2019
Worth buying despite a strong run-up? Yes. For the past 10 years, investors have complained that BAM is fully priced. True, sometimes the chart looks stretched, but he believes in management.
Show full opinionHide full opinion
Worth buying despite a strong run-up? Yes. For the past 10 years, investors have complained that BAM is fully priced. True, sometimes the chart looks stretched, but he believes in management.
STRONG BUY
STRONG BUY
November 12, 2019

A big holding for him. BAM is the top Brookfield stock and has phenomenally grown in recent years. There's even more room to grow in real estate, infrastructure and private equity. They are alternate investments for folks like pension funds which appeal to them because these funds are more than super-safe bonds. A core holding.

Show full opinionHide full opinion

A big holding for him. BAM is the top Brookfield stock and has phenomenally grown in recent years. There's even more room to grow in real estate, infrastructure and private equity. They are alternate investments for folks like pension funds which appeal to them because these funds are more than super-safe bonds. A core holding.

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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
(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)
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
(A Top Pick Oct 10/18, Up 27%) Also a top pick today, so will discuss it there. Now is an entry point.
Showing 46 to 60 of 566 entries