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.
More at Wikipedia

Analysis and Opinions about BAM.A-T

Signal
Opinion
Expert
BUY
BUY
January 11, 2019
What will happen to this in a recession? The Brookfield group are outstanding. In a recession, these guys won't do as well as they are in. That said, he doesn't see a recession coming. Low-risk, good operators. They haven't made a major mistake over the last few years. Savvy.
Show full opinionHide full opinion
What will happen to this in a recession? The Brookfield group are outstanding. In a recession, these guys won't do as well as they are in. That said, he doesn't see a recession coming. Low-risk, good operators. They haven't made a major mistake over the last few years. Savvy.
HOLD
HOLD
January 4, 2019
He likes their business, but does not own BAM.A-T at this time. It has been very successful over the years, which is why he does not own it -- it has historically been too expensive.
Show full opinionHide full opinion
He likes their business, but does not own BAM.A-T at this time. It has been very successful over the years, which is why he does not own it -- it has historically been too expensive.
BUY
BUY
December 10, 2018
Very well-managed and for years they've returned a decent ROE and employed capital efficiently. A good time to look at this. There'll be more infrastructure built, and Brookfield's subsidiaries will feed into BAM'A.
Show full opinionHide full opinion
Very well-managed and for years they've returned a decent ROE and employed capital efficiently. A good time to look at this. There'll be more infrastructure built, and Brookfield's subsidiaries will feed into BAM'A.
PAST TOP PICK
PAST TOP PICK
December 5, 2018
(A Top Pick Aug 16/18, Up 1%) A very weak market since August, so he is pleased with its value. He would refrain from looking at short term returns in this space. Very conservatively this is worth $50 US per share. They raised $12 billion last quarter to target their NAV to $118 in the near future.
Show full opinionHide full opinion
(A Top Pick Aug 16/18, Up 1%) A very weak market since August, so he is pleased with its value. He would refrain from looking at short term returns in this space. Very conservatively this is worth $50 US per share. They raised $12 billion last quarter to target their NAV to $118 in the near future.
WEAK BUY
WEAK BUY
November 28, 2018
Which Brookfield stock to buy? Tough call, because they're always priced at a premium and they are prolific stock issuers (which could knock down a stock). He'd choose BAM'A: stable with good price momentum. BPY is his second choice. To be honest, he sees better value in non-Brookfield REITS and infrastructure companies.
Show full opinionHide full opinion
Which Brookfield stock to buy? Tough call, because they're always priced at a premium and they are prolific stock issuers (which could knock down a stock). He'd choose BAM'A: stable with good price momentum. BPY is his second choice. To be honest, he sees better value in non-Brookfield REITS and infrastructure companies.
PAST TOP PICK
PAST TOP PICK
November 27, 2018
(A Top Pick Oct 03/17, Up 14%) Great managers. Still loves it. Great for growth. Should be a core holding.
Show full opinionHide full opinion
(A Top Pick Oct 03/17, Up 14%) Great managers. Still loves it. Great for growth. Should be a core holding.
TOP PICK
TOP PICK
November 21, 2018
Q3 was a very big beat and they are seriously growing their earnings. Funds from operation per share were way up, and he forecasts 10% growth there. As long as they execute and interest rates don't skyrocket, this stock will work. (Analysts’ price target is $69.25)
Show full opinionHide full opinion
Q3 was a very big beat and they are seriously growing their earnings. Funds from operation per share were way up, and he forecasts 10% growth there. As long as they execute and interest rates don't skyrocket, this stock will work. (Analysts’ price target is $69.25)
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Sep 21/18, Down 1%) They have a recurring revenue model. This is a global play. They keep adding to their portfolio of assets they manage. They hit a home run on their latest earnings report. They beat both top and bottom line and have good guidance for next year.
Show full opinionHide full opinion
(A Top Pick Sep 21/18, Down 1%) They have a recurring revenue model. This is a global play. They keep adding to their portfolio of assets they manage. They hit a home run on their latest earnings report. They beat both top and bottom line and have good guidance for next year.
BUY
BUY
October 15, 2018

It has a really good trend. It is volatile with a choppy chart. It is probably one of the best asset managers out there. He is probably going to start to look at this one.

Show full opinionHide full opinion

It has a really good trend. It is volatile with a choppy chart. It is probably one of the best asset managers out there. He is probably going to start to look at this one.

TOP PICK
TOP PICK
October 10, 2018

She likes the alternative asset space, because there's a growing demand to invest in infrastructure. It's more of a growth company next to the other Brookfield stocks. They will raise new capital with new funds. Existing clients are committing more captiall to invest--a good sign. They're global. Management owns 20% of the stock. (1.4% dividend, Analysts' price target: $67.09)

Show full opinionHide full opinion

She likes the alternative asset space, because there's a growing demand to invest in infrastructure. It's more of a growth company next to the other Brookfield stocks. They will raise new capital with new funds. Existing clients are committing more captiall to invest--a good sign. They're global. Management owns 20% of the stock. (1.4% dividend, Analysts' price target: $67.09)

TOP PICK
TOP PICK
October 9, 2018

Owned it before. They generate fees and carry on massive amounts of money that they have raised. Provides stability to the portfolio. Dividend yield of 1.4%. (Analysts’ price target is $67.09)

Show full opinionHide full opinion

Owned it before. They generate fees and carry on massive amounts of money that they have raised. Provides stability to the portfolio. Dividend yield of 1.4%. (Analysts’ price target is $67.09)

BUY
BUY
September 27, 2018

He likes the asset management space. They have a very strong balance sheet. He prefers this parent to the other Brookfields.

Show full opinionHide full opinion

He likes the asset management space. They have a very strong balance sheet. He prefers this parent to the other Brookfields.

SHORT
SHORT
September 27, 2018

How this company is up with interest rates going up? They do benefit from having fees on other people’s money. She thinks it doesn’t trade off of its yield necessarily, but rather for the sum of parts that is made of.

Show full opinionHide full opinion

How this company is up with interest rates going up? They do benefit from having fees on other people’s money. She thinks it doesn’t trade off of its yield necessarily, but rather for the sum of parts that is made of.

HOLD
HOLD
September 26, 2018

It's done well for him. BAM owns a variety of properties including infrastructure, so you can't say that rising interest rates will automatically pressure it. BAM is in a trend channel, and maybe due for a pullback. The chart is not parabolic. He sees no problem with this chart if you want to hold it for the mid- or long-term. Pays 1.3% dividend.

Show full opinionHide full opinion

It's done well for him. BAM owns a variety of properties including infrastructure, so you can't say that rising interest rates will automatically pressure it. BAM is in a trend channel, and maybe due for a pullback. The chart is not parabolic. He sees no problem with this chart if you want to hold it for the mid- or long-term. Pays 1.3% dividend.

TOP PICK
TOP PICK
September 21, 2018

He likes all the companies’ assets with strong recurring revenues. For anyone who needs income in their portfolio this a great holding. Yield 1.4%. (Analysts’ price target is $64.08)

Show full opinionHide full opinion

He likes all the companies’ assets with strong recurring revenues. For anyone who needs income in their portfolio this a great holding. Yield 1.4%. (Analysts’ price target is $64.08)

Showing 61 to 75 of 528 entries