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.
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Analysis and Opinions about BAM.A-T

Signal
Opinion
Expert
BUY
BUY
October 8, 2019
Terrific. It's an inflation hedge and worth holding in tough times. It's a long-time core holding. The one caveat is that they come to market regularly. But you can own this for a long, long time.
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Terrific. It's an inflation hedge and worth holding in tough times. It's a long-time core holding. The one caveat is that they come to market regularly. But you can own this for a long, long time.
COMMENT
COMMENT
October 4, 2019
Defensive stock? Of all the Brookfield entities, BPY.UN-T is the one he likes the least. They have had a strategy of buying older shopping centres and malls that have not been doing well. He does not buy into the theory they are buying at lower prices. He would hold BAM.A-T instead.
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Defensive stock? Of all the Brookfield entities, BPY.UN-T is the one he likes the least. They have had a strategy of buying older shopping centres and malls that have not been doing well. He does not buy into the theory they are buying at lower prices. He would hold BAM.A-T instead.
BUY
BUY
September 23, 2019
It is a core holding. It is a very well run operation. They are smart at going into areas early. A great core holding for any investor.
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It is a core holding. It is a very well run operation. They are smart at going into areas early. A great core holding for any investor.
WEAK BUY
WEAK BUY
September 23, 2019
Too much debt, though they have put debt to good use. They're fine over 5-20 years. You can buy this and walk away for a while.
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Too much debt, though they have put debt to good use. They're fine over 5-20 years. You can buy this and walk away for a while.
BUY WEAKNESS
BUY WEAKNESS
September 16, 2019
It's been a sure-thing stock over the years and boasts a beautiful chart. Buy and hold this. Buy on a pullback at $65. It has solid real estate holdings.
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It's been a sure-thing stock over the years and boasts a beautiful chart. Buy and hold this. Buy on a pullback at $65. It has solid real estate holdings.
PARTIAL BUY
PARTIAL BUY
September 12, 2019
They are fantastic asset managers. It has a great long term trend. You could buy a half position, knowing you might have to buy the rest lower. It has been a good position.
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They are fantastic asset managers. It has a great long term trend. You could buy a half position, knowing you might have to buy the rest lower. It has been a good position.
BUY WEAKNESS
BUY WEAKNESS
September 12, 2019
For new money, waiting for a pullback. Great long-term hold. Likes the space of alternative asset managers, it's growing. They compete globally. Likes management team. Have cash on hand to take advantage of buying assets during any downturn. Yield is 1.2%.
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For new money, waiting for a pullback. Great long-term hold. Likes the space of alternative asset managers, it's growing. They compete globally. Likes management team. Have cash on hand to take advantage of buying assets during any downturn. Yield is 1.2%.
BUY
BUY
September 10, 2019
A core holding of his. A beauty. A Canadian stock with global reach. Make it a big part of your portfolio.
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A core holding of his. A beauty. A Canadian stock with global reach. Make it a big part of your portfolio.
COMMENT
COMMENT
September 6, 2019
Getting through $60 was a big pop. They are at a new high and would be looking to sell half at these prices. Would watch or take a win, but wouldn’t enter or add a position.
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Getting through $60 was a big pop. They are at a new high and would be looking to sell half at these prices. Would watch or take a win, but wouldn’t enter or add a position.
BUY
BUY
September 5, 2019
Low interest rates, negative yields, and low growth are unbelievably positive for BAM. You have to own this stock. It's the next Berkshire Hathaway. If they get it right, this company will compound capital in the double digits for a very long time.
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Low interest rates, negative yields, and low growth are unbelievably positive for BAM. You have to own this stock. It's the next Berkshire Hathaway. If they get it right, this company will compound capital in the double digits for a very long time.
PAST TOP PICK
PAST TOP PICK
August 28, 2019
(A Top Pick Oct 09/18, Up 23%) They have billions in their asset management business which is generating management fees. Add their real estate assets and private equity. They've done a great job of building their business. Low volatility and they benefit from low interest rates. It's up 30% YTD and resilient during the current market sell-off.
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(A Top Pick Oct 09/18, Up 23%) They have billions in their asset management business which is generating management fees. Add their real estate assets and private equity. They've done a great job of building their business. Low volatility and they benefit from low interest rates. It's up 30% YTD and resilient during the current market sell-off.
BUY WEAKNESS
BUY WEAKNESS
August 27, 2019
During a recession? Below $65 is an entry point. This will do well during low interest rates. Nothing holds up very well in a recession, but this will do better than most stocks. Maybe put a half-weight on now, if you expect a recession within a year.
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During a recession? Below $65 is an entry point. This will do well during low interest rates. Nothing holds up very well in a recession, but this will do better than most stocks. Maybe put a half-weight on now, if you expect a recession within a year.
BUY
BUY
August 20, 2019

BAM vs. BCE A 3% weight in BCE is enough. 50% of their EBITDA comes from landlines, but their credit rating isn't great. Cord-cutting is accelerating on the old telephones. He prefers BAM here. Brookfield is a money manager that does very prudent acquisitions, and is a Canadian success story. BCE's dividend growth will wane given the above reasons, unless they expand internationally. Brookfield offers international exposure.

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BAM vs. BCE A 3% weight in BCE is enough. 50% of their EBITDA comes from landlines, but their credit rating isn't great. Cord-cutting is accelerating on the old telephones. He prefers BAM here. Brookfield is a money manager that does very prudent acquisitions, and is a Canadian success story. BCE's dividend growth will wane given the above reasons, unless they expand internationally. Brookfield offers international exposure.

STRONG BUY
STRONG BUY
August 13, 2019
Really likes this chart. A great chart. A buy-and-hold chart that shows a solid uptrend.
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Really likes this chart. A great chart. A buy-and-hold chart that shows a solid uptrend.
BUY WEAKNESS
BUY WEAKNESS
August 12, 2019
Add to an existing position. You'll do well owning this for the long-term, but don't add to it now, because it's reached all-time highs. Wait for a weak report or bad headline to add more. $60 is a good buy level.
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Add to an existing position. You'll do well owning this for the long-term, but don't add to it now, because it's reached all-time highs. Wait for a weak report or bad headline to add more. $60 is a good buy level.
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