(A top pick May 11/18, up 8%). Still likes this.  This is the private equity group spun out of the Brookfield group.  They have a great track record.  It continues to be a core holding.

(A Top Pick March 1/18, Up 22 %) Really like, still a great buy. Very diversified, great access to capital, great investment professionals. Plan to hold it for a long time.

He loves Brookfield, but he always buys the parent stock, BAM, which does it all. This is for long-term investors.

This was spun out of Brookfield Asset Management. Its numbers are a bit opaque. They are the private equity arm of Brookfield Asset Management. They’ve done a good job of acquiring new unique businesses. He thinks this is one of the smartest private equity teams in Canada and they are doing deals around the world. Earnings are lumpy for now but it is an incredible business. (Analysts’ price target is 52.72$)

You probably shown own anything with a Brookfield name. The team at Brookfield are such shrewd operators. This one is an interesting collection of assets. Construction, private equity, etc. Very hard to analyse. There is an incentive play on this stock. If the stock stays above $25 a share, the Brookfield asset management team collects a higher incentive fee, so he thinks this is incentivized properly to get the stock price higher.

A new limited partnership from Brookfield. Made up of a collection of different assets such as private equity assets, ownership and other publicly traded companies. It came out at around $30+. Typically, people get rid of it because it’s a duplication of something they already have, but they really should be buying it instead. Hasn’t decided what his strategy is yet, but he wouldn’t discount this company. The price looks quite interesting.