Brookfield Business Partners LP

BBU.UN-T

TSE:BBU.UN

60.45
1.29 (2.18%)
Brookfield Business Partners L.P. is a publicly traded limited partnership and the primary public vehicle through which Brookfield owns and operates the business services and industrial operations of its private equity group.
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Analysis and Opinions about BBU.UN-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 31, 2019
(A Top Pick Nov 28/18, Up 16%) Genworth and Westinghouse have been great investments for them. They're great capital allocators. Still likes it at current prices.
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(A Top Pick Nov 28/18, Up 16%) Genworth and Westinghouse have been great investments for them. They're great capital allocators. Still likes it at current prices.
BUY WEAKNESS
BUY WEAKNESS
September 6, 2019
The support sits in the low to mid $40s. There is resistance at $50. $55 looks like the top. He would buy at the low 40s.
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The support sits in the low to mid $40s. There is resistance at $50. $55 looks like the top. He would buy at the low 40s.
TOP PICK
TOP PICK
August 27, 2019
The industrial and business operating portion of the Brookfield portfolio. They have holdings around the world. The bottom line is the stock was trading $60 a year ago and is fundamentally too low. There is no shortage of demand from the pension sector space for what they offer. Their earnings are lumpy as they buy and sell entities. He has now doubts it will be up to $75 per share in the next year or two. Yield 0.77% (Analysts’ price target is $61.27)
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The industrial and business operating portion of the Brookfield portfolio. They have holdings around the world. The bottom line is the stock was trading $60 a year ago and is fundamentally too low. There is no shortage of demand from the pension sector space for what they offer. Their earnings are lumpy as they buy and sell entities. He has now doubts it will be up to $75 per share in the next year or two. Yield 0.77% (Analysts’ price target is $61.27)
BUY WEAKNESS
BUY WEAKNESS
August 12, 2019
He likes it. It's the private equity arm of the Brookfield family. It's stable. They buy companies that grow. The stock has performed well, though it's come off lately. Buy it during a sell-off, like now. You can't take a quarter-to-quarter view of it, but rather 5-10 years, based on its underlying assets/properties.
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He likes it. It's the private equity arm of the Brookfield family. It's stable. They buy companies that grow. The stock has performed well, though it's come off lately. Buy it during a sell-off, like now. You can't take a quarter-to-quarter view of it, but rather 5-10 years, based on its underlying assets/properties.
TOP PICK
TOP PICK
May 10, 2019
Think of it as a private equity firm that looks to buy, improve, and sell off businesses. They have a focus on energy infrastructure, power and even health care. They try to generate a 15% return each year. Yield 0.65% (Analysts’ price target is $62.64)
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Think of it as a private equity firm that looks to buy, improve, and sell off businesses. They have a focus on energy infrastructure, power and even health care. They try to generate a 15% return each year. Yield 0.65% (Analysts’ price target is $62.64)
BUY
BUY
April 11, 2019

It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have built out their infrastructure.

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It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have built out their infrastructure.

PAST TOP PICK
PAST TOP PICK
April 11, 2019
(A Top Pick Mar 01/18, Up 21%) He still likes it. They have done a great job of turning over investments over the last two years. They are in all kinds of businesses all over the place. Hold for the long term.
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(A Top Pick Mar 01/18, Up 21%) He still likes it. They have done a great job of turning over investments over the last two years. They are in all kinds of businesses all over the place. Hold for the long term.
PAST TOP PICK
PAST TOP PICK
February 5, 2019
(A Top Pick Sep 10/18, Down 22%) Brookfield has the Midas touch. It's a private equity type vehicle. You put it aside, and in the tough times you have to remember not to sell it. Lots of leverage involved, so when markets go down, value of the underlying assets goes down. A good stable of companies. Just buy and hold.
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(A Top Pick Sep 10/18, Down 22%) Brookfield has the Midas touch. It's a private equity type vehicle. You put it aside, and in the tough times you have to remember not to sell it. Lots of leverage involved, so when markets go down, value of the underlying assets goes down. A good stable of companies. Just buy and hold.
STRONG BUY
STRONG BUY
November 30, 2018
This is a core holding for him and it is a strong buy. As a spin-off of Brookfield Asset Management, the goal of the company is to re-invest capital and rotate it into high yielding opportunities – it pays very little dividend.
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This is a core holding for him and it is a strong buy. As a spin-off of Brookfield Asset Management, the goal of the company is to re-invest capital and rotate it into high yielding opportunities – it pays very little dividend.
TOP PICK
TOP PICK
November 28, 2018
A well-run company and a top quality asset management company. They have made acquisitions all over the world. They are in the business and industrial services spaces. Yield 0.7%. (Analysts’ price target is $64.92)
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A well-run company and a top quality asset management company. They have made acquisitions all over the world. They are in the business and industrial services spaces. Yield 0.7%. (Analysts’ price target is $64.92)
PAST TOP PICK
PAST TOP PICK
October 19, 2018

(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.

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(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.

TOP PICK
TOP PICK
September 10, 2018

It is hard for the private investor to get exposure to private equity. This one is like private equity. They can create value by liquidating investments. They have items in their portfolio that are quite undervalued. (Analysts’ target: $65.21).

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It is hard for the private investor to get exposure to private equity. This one is like private equity. They can create value by liquidating investments. They have items in their portfolio that are quite undervalued. (Analysts’ target: $65.21).

PAST TOP PICK
PAST TOP PICK
August 17, 2018

(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.

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(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.

PAST TOP PICK
PAST TOP PICK
July 27, 2018

(A Top Pick March 1/18 Up 17%). He continues to think the investment partners are stellar and are showing the ability to create value.

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(A Top Pick March 1/18 Up 17%). He continues to think the investment partners are stellar and are showing the ability to create value.

COMMENT
COMMENT
July 10, 2018

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

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

PAST TOP PICK
PAST TOP PICK
May 11, 2018

(A Top Pick March 1/18 - Up 10.1%.) Part of their private equity exposure. Management team is really strong. They do very unique things all over the world. You can consider this a long-term holding. Well funded. Well capitalized.

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(A Top Pick March 1/18 - Up 10.1%.) Part of their private equity exposure. Management team is really strong. They do very unique things all over the world. You can consider this a long-term holding. Well funded. Well capitalized.

TOP PICK
TOP PICK
March 1, 2018

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$)

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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$)

COMMENT
COMMENT
February 7, 2017

He likes this. A private equity way to play the market. It was spun out from Brookfield. Very smart management team that looks at numbers of deals every day, backed by the balance sheet of Brookfield. There are very few deals they can’t get into. In the last quarter they announced on 3 different acquisitions, one in Brazil, one in India and one in Europe. At the same time they acted like a true private equity player by disposing of an asset that they made 200%-300% on.

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He likes this. A private equity way to play the market. It was spun out from Brookfield. Very smart management team that looks at numbers of deals every day, backed by the balance sheet of Brookfield. There are very few deals they can’t get into. In the last quarter they announced on 3 different acquisitions, one in Brazil, one in India and one in Europe. At the same time they acted like a true private equity player by disposing of an asset that they made 200%-300% on.

HOLD
HOLD
December 20, 2016

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.

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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.

COMMENT
COMMENT
July 8, 2016

(Market Call Minute.) Not pure real estate. Also, has oil service companies. He dumped his holdings, but if you have a long-term view on the market, stick with it.

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(Market Call Minute.) Not pure real estate. Also, has oil service companies. He dumped his holdings, but if you have a long-term view on the market, stick with it.

COMMENT
COMMENT
June 24, 2016

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.

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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.

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