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| PAST TOP PICK | 31.090 | Charles Dillingham | (A Top Pick Feb 4/11. Down 2.44%.) | 2012-02-10 | |
| BUY | 31.430 | Christine Poole | This is the one that she would buy if wanting to own one of the Brookfield companies. This has so many operating subs beneath them and may typically hold the majority interest in them. | 2012-02-08 | |
| PAST TOP PICK | 30.270 | Hank Cunningham | (A Top Pick May 19/11. Up 3.5%.) 5.20% bond maturing Sept 8/16. Thinks this is undervalued. Likes the company. | 2012-01-30 | |
| PAST TOP PICK | 28.420 | Charles Dillingham | (A Top Pick Feb 4/11. Down 12.48%.) Very broad international platform. Good long-term hold. | 2012-01-06 | |
| BUY | 28.180 | Michael Decter | Owns this one and the renewable and the properties. They seem to be in a perpetual state of being reorganized but seem to perform. It depends on how diversified you want to be – real estate or energy. Has a high regard for management and unlocked a lot of shareholder value. Buy two or three of the Brookfield names. If he had to choose one it would be this one. | 2012-01-04 | |
| TOP PICK | 27.670 | Gavin Graham | The holding company for the Brookfield group. It owns Brookfield Properties (BPO-N), Brookfield Properties in Canada (BPO-T) plus Brookfield Renewable Energy (BEP.UN-T). Great play on inflation assets and is down 18% over the last year. 1.9% dividend, which they may raise. | 2011-12-28 | |
| BUY | 27.520 | Jeffrey F. Olin | (Market Call Minute.) One the best companies on the planet. | 2011-12-21 | |
| TOP PICK | 27.550 | Ben Cheng | Trading at a discount to its NAV. Their renewable power, infrastructure and real estate divisions are all trading under valued relative to where this company is today. Plus, all of 3 of these divisions are seeing revenues and earnings gains into the mid teens. The only weak division has been the investment side. | 2011-12-20 | |
| BUY | 27.330 | Michael Sprung | Extremely well managed. What has been holding the stock back recently is the general economy. Fairly well diversified play with interests in Brookfield Properties (BPO-T), Brookfield infrastructure as well as their own entities. Attractive price. | 2011-12-19 | |
| BUY | 28.220 | Colin Stewart | Share price has fallen because some of their businesses, such as asset management, have earnings volatility. Likes this for the long term. Have a lot of high quality office buildings, power and infrastructure, which are great places to be. | 2011-12-09 | |
| BUY | 28.380 | Paul Gardner, CFA | A fantastic holding company that has a tremendous amount of value. Numbers came out a little light from what that street expected. One of the world global managers that tend to do the right things. Trading below NAV. | 2011-12-05 | |
| DON'T BUY | 27.930 | Brian Acker, CA | His model price is $18.29, a 35% downside from its current price. Also its balance sheet is not that strong. Too much debt and not enough earnings for him. | 2011-12-02 | |
| TOP PICK | 27.210 | Hank Cunningham | 5.29% bond maturing April 25/17. Good company and their bonds are undervalued as the market not understanding the credit. A BBB rated credit. | 2011-11-28 | |
| TOP PICK | 28.630 | Charles Dillingham | Classified as real estate, but it has lots of stuff including major hydro, water facilities. In Brazil and Australia also. Got a major shareholder because of a deal they did in the US. Buy this for a long-term hold. | 2011-11-16 | |
| TOP PICK | 28.620 | Joey Mack | Preferred “J” series 12, 5.45%. Has a dividend yield of about 4.25%, which is more like 5%-5.5% when you gross it up. This is for a more moderate risk investor. | 2011-11-04 | |
| TOP PICK | 27.800 | Barry Schwartz | Net asset value of their holdings is about $37 and yet the stock is trading at far less. This gives you an investment in one of the smartest management groups in Canada. They're investing in long-duration assets of real estate, power generation and infrastructure which have low volatility. Have been buying back shares fast and furiously in the last few days. A long-term hold. | 2011-10-20 | |
| TOP PICK | 27.240 | Charles Dillingham | Very dynamic process. Very diversified but have been putting all their sectors into proper boxes. Diversified globally. Great long term holding. Good price. | 2011-10-18 | |
| BUY | 28.730 | Michael Simpson, CFA | At the head of a huge web where they invest in a whole suite of smaller companies. Prefers to own this one. Trades at a discount to NAV. Dividend is less than 2% but expecting this will get increased over time. For a higher dividend you would go into one of their smaller holdings. | 2011-09-15 | |
| BUY | 29.480 | Barry Schwartz | Very smart management. Have been able to raise a lot of money in a lousy market. Have one of the best suites in US real estate. Making huge inroads into Australia. | 2011-08-11 | |
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| BUY | 28.150 | Paul Gardner, CFA | Best in class asset managers. You can sleep at nights if you own this one. So well financed and so good at what they do, that they can go global and analyze opportunities. | 2011-08-10 | |
| BUY | 30.680 | Richard Fogler | One of the best investors in North America. Made a very profitable investment about 5 months ago. | 2011-07-22 | |
| BUY | 30.790 | Mike S. Newton, CIM FCSI | Well run. Comes to the market frequently with preferred shares and he thinks they are stepping up their foreign investments. Has been moving sideways for 4 or 5 months but should start moving up shortly. Yield of 1.6%. | 2011-07-19 | |
| BUY | 31.220 | Sandy McIntyre | Have a strategy of growing management fees. Likes the business model. BAM is the top company in the structure. | 2011-06-08 | |
| HOLD | 31.970 | Ron Meisels | In a very nice uptrend. 200 day moving average is also in an uptrend. If you own, add to your position if it gets above $32-$33. | 2011-05-30 | |
| PAST TOP PICK | 32.490 | Hank Cunningham | 7 Year Bond 5.29% 4/25/17. (A Top Pick Apr 27/10. Up 8.42%.) Thought and still thinks the credit was undervalued. | 2011-05-19 | |
| TOP PICK | 32.490 | Hank Cunningham | 5.20% bond maturing Sept 8/16. Likes the company a lot as an equity and likes their bonds as well. Their bonds come to market with yields much wider than similarly rated bonds would come. | 2011-05-19 | |
| BUY | 31.280 | Paul Harris, CFA | Very astute management. Great purchasers of assets. Long relationships with huge sovereignty and pension funds. Very good at buying things cheap, understanding their values, maturing them and then selling them. Trades at a discount to its NAV 0f $42-$45. | 2011-05-13 | |
| BUY | 30.720 | Barry Schwartz | Company indicates their NAV is between $37 and $38 a share. Great inflation play. Have lots of exposure to US real estate, which is going to do well. Lots of growth and assets in Brazil. Can see lots of upside. | 2011-04-11 | |
| TOP PICK | 31.040 | Charles Dillingham | Takes position that economy is improving. These guys are best positioned to take advantage of it. This is just a very good long-term holding. Financially responsible. They take in funds for real estate funds and get fees for managing these funds. Yield is low, but everything else about them is responsible. | 2011-03-22 | |
| TOP PICK | 31.040 | David Baskin | They have a strategy that makes sense to him and they articulate it well in the letter to shareholders. Tremendous portfolio of properties. Assets in Australia, Canada, US and Brazil. Just purchased the most important operator of shopping centers in the US out of bankruptcy, which he thinks was brilliant. A diverse group of assets – railways in Australia, power generation in Brazil. Have produced terrific returns on equity to shareholders, although the dividend is small. They manage funds for others as well as corporate funds. 1.6% dividend. | 2011-03-22 | |
| TOP PICK | 30.500 | Charles Dillingham | Not technically a REIT but huge in real estate. Has them as one of his biggest holdings. Still believes economy is going to go up. Recently they did a big issue and the market had difficulty digesting it. It has come down and looks like it is basing. They are diversified into infrastructure and into several countries. They have weakened off and they represent value again. | 2011-03-10 | |
| PAST TOP PICK | 32.000 | Martin Hubbes, CFA | (A Top Pick Feb 18/10. Up 37.04%.) Still loves. Great management. Long term hold. | 2011-02-15 | |
| HOLD | 32.200 | Christine Poole | Invest in hard assets including infrastructure in ports in Australia and real estate in the US. Very smart managers. Very good name to hold long term if you want exposure to infrastructure. 1.6% yield. Prefers others with higher yields. (See Top Picks.) | 2011-02-14 | |
| PAST TOP PICK | 32.700 | David Baskin | (A Top Pick Feb 8/10. Up 48.34%.) Still likes. | 2011-02-08 | |
| TOP PICK | 32.680 | Charles Dillingham | (A Top Pick March 19/10. Up 33.64%.) Based on a growth economy. Made a lot of acquisitions. Global assets. | 2011-02-04 | |
| BUY | 32.750 | Sandy McIntyre | Value stock with a growth profile. Likes what they are doing in Australia and their acquisitions during the recession. Participated in their recent financing. | 2011-02-02 | |
| DON'T BUY | 31.950 | Jeff Black | Quality, diversified name. Asset management and real estate. One knock against them is their complicated structure – not always that readable by the analyst community. Since their run, is a little ahead of itself somewhat. We are overdue for some sort of correction/pull-back. Not one of his favorites. | 2011-01-11 | |
| TOP PICK | 31.390 | Charles Dillingham | (A Top Pick March 19/09. Up 27.43%.) When there was so much trouble, they had $6 billion in cash. Have a global platform. Balance sheet is in great shape. Wonderful platform to grow on. | 2010-12-10 | |
| TOP PICK | 30.270 | Bill MacLachlan | Likes the way they diversified into global asset management. Good management. North America’s largest hydro producer. Tremendous portfolio of Class A real estate. Really a global asset infrastructure play. | 2010-11-17 | |
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| BUY on WEAKNESS | 31.140 | Douglas Kee | Raised a huge amount of money from their subsidiaries. Well managed. Smart management. | 2010-10-25 | |
| PAST TOP PICK | 29.320 | Charles Dillingham | (A Top Pick Sept 3/09. Up 30%.) Classified as real estate but has global investments in communications, lumber, power generation, etc. Good place to get wide exposure. 1.8% yield. | 2010-10-07 | |
| PAST TOP PICK | 28.040 | Charles Dillingham | (A Top Pick Sept 3/09. Up 20.58%.) | 2010-09-01 | |
| PAST TOP PICK | 26.520 | David Baskin | (Top Pick Aug 31/09, Up 20.51%) Just the greatest asset managers out there. | 2010-08-05 | |
| PAST TOP PICK | 26.380 | Charles Dillingham | (A Top Pick Aug 10/09. Up 23.35%.) | 2010-08-03 | |
| PAST TOP PICK | 24.650 | Mark Carpani | Bonds 8.95% (Top Pick Jun 2/09, Up 21.68%) Recently Sold. | 2010-06-07 | |
| DON'T BUY | 24.650 | Hank Cunningham | He likes their bonds but there is an inadequate selection of long-term bonds. He would not go too long on corporate bond, however. | 2010-06-07 | |
| Comment | 26.360 | Charles Lannon | Doesn't own the common shares, but in most of his fixed income accounts, he owns senior debt or preferred shares. Great capital allocators. Very cyclical financial because they are wholesale finance as opposed to deposit based finance. Expect the stock will continue to do well. | 2010-04-29 | |
| TOP PICK | 25.840 | Hank Cunningham | 7 Year Bond 5.29% 4/25/17. An investment grade company with good balance sheet. Bonds will earn that coupon rate in the next 12 months. | 2010-04-27 | |
| SELL | 25.840 | Hank Cunningham | Brookfield Bond 06/2014. One of his favorite companies. Sell it and get one that matures at a later date. Lock in the capital gain. | 2010-04-27 | |
| PAST TOP PICK | 25.450 | Michael Decter | (A Top Pick March 24/09. Up 53.33%.) Still likes. | 2010-04-22 | |
| TOP PICK | 25.660 | Charles Dillingham | If the world is going to continue to improve economically, you need a broader market. This company is globally in Australia, England, US and Canada. In infrastructure. Well managed. | 2010-04-15 | |
| BUY | 26.000 | Paul Gardner, CFA | One of the premier Canadian companies. Active managers. They own Brookfield Properties (BPO-N) as well as infrastructure projects. Relatively cheap. Really good growth profile. Have capital that they can deploy anywhere globally. | 2010-04-01 | |
| DON'T BUY | 26.170 | Philip Doyle | Difficult company to value and hard to see it moving dramatically above the current price. Has some pretty defensive positions in premier office properties, timber land, hydro and electric generation. Very experienced and skilled dealmakers. Reasonably valued at these levels. | 2010-03-26 | |
| TOP PICK | 24.990 | Charles Dillingham | $6-$7 billion in cash. International holdings including England, Australia, US and Canada. Good management. | 2010-03-19 | |
| BUY | 25.550 | Michael Smedley | Brookfield Infrastructure (BIP-N) or Brookfield Asset Management (BAM.A-T)? You could buy them both as they are both good. | 2010-03-18 | |
| BUY | 25.350 | David Baskin | Great trade. Well positioned. Tremendous book of assets. Buys for all his new clients. | 2010-03-16 | |
| PAST TOP PICK | 24.980 | Michael Decter | (A Top Pick March 24/09. Up 45.5% excluding dividends.) Thinks the Brookfield companies are very smart about managing money. Strong balance sheets. Likes their hydroelectric assets. Long-term assets with great value. | 2010-03-08 | |
| BUY | 24.980 | Colin Stewart | Well-managed company. All their sectors are attractive places to be. Track record as very astute investors. | 2010-03-05 | |
| STRONG BUY | 24.060 | Barry Schwartz | Likes it. Smart investors, great suite of assets. Expect cash flow to grow. Are waiting on the sidelines for distressed sales of real estate. Trades at a discount to net asset value. He is buying it today. | 2010-02-22 | |
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| TOP PICK | 23.940 | Martin Hubbes, CFA | For long-term investor, these guys have a lot of opportunities in front of them – real estate as well as infrastructure. They will probably continue to be in distressed real estate. | 2010-02-18 | |
| TOP PICK | 22.460 | David Baskin | Views as his inflation protection play. Things that are protected are real estate, timber growing in the ground and power generation, which is what this company has. Manages $90 billion of assets and they do it very well. Making some very advantageous buys of real estate. Probably paying $.85 for $1 worth of assets. | 2010-02-08 | |
| BUY | 21.850 | Michael Sprung | (Market Call Minute.) If you are a long-term investor, it will do very well. Excellent management. | 2010-01-27 | |
| PAST TOP PICK | 22.820 | Paul Harris, CFA | (A Top Pick Jan 29/09. Up 14.8%.) Very smart operators. Have a lot of cash and will be able to buy a lot of assets. | 2010-01-18 | |
| HOLD | 23.110 | Ara Nalbandian | Diverse portfolio of assets. Is trading in line with asset value, so is not attractive to him. | 2009-12-15 | |
| DON'T BUY | 22.450 | Rick Stuchberry | A conglomerate that owns property management, power generation and money management. Decide where you want to be and then by that particular stock. If you like real estate, go to their Brookfield Properties (BPO-T) or Brookfield Renewable Power Fund (BRC.UN-T) for power generation. | 2009-12-10 | |
| BUY | 22.350 | Paul Gardner, CFA | They are fantastic managers. They delve into infrastructure and property management. They are experts at finding hard assets and grinding them to get as much value out of them as possible. They have so much capital to deploy. They highly like this company. A large part of their portfolio is cyclical and would get hurt in a downturn. | 2009-11-24 | |
| BUY | 22.180 | David Baskin | Very smart asset managers. Just made an interesting move by raising a fund to buy distressed commercial US real estate. A classic contrarian play and thinks it's an opportunity for them to make a killing. 2.5% dividend. | 2009-11-19 | |
| BUY | 24.020 | Christine Poole | Global asset manager focused on infrastructure, real estate and renewable power. Very experienced management team. Have access to capital in times when there is not a lot of liquidity and can take advantage of distressed assets. Looking at this one right now. | 2009-10-15 | |
| BUY | 25.460 | David Baskin | Has come up nicely. | 2009-09-23 | |
| DON'T BUY | 23.280 | Andrew Guy, CFA | Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive. | 2009-09-04 | |
| TOP PICK | 23.080 | Charles Dillingham | Biggest shareholder in Brookfield Properties (BPO-T) as well as some big real estate investments in Australia/UK plus a lot of other features including lumber, power, etc. If the economy picks up, they have extra leverage. Have a lot of money. | 2009-09-03 | |
| TOP PICK | 22.330 | David Baskin | $5 billion to take advantage of the low prices of quality real estate. Manage $80 billion of assets for other people. Very astute management. This is one where you look at the book value more than the earnings. Good long-term hold. | 2009-08-31 | |
| TOP PICK | 22.030 | Charles Dillingham | Biggest real estate entity on the TSX. Have positions in England, Australia and in Canada. Have done a good job of raising money and have in excess of $2 billion in cash. Low dividend ratio. Have other assets besides real estate so that when the economy picks up they will benefit from this. | 2009-08-10 | |
| BUY | 20.230 | Mark Carpani | Bond due 2017. Rated A low, which is a solid investment grade. Flesh with cash. | 2009-07-21 | |
| BUY | 19.610 | Michael Decter | Brookfield Asset Management (BAM.A-T) versus Brookfield Properties (BPO-T)? Likes both of them a lot. Owns more of Brookfield Asset Management and loves their hydroelectric generating assets. Brookfield Properties has a terrific balance sheet. They are really positioned to go in and be vulture investors and by some big valuable distressed properties at good prices. | 2009-06-15 | |
| BUY on WEAKNESS | 19.640 | Benj Gallander | Longer term, you could do well on this one. He would like to buy in at under $15. Likes that they have a dividend. Balance sheet is still a little weighted towards debt but believe they are in the process of selling $850 million. | 2009-06-12 | |
| TOP PICK | 20.230 | Mark Carpani | 8.95% bonds maturing 6/6/14. They have power generation infrastructure as well as real estate. Solid management. Good track record. Good cash flow. | 2009-06-02 | |
| HOLD | 20.650 | Steve Carlin | (Market Call Minute.) Stock is trading right at NAV. | 2009-05-12 | |
| BUY | 17.720 | Paul Harris, CFA | Good way of playing in the real estate market. They own a little over 50% of Brookfield Properties (BPO-T). Very good core assets in high cash generating businesses. Very astute acquirers with about $4.5 billion in available buying power. Smart operators. | 2009-03-26 | |
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| TOP PICK | 17.300 | Michael Decter | They own a lot of hydroelectric power generation. Facilities last 100 years. Lots of access to credit, conservative balance sheet. Biggest risk is that they buy the wrong thing. They are not fully invested at this point. Likes the dividend. | 2009-03-24 | |
| PAST TOP PICK | 15.930 | David Driscoll | (A Top Pick March 17/08. Down 36.1%.) Preferred “M”s. Par value of $25 and a coupon of 4.75%. Has been buying more because of a pre-tax return of 13.25% and Government’s are 2.7%. | 2009-03-20 | |
| HOLD | 17.480 | John Zechner | (Market Call Minute.) Valuation is interesting but doesn't think commercial/office real estate would be at the top of his list right now. | 2009-03-16 | |
| SELL | 15.100 | Brendan Caldwell | (Market Call Minute.) Doesn't see real estate turning around for a protracted period of time. | 2009-03-05 | |
| Comment | 18.080 | Paul Gardner, CFA | Preferreds? Own part of Brookfield Properties (BPO-T) but also an active manager and own utilities, asset management and financials. Prefers common stock for the recovery. Well capitalized with great management. Great long-term assets. When the dust settles, they will be a player in consolidation and take advantage because they have liquidity. | 2009-02-19 | |
| BUY | 19.880 | Ken McCord | Really likes where this is right now. Got rid of a lot of their economically sensitive names. Focused more now on asset management of real estate and infrastructure products. Have about $4 or $5 billion in their war chest to start spending on distressed real estate and infrastructure projects. | 2009-01-29 | |
| TOP PICK | 19.880 | Paul Harris, CFA | Very well run. They do incredibly well in times like this. Have about $4 billion in cash and bank lines. Have some great assets that they can add to. Smart operators on the restructuring side. | 2009-01-29 | |
| BUY | 21.560 | Beth Hamilton-Keen | Has suffered during the economic downturn. Likes them for the long-term. Should be able to sustain through the recession and weather the volatility. Strong balance sheet. | 2009-01-09 | |
| Comment | 19.270 | Michael Sprung | Commercial exposure in the US. People are focused now on what will happen to commercial real estate, leases, etc. in the next year. Well-managed company and will likely pull through in the long-term. | 2008-12-19 | |
| PAST TOP PICK | 17.460 | Bill MacLachlan | (A Top Pick May 30/08. Down 49%.) Their exposure to the US high-end office market took the stock down. Very high quality assets. Consider tax loss selling. | 2008-12-11 | |
| Comment | 17.060 | David Baskin | Preferreds. Some are north of 10%. Strong, well-managed company. Huge landlord and people, in New York in particular, are going bankrupt and losing their jobs. Preferreds all over the board are trading at monstrous yields. Look at the company’s report (on the Internet) to see the date they can redeem shares. | 2008-12-02 | |
| PAST TOP PICK | 22.760 | Bill MacLachlan | (A Top Pick May 30/08. Down 37 %.) Has performed pretty much in line with the market. Has been hit because of their exposure to real estate, especially high-end office real estate in New York. A lot of diversification. Well-managed. Likely to have a year or 2 of relative weakness. Good Buy. | 2008-10-23 | |
| PAST TOP PICK | 27.840 | Michael Decter | (A Top Pick Nov 12/07. Down 13%.) Sold his holdings, but still likes the company. Starting to buy some assets at bargain rates. Expects considerable upside at some point. Hold. | 2008-09-23 | |
| PAST TOP PICK | 33.910 | David Baskin | (A Top Pick Aug 23/07. Up 4.3 %.) Sold off sharply, partly because of real estate and partly because of the credit crisis. They have an excellent set of assets and top-notch managers. History of increased dividends. Excellent entry price. | 2008-09-02 | |
| Comment | 33.820 | Gordon Higgins, CA, MBA | Transformed themselves into more of an asset management. They take base assets with stable cash flow. Find partners and collect a fee while putting in some of their own money. Great long-term story. More fully valued near-term. It may be under a bit of a cloud for a while. | 2008-08-08 | |
| Comment | 31.700 | Bill MacLachlan | Still has to get out from under its office problems. It will be some time before that real estate arm picks up. | 2008-07-17 | |
| TOP PICK | 36.500 | Bill MacLachlan | Very successful in building top-notch portfolio of office properties. Asset management business has tremendous growth potential. They are also one of the largest independent hydro generators in Canada. Energy, Infrastructure and cash flow play here. | 2008-05-30 | |
| BUY | 34.870 | Pierre Bernard | Trading at 40X forward earnings and 3.3X price to book. Price/earnings on this type of company is not as important as others because it is a portfolio of activities. The company has done great things. A core holding you should have in your portfolio. 1.5% dividend yield. | 2008-05-21 | |
| TOP PICK | 34.350 | Paul Thornton | His segue into industrial/commercial real estate in general. Not a pure play of a REIT but a company that continues to do good business and were involved in a takeover during a credit crunch starting last year so the stock has come off quite a bit. Expect it will start to come back when credit starts to loosen up. | 2008-05-07 | |
| Comment | 29.870 | David Driscoll | Common stocks or preferred shares? Depends on whether you are looking for growth or income. Preferreds give you yields of about 6%. The dividend tax credit of about 40% (Ont) gives a pre-tax yield of about 8.4%. On the stock side you are taking a longer-term view of the overall management Corporation. If you think there is a turn coming, it can offer you a much greater capital appreciation. | 2008-04-23 | |
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| BUY | 29.430 | David Baskin | (Market Call Minute.) Very inexpensive stock. A lot of moving parts but very smart management. | 2008-04-22 |
