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| TOP PICK | 30.200 | Hank Cunningham | 5.29% bond maturing April 25/17. This is an undervalued credit so bond yield is more that the underlying government of Canada bond yield. | 2012-01-30 | |
| BUY | 33.100 | Gavin Graham | Interesting conglomerate with property, hydro, utilities and forestry and yet sells at a big discount to its NAV. | 2011-05-20 | |
| BUY | 31.500 | Paul Harris, CFA | Really likes it. They did a very good job of buying assets at the right time. Have been able to monetize assets over a period of time and sell them off. Over a period of time you see it move sideways for a while and then it jumps. | 2011-03-24 | |
| STRONG BUY | 33.020 | David Burrows | A great business – a play on the interest on investing in assets, largely hard assets. A very diverse portfolio of high-end assets. There is lots of institutional money interested in investing in these assets. Power generation business is interesting. Commercial properties are great assets. A big position for him. | 2011-01-25 | |
| BUY | 20.290 | Dean Smith | 2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over. | 2009-08-12 | |
| BUY | 20.640 | David Schaffner | Bonds maturing 2017. Price of these bonds has gone from 100 cents on the dollar to about $.87. If an experienced investor with a long time horizon, these could be looked at. Company has a lot of high-quality assets so can raise a lot of money by selling some of these. Assets throw off pretty stable cash flows for the long-term. | 2009-08-04 | |
| BUY | 17.910 | Paul Gardner, CFA | Preferred shares. (He owns the common.) Great company and well capitalized. Diversified into power generation, asset management and real estate. Now that we are rallying, preferreds have somewhat lagged so it is not a bad time to buy these. When the economy turns around these underlying securities will do better. | 2009-06-08 | |
| BUY | 26.880 | Marty Whitman | The recent weakness is a buying opportunity. Wonderfully managed. Well financed. Selling at a substantial discount from ascertainable net asset value. | 2008-09-16 | |
| WAIT | 35.200 | John O'Connell, CFA | Has come off under quite a bit of pressure recently. Something like a leveraged buyout company. Very disciplined in their investments. Have some good infrastructure plays. In the short term, it could be under more pressure. | 2007-08-27 | |
| DON'T BUY | 35.690 | Brian Acker, CA | His model price has been under the stock price for quite some time. Current model price is $22, a 41% negative differential. Also it does not qualify for his portfolio because of the weakness of its balance sheet. | 2007-07-27 | |
| DON'T BUY | 38.470 | Charles Lannon | Moving out of forestry and into infrastructure. He isn't going into it because it's a Canadian stock, in that pension plans only have a few things they can go into, and this stock is getting bumps because the market is small. Not a particularly compelling values at this point. However management is very strong, and he wouldn't advise not to buy, but he says that he has recommendations that are better. | 2007-06-07 | |
| SELL | 38.470 | Brian Acker, CA | Is very expensive right now. -37% differential. | 2007-06-07 | |
| HOLD | 62.330 | Don Vialoux | Has just reached it's all time high. Considered to be a financial service stock. Period of season strength until the end of May. Strong Hold. | 2007-05-05 | |
| BUY | 44.620 | David Burrows | Really interesting company because it is really a cash-flow generating machine. Large investors are moving money towards assets that are generating a lot of cash. Will likely continue to be favourable. | 2006-08-23 | |
| HOLD | 43.010 | Jonathen Wellum, B. Comm, B. Sc | Exceptionally well run. The hydroelectric side of the business is well positioned for many years to come. A lot of free cash flow. If it dropped 5/10% or grew into its valuation he would consider adding to it. | 2006-08-17 | |
| BUY on WEAKNESS | 54.000 | Michael Sprung | Has disposed of a lot of resource assets and concentrated a lot more in real estate. Current management does a tremendous job. Would look to buy on any 10/15% pullback. | 2006-03-23 |
