| | |
| 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 | |
Experts that have talked about Brookfield Asset Management Inc.
Rss Top Picks Feed