stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Brookfield Asset Management (A) Stock Symbol: BAM.A-T

Last Price Recorded: $65.1800 on 2015-01-29

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2015-01-29 TOP PICK Ben Cheng

This is where all their top managers own their equity in the portfolio.


Price:
$65.180
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-26 BUY David Burrows

This is the largest position in his portfolios. A collection of very strong cash flow generating assets. We are in a world where return is hard to come by. They are getting great returns in their underlying units, and there is great demand for distribution paying entities. There is a very strong demand for management with hard assets. This is a great, long term hold.


Price:
$64.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-13 BUY Paul Taylor

Likes the quality of their real estate assets, the geographic breadth along with the size of projects that they are involved in. Has good, intermediate term growth potential, and is a name that attracts meaningful institutional interests. (Almost a Top Pick.)


Price:
$62.710
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-12 TOP PICK Barry Schwartz

He wants to invest with the smartest guys on Bay Street, and that’s who these people are. They are predicting that in the next 10 years they will triple their NAV, by getting more real assets and more fee bearing capital. Dividend yield of 1.25%.


Price:
$61.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-31 BUY Paul Harris, CFA

Stock vs. Stock.  BAM.A-T vs. BIP.UN-T.  BAM has good organic growth and a nice dividend yield.  They are very good at understanding the assets they own and knowing when BYthose assets are fully valued.


Price:
$58.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-12-17 BUY David Baskin

Among the smartest management team out there, particularly in Canada. They have a whole variety of assets in real estate, infrastructure, railroads and energy. They also manage a lot of money in funds, in which they get paid a straight up fee plus an override on profits. As those funds build up and get to the tens of billions of dollars, that amounts to an enormous cash flow, which are not assets at risk, just free money at being very good at what they do. Should be a core holding for most Canadians.


Price:
$56.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-26 TOP PICK Greg Newman

Likes this one 1 year out and for the next 5 years. Sees about 21% rising AFFO growth over the next couple of years from rising institution allocations to real assets, US economic momentum where they have 62% of their business and its robust asset management business with significant fundraising momentum. This is a bit of a call on rates staying low for longer. Yield of 1.28%.


Price:
$56.220
Subject:
CANADIAN LARGE & HEDGING
Bias:
CAUTIOUS
Owned:
Yes
2014-11-25 STRONG BUY David Burrows

A highly predictable company with wonderful underlying assets. Have lots of different types of assets that they manage. It is fee revenue that they generate. Have a great history of continuing to build assets. About 40% of their business is in the US, 20% in Canada and 20% in Australia. There is great visibility in the fee revenue they generate. Management has a great record of allocating capital. This could be a core position in almost any portfolio.


Price:
$56.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-20 TOP PICK Hank Cunningham

3.95% bonds maturing Apr 9/19. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.


Price:
$55.340
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 PARTIAL SELL Paul Gardner, CFA

It went up so far so fast so if you are over exposed it is a good time to take a little profits.  However, it should remain a core position.  They are good financial engineers.  They find acquisitions that really drop to the bottom line.  It is a proxy for the global economy and it is not a bad time to sell some into the coming Christmas rally.


Price:
$56.380
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-10 DON'T BUY Joey Mack

Brascan Jan 14, 2035 Bonds. Now ‘Brookfield’ and a solid ‘A’ rating, but you probably don’t want to own this long a bond.  


Price:
$57.220
Subject:
FIXED INCOME
Bias:
Bullish on Fixed Income
Owned:
Unknown
2014-10-28 TOP PICK Mike S. Newton, CIM FCSI

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.


Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-24 BUY James Telfser

Sold off from its highs of $55. An interesting play that he likes. You are getting real estate, infrastructure, utilities and into the asset management side of their business. Very defensive type business model.


Price:
$52.760
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-20 BUY David Baskin

He has owned it forever, one of the best managed large companies in Canada.  Smart acquisitions of assets and a top notch group.  These guys are constantly building wealth.  If he was a pension fund manager, he would put his money with them for 10 or 15 years.  This is for steady, solid appreciation over time.  He likes the parent also.


Price:
$51.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-03 WATCH Bruce Campbell (1)

Has done relatively well lately.  A nice diversified holding.  Bit of real estate, timber, all kinds of things.  Nice long term track record.  He would want to buy it at $47


Price:
$50.490
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 245 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.