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

Last Price Recorded: $67.7400 on 2015-04-01

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Date Signal Expert Opinion Price
2015-03-26 WATCH Jeff Young

Likes it for the longer term.  Might be susceptible to a market pullback.  They are looking at more investment in Brazil and Europe.  Don’t rush in at this point.


Price:
$66.490
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-16 BUY on WEAKNESS Andrew Hamlin

A top quality company that gives you global exposure in a number of areas.  They have growth in the business and if you are willing to pay for it, the growth is in it.  He has BIP.UN-T and BPY.UN-T.  They are all top quality management teams and do a good job of investing capital.


Price:
$68.200
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
No
2015-03-09 BUY on WEAKNESS Teal Linde

He started buying in the fall.  The stock has run up a lot.  He would wait for a pullback to buy more.  There has been a lot of insider selling.


Price:
$67.760
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2015-03-05 PARTIAL SELL Hap (Robert) Sneddon FCSI

They are really good at managing assets. It is a little toppy and, if he owned, he would consider paring off half, and let the other half run. He would wait for it to start to weaken to maybe $55 and then maybe Buy the next half on a new high.


Price:
$68.620
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 BUY on WEAKNESS Derek Warren

Although it has gone up very far and very fast, it is in line with what US REITs have done in Cdn$’s. Not cheap and is getting expensive. Feels it is fairly valued. At some time, in the next few months, there will be a pullback and that would be the time to jump in.


Price:
$67.610
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-02-24 BUY Barry Schwartz

Has held this for decades and he likes the story. Feels management is a bunch of brilliant people, and they are all focused on creating shareholder value because they are shareholders and owners themselves. In this low interest rate environment, pensions, endowments, etc. are looking for alternative assets to get access to, and one of the ways is to co-partner with this company. Raising lots of money to invest in distressed assets and in long life interest structure assets, and he thinks they are going to make a bunch of money. Just raised the dividend 6%.


Price:
$68.670
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-17 PAST TOP PICK Colin Stewart

(A Top Pick Feb 21/14. Up 54.82%.) Sold his holdings about 6 months ago, looking to reduce his overall market exposure. A very well-managed company. In asset management, infrastructure and real estate, which are the right asset classes. There is a lot of insider ownership. Not a cheap stock, but have done a phenomenal job of growing their NAV over time. If the market sold off and this stock sold off with it, he would be looking to Buy back in again.


Price:
$67.960
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
No
2015-02-13 COMMENT Brendan Caldwell

This has a wonderful diversified portfolio of office space. His Value Momentum fund is very much about owning companies that are both doing well in the market and doing well with their results. This company has been very consistent in both.


Price:
$67.780
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-02-06 PARTIAL BUY Chris Hensen

A great company with a great management team. With names like this that have done really well, he’ll start off with a smaller position, and if the name sells off, he adds to it. If it does very well, then you just trim back.


Price:
$65.460
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 BUY Michael Smedley

The parent company of all of the Brookfields. This is a Buy as well as a long-term Hold.


Price:
$65.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
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
Showing 1 to 15 of 255 entries
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