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

Last Price Recorded: $43.6400 on 2015-07-02

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Date Signal Expert Opinion Price
2015-06-30 COMMENT Michael Smedley

This is one of Canada’s greatest, along with several of the Brookfield names. It is all about management, execution and the ability to raise giant funds. Have a huge standing in the world at large.


Price:
$43.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-23 BUY Derek Warren

His largest holding.  You are letting them decide how to invest your money in real estate and they are very good at that.  They have always been able to take advantage of other peoples terrible situations.


Price:
$44.450
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-15 BUY Barry Schwartz

This has come off a little. They did an equity issue a couple of months ago, which was not well received. Trading slightly higher than what he thinks NAV is, but they have a great collection of assets. You can add to this on any meaningful pullback, like now.


Price:
$43.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-10 BUY Hap (Robert) Sneddon FCSI

Sold half his position at just under $50. This company is in a really good space. Good management team and a good alternative to the pure mutual fund plays. You could add to this anytime right now.


Price:
$43.480
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 COMMENT Christine Poole

If you want to buy the Brookfield group, she would buy this one because that is where all the senior management hold stock, and they own about 20% of the company. It’s on her Watch list. This is probably an attractive entry point.


Price:
$43.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 COMMENT John O'Connell, CFA

He likes the diversified platform. This is really a money management company with a bunch of drop down subsidiaries in Brookfield Infrastructure Partners (BIP.UN-T). Yields just under 5%. There may be some movement out of Brookfield Asset Management into Brookfield Infrastructure Partners. Thinks there is a bit of rotation out of financials. You could also look at Element Financial (EFN-T).


Price:
$43.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-08 BUY on WEAKNESS Michael Sprung

This has to be one of the better run of the asset management companies. The Brookfield group as a whole has raised a lot of capital within the last couple of months. Feels they are beginning to see potential acquisitions that are quite attractive. Have always being good Buyers. He wouldn’t discount them. They look a little expensive on a multiple basis. If he saw the stock go under $40, he would be a buyer.


Price:
$42.400
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-06-04 DON'T BUY David Burrows

It is not so economically sensitive.  He would prefer something in capital markets.  It looks okay, otherwise.  It is a great company, but it won’t be one of the strongest performers although it will be predictable.


Price:
$43.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2015-06-04 COMMENT Mike S. Newton, CIM FCSI

One of the best capital allocators that you can find globally. Their asset management fee growth has grown significantly over the last couple of years. They come to the market quite frequently, which causes a lot of grief. He has chosen to just go to the parent company. Any pullback has been positive and is happy to buy any time on a pullback.


Price:
$43.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2015-06-03 COMMENT Gavin Graham

This has lots of moving parts and you own the shares in the underlying subsidiaries. If you are not comfortable with the way this company goes about using the valuation or realizing capital gains, it is probably not one you want to be involved with. This is one of his recommendations.


Price:
$43.980
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-06-01 COMMENT Larry Berman CFA, CMT, CTA

He thinks the FED will try to raise rates, but the economy will slow in response at least to a second interest rate hike.  He believes they will essentially stay near zero.  He thinks it will be like the taper tantrum.  This stock is starting to react the same way right now as it did in 2013. 


Price:
$44.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-06-01 COMMENT Bruce Campbell (1)

Compared to Bell Canada (BCE-T)? When interest rates rise, this will be as affected as Bell. Telecom stocks are low growth, mostly for the dividend. BCE has done a really good job the last few years. However,  this company is very much more diversified. Has pulled back recently and is as attractive as it has looked for quite a while. The combination is little growthier and a little less interest rate related.


Price:
$44.380
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-05-28 BUY Paul Harris, CFA

He likes it.  It is incredibly well run and understands the businesses they are in.  This has been a great story and the infrastructure space is an incredible space.  They are very good at understanding when assets are cheap and selling them well.  They can do well over a long period of time.


Price:
$44.690
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2015-05-15 BUY Derek Warren

He is a great fan of this. The one interesting thing about the asset management business is that it is less interest rate sensitive. As interest rates go up, this has an opportunity to outperform the REITs. This is his largest holding. On a dip like this, it is an opportunity to accumulate.


Price:
$43.920
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-14 HOLD Allan Meyer

It is a wonderful company.  There are no problems with the operations.  They have some of the smartest people working there.  Recent declines were based on problems in Brazil.  He would not get scared out of it.  He prefers OCX-T.  And he holds the infrastructure company of Brookfield. 


Price:
$43.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 280 entries
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