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: 46.5200 on 2014-04-17 01:14:31

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-04-08 COMMENT Brian Huen

Great company with extremely smart and sound managers of assets. The management team is very much in line with the investor because they are the biggest shareholder. Have been working very hard on expanding their international presence, particularly on the real estate side. Aggressively pursuing opportunities in India and doing very, very well. Within the company, there are lots of moving parts and minority stakes that he thinks they are working to clean up. Would be a very strong holding for someone who likes real estate.


Price:
$45.350
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2014-04-08 BUY David Cockfield

A multifaceted company. The mergers of the property companies has encouraged him to look at it even closer. This is a $175 billion company. It’s not only into properties, its biggest asset, but is into properties globally. Owns prime properties all over major financial centers. If you want a broad diversification and good potential growth, this is a good company.


Price:
$45.350
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-03-27 BUY Barry Schwartz

He pretty well buys this for all his clients as they walk through the door, depending on the price. Has moved up closer to its NAV, so the opportunity to have huge gains going forward is limited. They continue to do all the right things. What he really likes is their financial management business. They have huge funds and are able to make a nice management fee and charge. Incredibly smart management.


Price:
$43.960
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-26 BUY Paul Harris, CFA

Great long-term hold. Very good managers of their business and they understand the business. A holding company and have done a very good job of narrowing the discount. What some people don’t like is that they have done a little bit of financial engineering, so you have to believe that they are doing it fairly. Some great organic growth in the areas they are talking about, whether on the property side or the infrastructure side. Thinks there is going to be a lot of growth in infrastructure business and they will be able to buy some really great assets, especially as governments need to sell off a lot of assets.


Price:
$44.180
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-02-24 DON'T BUY Joey Mack

Preferred Series D. Cautious of straight perpetual issues because we have a rising rate environment.  Prefers some National Bank preferreds.


Price:
$45.070
Subject:
FIXED INCOME
Bias:
CAUTIOUS on BONDS
Owned:
Unknown
2014-02-21 TOP PICK Colin Stewart

Owns a lot of real estate on their own balance sheet, but had great success raising money from pension funds, which earns fees.


Price:
$44.520
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Yes
2014-01-22 BUY Brian Huen

Great company.  Run by extremely good people.  They believe in what they are selling and are the largest shareholder in their own company.  They are focused now outside of Canada. 


Price:
$41.900
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH US ECONOMY
Owned:
Unknown
2014-01-20 PAST TOP PICK Paul Harris, CFA

(A Top Pick Dec 27/12. Up 21.65%.) During this time, it spun out Property Partners and he sold his Property Partners. Still likes the assets. Good management. There is a lot of opportunity in the infrastructure space and they are one of the biggest players.


Price:
$41.860
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-01-17 TOP PICK Derek Warren

With one stock, you are able to get exposure to a fantastic portfolio of global real estate, which he feels is an advantage. You are also getting other industries that are connected to global economic growth. Fantastic management team that charges fees to manage these assets. More and more pension plans and more and more clients are looking to them as they continue to do excellent deals. Their asset business will continue to rise.


Price:
$41.560
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2014-01-16 BUY on WEAKNESS Greg Newman

A good play on real assets, real estate, power, infrastructure. Feels shares are trading at a 10% discount to NAV for 2015. Also, feels you are going to see 15% funds from operations (FFO) share growth from now through 2015. Would buy this one on a little bit of a pull back.


Price:
$41.370
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2013-12-27 PAST TOP PICK Paul Harris, CFA

(A Top Pick Dec 27/12. Up 19.23%.) Spun off Brookfield Property Partners on April 15/13, which he sold.


Price:
$41.080
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-12-17 BUY Derek Warren

(Market Call Minute) Diversified across global economy.


Price:
$39.600
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Unknown
2013-12-12 HOLD David Cockfield

Recently there was a move to consolidate parts of their business. Everything he sees so far, he likes. He’ll probably pay more attention to this one in the new year. Good spread of assets. Thinks the environment will be favouring this kind of company as things settle down into more normal financial markets.


Price:
$39.810
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-26 BUY Todd Johnson

Core holding.  Likes the management.  Own some of the best towers in North America as well as South America.  Focused on growing cash flow 15% over the long term.  Fairly leveraged debt but turned out to cash flows.  Smart operators.  Stock is not inexpensive but over the long term you get a dividend stream, and although small, it will grow.


Price:
$40.900
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-11-19 HOLD Zachary Curry

He likes the parent because ultimately all monies flow up. A diversified financial, so it is not a bank and they have a bit of the office side of real estate in their structure. Provide good diversification, especially in Canada, to the banks. Good yield. Cash flow is positive.


Price:
$41.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 219 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.