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

Last Price Recorded: $44.5200 on 2015-05-26

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Date Signal Expert Opinion Price
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
2015-05-14 HOLD Jim Huang

You can think of this as a mini Berkshire Hathaway. Focused primarily on asset management, tangible assets and have done very well as far as growing shareholder value and being opportunistic in getting to the areas. Not an easy company to analyse. If you own, continue to stick with it as you will do well over the long-term.


Price:
$43.690
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-13 HOLD Michael Decter

Likes this. Doing a 3 for 2 stock split today. Has come off a little, but is nothing to be worried about. Any time a company is raising money, there are some arbitrators that will go Short. This is a very strong company with some very good businesses.


Price:
$43.320
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 BUY David Baskin

Hit an all-time high of around $70 about a month ago, so they did what managers do at that point and did a share issue. Did a great big one and priced at a discount to the then market price, and the market had to absorb all those shares. It is not at all surprising that the stock went down. These are tremendously smart managers. One of the things that is very difficult to value are the partnerships they manage, but he thinks they are undervalued. Because of this, he is still a buyer.


Price:
$65.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-07 HOLD Barry Schwartz

He loves companies that buy back stock.  But when it is at an all time high it is not a good idea to use it as currency.  He wishes they would not do deals without thinking about the consequences.  He believes you can park in it and forget it.  They have infrastructure and companies that have pricing power.


Price:
$64.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2015-05-01 HOLD Bruce Campbell (1)

Did a very, very large issue in the last week. Stock was near an all-time high at around $70 and they did it at $68.25. The stock has been underwater since, which surprises him. If it were to go down a little lower, he would be taking a look. Good company.


Price:
$65.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-30 HOLD Rick Stuchberry

They are a really well run group.  If they raise money they have a good idea of what they are going to do with the money.  It has been consistently good so stay in it.


Price:
$64.970
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
No
2015-04-29 BUY Jennifer Radman

They have a lot of good things going for them.  There are a lot of institutional clients diversifying away from equities and into the infrastructure space.  There are good opportunities to grow the book.  Keep a tight leash on it.


Price:
$66.170
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-28 COMMENT Michael Sprung

Extremely well-managed company. They did a $1 billion issue in the last week and are making a significant purchase of some properties in the US. Thinks the combination of new equity and their debt has caused the stock to pull back a little. People are waiting for more details on the acquisitions they are making. He has been looking at this.


Price:
$66.760
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-04-21 BUY David Burrows

This is a wonderful company. Have tremendous assets. He would Buy on this pullback.


Price:
$68.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-21 BUY John O'Connell, CFA

Had a pullback today, which he feels was because of a large $1 billion financing overnight to raise some capital. They made a $300 million commitment to invest in Brookfield Infrastructure (BIP-N). A well-run company.


Price:
$68.130
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
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
Showing 1 to 15 of 267 entries
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