Viewing Company Brookfield Asset Management (A) | StockChase
stockchase picture

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

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

Last Price Recorded: $45.0200 on 2017-01-18

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-01-18 PAST TOP PICK Greg Newman

(A Top Pick Jan 21/16. Up 15.95%.) Still models really good growth for them at 16% over the next couple of years. You can own a little bit of this, but it is not going to do the heavy lifting, and there will be sector rotation out of it.


Price:
$45.020
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-16 COMMENT Paul Harris, CFA

A holding company for many other Brookfield holdings, including real estate. A really well run company. They’ve really narrowed NAV, because it used to trade at a discount. They spin out stuff and you end up getting 1 or 2 shares. An asset management company, so they constantly buy assets. They look for undervalued assets, nurture them and grow them and then either spin them out or sell them. This is always going to trade at a discount to its NAV.


Price:
$44.530
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-09 BUY Daniel Lloyd

He sold in December due to rising interest rates.  It is a best in class management team.  There is really nothing NOT to like about it.  You will do very well with a long term outlook.


Price:
$43.560
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-01-05 COMMENT Douglas Kee

Not a huge yielder, but a steady grower of income. A great company. Good management team. They have their fingers in a lot of different places. The core business is managing assets, primarily for pension funds, superannuation funds, etc. They put their own money on the line, but they also manage money for other people.


Price:
$44.320
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2016-12-23 COMMENT Lorne Zeiler

This has been executing really well. It is one where a lot of pension fund endowments are focused. They are looking at things that are going to be able to pay them very consistent returns on long-term assets. They’ve done a great job in building up real estate in their infrastructure group. He expects there will be dividend growth, but they have been redeploying funds back into more mandates.


Price:
$44.620
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-12-12 PARTIAL BUY Kash Pashootan

Anything that has the Brookfield brand attached to it, has really done well. Management has executed, so there are no issues there. He likes the space, but has seen more volatility than usual with the stock. He would recommend taking a half position, because it is at the end of the volatility. Good yield and thinks it is safe.


Price:
$44.190
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2016-11-28 BUY John Stephenson

A great company, and should do well going forward, especially with higher growth coming out of the US. Super well-managed. A great collection of assets. This would be worthwhile participating in.


Price:
$45.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2016-11-22 COMMENT David Burrows

A wonderful company. Very, very strong in managing private assets. They have a really interesting product portfolio. In the very near term, it may be a little challenged given that people are moving to more cyclical portfolios. He thinks this is being seen as a source of cash in the short term. As a long-term holding, he thinks it does just fine. In the near term there might be better places for new money. Although he owns a small position, he wouldn’t be adding here and it might be used as a source of cash.


Price:
$45.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-11-21 DON'T BUY Larry Berman CFA, CMT, CTA

It would be important for us to get above the highs of the last few years.  It is probably capped for now and the risk is that we come back to support at the lows of the last couple of years.  He thinks there is a more material correction coming over the next year.


Price:
$45.070
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-10-27 WATCH Brooke Thackray

Technically you have had a long consolidation over the last year and a half.  If it takes out the highs then it is a positive sign.  It is a long base so the case is higher.   It is well set up. 


Price:
$46.610
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
SELECTIVE
Owned:
Unknown
2016-10-25 BUY Colin Stewart

You have to take a little longer-term view on this. It doesn’t look like the stock has done a whole lot in the last year, but over the last 10-15 years, it has been a huge compounder of capital and has created a lot of wealth, not only for the partners, but for many of the shareholders. They are in all the right businesses of real estate structure, private equity, power and have an excellent collection of assets. They also have a growing asset management business earning significant fees. It doesn’t pay a large dividend, but their goal is to really compound the NAV of the businesses they own over a long period of time.


Price:
$47.320
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-10-21 PAST TOP PICK Greg Newman

(A Top Pick Jan 21/16. Up 22.23%.) This had been trading below its five-year average, and he had modelled a high growth rate. He still models it growing at 24% each year over the next couple of years, on a strong institutional aspect for real assets, as an alternative to bonds. It is not cheap relative to its 5 year, and he would wait for a pullback before buying.


Price:
$47.640
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2016-10-19 COMMENT John Stephenson

He prefers the parent in this group because you are getting all the fee income and the world class management. Also, you are not as likely to get pigeonholed into a sector or area where there might be short term problems. Overall they are all good, but the management would be his choice.


Price:
$47.350
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-03 BUY Jim McGovern

Likes this name, for a whole lot of reasons, but strategically he just wants to be invested at the top of the chain. There are a lot of moving parts. The company has done tremendous things with their portfolio.


Price:
$46.400
Subject:
NORTH AMERICAN - LARGE, ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2016-09-21 COMMENT Nick Majendie

Extremely well-run. They have something like $90 billion under management, aside from the 3 major subsidiaries/partnerships. One of the smartest management in the country. If looking for growth over time, this is excellent. If looking for dividend growth, buy the subs.


Price:
$44.180
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 370 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.