Viewing Company Brookfield Asset Management (A) | StockChase
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Compiling comments that experts make about stocks while on public TV.

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

Last Price Recorded: $47.6200 on 2017-02-24

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Date Signal Expert Opinion Price
2017-02-17 BUY Hap (Robert) Sneddon FCSI

He likes this business.  There is a loose base and you could call it a triangle.  Below there is a nice little support there.  It could come back to the trend line.  It is a really good name and they are good managers of assets.  He may buy this one.  Nice dividend and they run a really good business.


Price:
$48.910
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2017-02-16 STRONG BUY David Baskin

Management is absolutely top grade.  Their idea of raising capital in partnerships is absolutely brilliant.  The street has systematically undervalued them in terms of these partnerships.  It is trading less than NAV.  It also has a rising dividend.  It is a must own.


Price:
$48.550
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-02-15 COMMENT Colin Stewart

People are focused on their ability to continue to deploy very large amounts of capital globally. One of the premier alternative asset managers. Increasingly they are building a very, very successful asset management business. Because of the notoriety of their successful investment track record, they’ve been able to gather a lot of assets from pension funds and sovereign wealth funds around the globe. The management and performance fees they are earning are becoming a larger and larger piece of cash flow and have a lot of value. This will probably be a lot more valuable 10 years from now than it is today.


Price:
$48.690
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-15 COMMENT Brian Madden

Canada’s largest alternative asset manager. Operates in private equity, real estate, infrastructure and renewable energy, and has a large growing fee for services. They are basically in things that are not publicly traded, and are the best in the business at exploiting those inefficiencies.


Price:
$48.690
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-14 BUY David Burrows

A great business. In asset management, you get paid a fee to manage assets. If you a do a great job in buying them, then people will give you money to manage for them and they’ll pay you an ongoing fee. They’ve done a great job of building a diverse set of holdings, and have had very, very steady growth in cash flow. Technically, it has just broken out. He likes asset management. Prefers asset management in a developed market public equities today, as he thinks that is where things are going. However, this will be a very steady hold. This is a good time to be entering the stock.


Price:
$48.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-13 BUY Paul Harris, CFA

He sold recently because he preferred another opportunity, but there is nothing wrong with it.  When you buy them they own an interest in all the others.  It will trade at a discount to the NAV.  When they sell assets to the other division it is not clear how the pricing is determined.   He prefers this to the individual parts.


Price:
$48.160
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
No
2017-02-09 BUY Jim McGovern

One of his favourite financials. You are basically buying the top piece in the Brookfield Empire. They just reported a very, very good quarter. One reason he likes this is that it straddles a lot of different businesses, so you are not really buying a pure play type company nor a traditional financial asset manager, but more of a hybrid.


Price:
$48.300
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 BUY Michael Simpson, CFA

A global asset manager, primarily focusing on 3 main areas; real estate, renewable power and infrastructure. There was concern earlier in the year about a backup in rates. Heavily invested in hard assets globally. They look for countries or areas that are undervalued, or companies that have a little problem so that they can buy them at a cheaper price, fix it up and realize the value. They also give regularly annual dividend increases.


Price:
$46.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 COMMENT Don Vialoux

This starts its period of seasonal strength this week, and continues right through until the beginning of May each year. The chart shows this has been in a trading range for quite a period of time, with a slight upward trend. Once it breaks above the resistance level, then you can expect the stock to take another move on the upside.


Price:
$46.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
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
Showing 1 to 15 of 379 entries
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