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

Last Price Recorded: $56.9100 on 2014-12-20

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Date Signal Expert Opinion Price
2014-12-17 BUY David Baskin

Among the smartest management team out there, particularly in Canada. They have a whole variety of assets in real estate, infrastructure, railroads and energy. They also manage a lot of money in funds, in which they get paid a straight up fee plus an override on profits. As those funds build up and get to the tens of billions of dollars, that amounts to an enormous cash flow, which are not assets at risk, just free money at being very good at what they do. Should be a core holding for most Canadians.


Price:
$56.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-26 TOP PICK Greg Newman

Likes this one 1 year out and for the next 5 years. Sees about 21% rising AFFO growth over the next couple of years from rising institution allocations to real assets, US economic momentum where they have 62% of their business and its robust asset management business with significant fundraising momentum. This is a bit of a call on rates staying low for longer. Yield of 1.28%.


Price:
$56.220
Subject:
CANADIAN LARGE & HEDGING
Bias:
CAUTIOUS
Owned:
Yes
2014-11-25 STRONG BUY David Burrows

A highly predictable company with wonderful underlying assets. Have lots of different types of assets that they manage. It is fee revenue that they generate. Have a great history of continuing to build assets. About 40% of their business is in the US, 20% in Canada and 20% in Australia. There is great visibility in the fee revenue they generate. Management has a great record of allocating capital. This could be a core position in almost any portfolio.


Price:
$56.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-20 TOP PICK Hank Cunningham

3.95% bonds maturing Apr 9/19. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.


Price:
$55.340
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 PARTIAL SELL Paul Gardner, CFA

It went up so far so fast so if you are over exposed it is a good time to take a little profits.  However, it should remain a core position.  They are good financial engineers.  They find acquisitions that really drop to the bottom line.  It is a proxy for the global economy and it is not a bad time to sell some into the coming Christmas rally.


Price:
$56.380
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-10 DON'T BUY Joey Mack

Brascan Jan 14, 2035 Bonds. Now ‘Brookfield’ and a solid ‘A’ rating, but you probably don’t want to own this long a bond.  


Price:
$57.220
Subject:
FIXED INCOME
Bias:
Bullish on Fixed Income
Owned:
Unknown
2014-10-28 TOP PICK Mike S. Newton, CIM FCSI

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.


Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-24 BUY James Telfser

Sold off from its highs of $55. An interesting play that he likes. You are getting real estate, infrastructure, utilities and into the asset management side of their business. Very defensive type business model.


Price:
$52.760
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-20 BUY David Baskin

He has owned it forever, one of the best managed large companies in Canada.  Smart acquisitions of assets and a top notch group.  These guys are constantly building wealth.  If he was a pension fund manager, he would put his money with them for 10 or 15 years.  This is for steady, solid appreciation over time.  He likes the parent also.


Price:
$51.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-03 WATCH Bruce Campbell (1)

Has done relatively well lately.  A nice diversified holding.  Bit of real estate, timber, all kinds of things.  Nice long term track record.  He would want to buy it at $47


Price:
$50.490
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-01 BUY on WEAKNESS Don Vialoux

He does not know seasonality on this one.  Technicals look good.  It has a long term upward trend that is still intact.  Below its 20 day moving average, but don’t be concerned.  Strong compared to the market.


Price:
$49.960
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2014-08-18 HOLD Larry Berman CFA, CMT, CTA

Does not see a risk for the next number of years.  We have recovered post-crisis.  As long as we stay above the $43 level, then the breakout is not false otherwise it is negative and is not a new trend.


Price:
$51.950
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-15 TOP PICK David Cockfield

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.


Price:
$51.730
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-13 BUY Mike S. Newton, CIM FCSI

This one is probably your 1st stop in the Brookfield names, but it might be a little bit priced to perfection. There is a possibility he might Buy this to replace one of his REIT names. You could also look at Brookfield Partners (BPY.UN-T), which has a strong yield.


Price:
$51.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-02 COMMENT David Cockfield

He is looking at the Brookfield Group. This one is an experienced package of companies. Just raised some money, so they could be looking for transactions and infrastructure stuff. Very large organization. If you are looking for a long-term growth stock, possibly some volatility, this looks like a pretty good bet.


Price:
$47.140
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
No
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