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

Last Price Recorded: $42.3400 on 2015-08-29

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Date Signal Expert Opinion Price
2015-08-27 HOLD Stan Wong

He continues to like this company. One of the best management teams out there. Pays a decent dividend of 1.5%, which is probably going to grow by 5%-6% on a yearly basis. There is growth through its real estate and its different operations.


Price:
$42.210
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-18 BUY John Stephenson

When looking at this, you have to think of best in class. Infrastructure is a space that is longer duration in terms of a return profile. It should be a core holding for most Canadians. A tremendous franchise. You can tuck this one away and come back to it many years down the road and you will be thankful you bought it.


Price:
$45.100
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2015-07-31 PAST TOP PICK David Cockfield

(A Top Pick Aug 12/14. Up 36.04%.) He likes the whole Brookfield group and the way they operate. This is one way you can put money outside of Canada, as a good amount of their assets are outside of Canada.


Price:
$45.660
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-30 BUY Zachary Curry

If you are a long-term investor, this has pulled back far enough. They have lots of things going on. Raised a good amount of equity they can deploy. Have holdings in their various infrastructure products office side of things. All of their money flows up to the top. A good deal of their assets, just shy of 50%, are fee generating.


Price:
$45.080
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 BUY on WEAKNESS Michael Sprung

This is worth a bit of a premium. A very well managed company. Have very effectively raised money time and time again to deploy in large infrastructure projects. Has a small position. If the price were to come off another 5%-10%, he would be buying more.


Price:
$45.320
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-28 COMMENT Jim Huang

Smart management team. Proven executors. This is why they get a premium valuation. Not a cheap stock, but if you believe management will continue to discover opportunities to increase fee revenues going forward, it’s a good long term hold.


Price:
$44.580
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-24 BUY Jeff Young

A little while ago this got a little expensive for him, so he cut back his position. This is exposed to the right things. Have a lot of assets outside of Canada and has some infrastructure assets. Excellent management. A good, long term company.


Price:
$45.290
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-21 COMMENT Barry Schwartz

He looks for companies that have trustworthy and honest management and who have a lot of stake in the game. Also, looking for companies that have the ability to have a lot of capital reinvestment opportunities. He looks for companies that he can own and continue to buy at reasonable valuations. All of these criteria fit this company. Believes the sum of the parts is worth more than what the stock price is trading at and that the addressable market for the company is going to continue to grow, as more people and institutions are looking for quality infrastructure assets, especially in a very low interest rate environment. They work best in dislocated markets and there are a lot out there, such as Europe and Brazil.


Price:
$46.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-17 COMMENT Brendan Caldwell

Which Brookfield entities are buys? His favourite is probably Brookfield Asset Management. Good property portfolio in the US and he is bullish on US real estate. (See Top Picks.)


Price:
$46.980
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
No
2015-07-13 BUY on WEAKNESS Rick Stuchberry

A really well managed company. If you can get this when it is off, it is a very good company. Good management team.


Price:
$45.550
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-06-30 COMMENT Michael Smedley

This is one of Canada’s greatest, along with several of the Brookfield names. It is all about management, execution and the ability to raise giant funds. Have a huge standing in the world at large.


Price:
$43.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-23 BUY Derek Warren

His largest holding.  You are letting them decide how to invest your money in real estate and they are very good at that.  They have always been able to take advantage of other peoples terrible situations.


Price:
$44.450
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-15 BUY Barry Schwartz

This has come off a little. They did an equity issue a couple of months ago, which was not well received. Trading slightly higher than what he thinks NAV is, but they have a great collection of assets. You can add to this on any meaningful pullback, like now.


Price:
$43.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-10 BUY Hap (Robert) Sneddon FCSI

Sold half his position at just under $50. This company is in a really good space. Good management team and a good alternative to the pure mutual fund plays. You could add to this anytime right now.


Price:
$43.480
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 COMMENT Christine Poole

If you want to buy the Brookfield group, she would buy this one because that is where all the senior management hold stock, and they own about 20% of the company. It’s on her Watch list. This is probably an attractive entry point.


Price:
$43.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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