Viewing Company Brookfield Asset Management (A) | StockChase
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Brookfield Asset Management (A) Stock Symbol: BAM.A-T

Last Price Recorded: $46.0100 on 2016-09-23

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Date Signal Expert Opinion Price
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
2016-09-16 COMMENT William Chin

The chart looks pretty good. It is building a “cup and handle” formation, and looks like it is trying to retest the highs. The price is definitely resilient, and buyers are stepping up. The only caution he would make is to check the valuation. Dividend yield of 1.6%.


Price:
$43.390
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-09-13 COMMENT Christine Poole

A very well-run company. It has exposure to private equity, infrastructure with different subsidiaries. The stock has done very well long-term and it is a great long-term hold. Also, management owns about 15%-20%. 1.5% dividend yield.


Price:
$42.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 PAST TOP PICK Barry Schwartz

(A Top Pick Sept 3/15. Up 10.03%.) This is doing all the right things. They are managing $250 billion for other people, and a lot of that will be fee earning. Trading at 36X earnings, but earnings may or may not matter for this company as there are a lot of moving parts. Feels the price is reasonable for such a quality company.


Price:
$44.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-22 BUY John Kim

(Market Call Minute.) A cheaper way to get exposure to both real estate and renewable energy.


Price:
$44.640
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-18 TOP PICK Michael Simpson, CFA

Global asset manager.  They manage hard assets such as real estate or power infrastructure assets.  They have a number of subsidiaries in South America.  All those fees flow back up to this company.  8% cash flow yield.  The dividend will grow over time.  12-15% ROI targeted in aquisitions. 


Price:
$44.050
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-08-16 COMMENT Christine Poole

Better on the US side or the Cdn side in an RRSP? It shouldn’t matter, because in the end it is just a call on the currency. They should trade, currency adjusted, at the same value. This is a great company to own. Very well-managed. Of that whole Brookfield group, this is the one that you should own.


Price:
$44.810
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-12 COMMENT David Cockfield

A huge asset management company. They are across the world and have various sub funds that are quite attractive at various points in time. Looks at this as an almost “trading” situation. Right now he sees it going sideways. One of the problems is that you are dealing with a company where you are never sure what they are going to do next. Very smart management and have been very successful. When he thinks it is cheap, he will step into it.


Price:
$45.440
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
No
2016-08-11 DON'T BUY Ross Healy

It is not particularly cheap at the present time.  The market doesn’t really understand most of what they do.  The stock has been holding up, 1.5 times book value, but earnings have not kept up with the stock price.  He does not see the value in this company.  1.3% dividend.


Price:
$45.840
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-07-28 TOP PICK Andy Nasr

Exposure to several downstream entities.  Good exposure to inflation protected cash flows.  The fee income from their assets is increasing.  This should cause the stock to get re-rated and move higher.  There is significant upside in the next 12 months.


Price:
$45.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 BUY Ben Cheng

(Market Call Minute) They continue to be very good value players and good financial structurers.


Price:
$45.720
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Unknown
2016-07-07 BUY David Baskin

If you don’t own, any point is a good entry point because it is a “must own” company for Canadian investors. The smartest management group of any Canadian public company, and has the most interesting prospects going forward.


Price:
$43.310
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-06 BUY John O'Connell, CFA

This is the one that collects all the fees, and as a general rule, you should follow the money. They just spun off their private equity division, Brookfield Business Partners (BBU-T) which is something he would add a little of.


Price:
$43.750
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-24 BUY Barry Schwartz

One of his biggest holdings and he is happily buying it. It has exposure to the UK and Europe, but doesn’t think there is going to be any impact to its business operations. The smartest investors he knows and will probably use their beautiful balance sheet to make wonderful acquisitions going forward.


Price:
$42.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 BUY Zachary Curry

A very complicated structure with this as the main portion and all the offshoots down below. His view is that money will always flow to the top. They have raised a lot of money. Their operators have been in place for a long time. Very good at what they do. For the long-term, you could certainly own this.


Price:
$44.140
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
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