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: $42.7400 on 2016-06-30

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Date Signal Expert Opinion Price
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
2016-06-20 COMMENT James Telfser

Had always thought of this as a high-quality stock and one that you always want to buy on the dips. Over the last few weeks, it went from being included in the financial sector and one of the main indices, but then got removed from a global REIT index, which created more flow out of the name.


Price:
$43.310
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-06-13 BUY John Stephenson

A great company. On this downturn, take the opportunity to buy more. Financials are under pressure which is not helping them. It will come back.


Price:
$43.810
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-08 BUY Mike S. Newton, CIM FCSI

Has a big holding in this. They have an incredible and expanding footprint, and considered by many to have a great management team.


Price:
$45.270
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-06-06 BUY Barry Schwartz

He is a long term investor.  If the stock goes down and he gets more cash, he will buy more.  He believes they will be generating a lot more cash flow in 5 years.


Price:
$45.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-06-02 BUY Michael Sprung

He likes this company. Bruce Flatt has done an amazing job of managing an extremely complex company. He prefers being at the parent level, where management is pulling the strings. It can look expensive, but continues to do very well.


Price:
$46.220
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-05 COMMENT Paul Harris, CFA

He likes this. They are very smart and understand allocating capital in the right way. Have done a very good job of narrowing the gap between the NAV and the underlying assets. They’ve been very good at looking at the environment, and taking opportunities when things were really bad.


Price:
$43.470
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-04-18 WAIT Larry Berman CFA, CMT, CTA

It has a reasonable correlation to the economy.  He believes the volatility will be higher.  It will probably go back to the bottom of its recent range around $38.  Then it might be a good time to get it.


Price:
$43.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-04-14 BUY on WEAKNESS David Cockfield

Took his profits on this, but still owns Brookfield Properties. He likes the Brookfield group in general. They are very smart, heads up investors. Had felt this one had got to a price range where it was going to be stuck for a while. If it sold off significantly, he would probably add it back into his portfolio. (See Top Picks.)


Price:
$42.780
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
No
2016-04-13 COMMENT Cameron Hurst

Really likes this company. With this, you are buying a portfolio of assets in different business lines that are very well diversified. They have proven to be quite good in managing their business. The last year has been a little more volatile. Some of their oil/gas assets have been a little bit tricky. History has shown that management has great execution. The stock is consolidating nicely. As a core holding in your portfolio, it shouldn’t really hurt you, and it gets you a nice long term appreciation.


Price:
$42.650
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-12 TOP PICK David Baskin

Barron’s magazine slagged the company and the stock went down. The rap against management is that it owns a lot of non-public assets and the reporter looked at how they were valuing these assets. Brookfield is forced to mark these assets to market every year because of the way international financing works. Every time the company has sold one of these assets, they have sold it for more than what they have said it was worth. This is a fabulous company with billions of dollars under management for institutional investors, that are on its balance sheets. Dividend yield of 1.5%.


Price:
$42.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-11 COMMENT James Telfser

There are a lot of question marks about their balance sheet. A very well-run company and have a lot of great assets. When you start questioning their accounting on how they account for some of these assets, you have to do a little bit more homework than usual. If you can’t figure it out, maybe there is a cleaner story that you can invest in that doesn’t have so much noise around the accounting.


Price:
$42.490
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-04 COMMENT John Zechner

Has dropped recently. There was an article in Barron’s on the weekend that was questioning their accounting. This has always been more asset based accounting in valuation, and the earnings are the value of your assets, as opposed to cash generation. He prefers cash generation. He is not comfortable with their growth.


Price:
$42.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Unknown
2016-03-28 WATCH Michael Sprung

Longer term this is a company he likes.  He has always admired them.  Management has done an amazing job.  He prefers this to some of the subsequent parts, even if they sell at a discount to NAV.  Recently when it sold off it was quite an opportunity.  They will participate in a lot of this infrastructure building.  He may initiate a position in it later this year, but it is a little rich now.


Price:
$44.490
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
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