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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: $40.0900 on 2016-02-07

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Date Signal Expert Opinion Price
2016-02-05 COMMENT Hap (Robert) Sneddon FCSI

A really good name. Trying to form a base at around the current level. These guys are really good at being alternative asset managers. Watch for levels for finding support. Make sure it holds the level where it is at and doesn’t go lower.


Price:
$40.090
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-02-03 BUY Derek Warren

His largest holding and he likes it a lot. For many years this has been on a tear. Had a correction, which is rare for them. Well capitalized, very smart and able to take advantage of people in distress. This is the kind of people you want to invest in for the long time. When it dips, you buy more and just wait out the cycle.


Price:
$39.850
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-01 DON'T BUY Brendan Caldwell

He sold it to buy TCN-T, and then sold that.  He would not own or hold this sector right now.


Price:
$41.520
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2016-02-01 SELL Hank Cunningham

April 9, 2019 bond with a rate of 3.95%. Unlikely you can sell this at a higher price than what it is at now, because it is rolling down the yield curve and getting close to maturity. These bonds are very liquid and you can sell them at any time, and then pick up another one that will mature in 2 or 3 years. He would not hold this bond to maturity.


Price:
$41.520
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2016-01-29 COMMENT David Cockfield

Likes the Brookfield group. They have their fingers in everything. He likes Brookfield Properties. This is the kind of world where this company can do quite well.


Price:
$42.290
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-28 PAST TOP PICK Barry Schwartz

(A Top Pick Jan 12/15. Up 3.43%.) When other companies are in trouble, this is the time when this company shines. They have a big beautiful balance sheet that he knows they’re going to put to work. Trading near NAV, and he thinks you are going to see some phenomenal moves.


Price:
$41.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-21 TOP PICK Greg Newman

(A Top Pick Nov 26/14. Up 8.33%.) Renewable, infrastructure, improving property values in the US, asset management, private equity flows. This is a low interest rate idea. Believes it can grow 17% FFO over the next couple of years. Trading at a discount to his assumed next year’s NAV. Dividend yield of 1.59%.


Price:
$40.050
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-01-19 HOLD Michael Smedley

This is a core holding mentality that investors should have. They have conservative, long term portfolios. A very clever major group in Canada.


Price:
$40.410
Subject:
CANADIAN
Bias:
BEAR
Owned:
Yes
2016-01-18 BUY John Wilson

He owns two of their subsidiaries because of a better growth profile.  It is sitting at its highs.  You are owning US$ assets.  It has great global exposure.  You will do well, but he prefers going down the chain for more pure plays.


Price:
$40.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-01-13 COMMENT Bruce Campbell (2)

Very diversified operationally, and with the way the stock has been beaten up it would certainly be one for a longer-term hold and at an attractive entry point.


Price:
$40.920
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-01-13 COMMENT Zachary Curry

His view is pretty constructive on the Brookfield universe with their hierarchy of companies. Money always flows up to the parent company. This is a conglomerate that offers a bit more diversification. A favourable company to hold.


Price:
$40.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-04 HOLD Bruce Campbell (1)

It has been a little bit expensive, but it held up well recently.  It is smart management.  He prefers this to others in the family.


Price:
$42.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-12-29 SELL Robert McWhirter

Ranks 448 in his overall model, borderline bottom 3rd. 1.5% dividend yield is a mere 16% of cash flow paid out. Earnings are expected to decline by 6% in the coming 12 months, against a 20% PE. It seems to be a pricey stock without a lot of growth.


Price:
$44.390
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-22 BUY Elliot Fishman

For the longest time, this continued to go along and go higher and higher and higher, to a point where it maybe got a little excessive at $50. Now there is some pullback on decent volume and is starting to build a base. He is hoping that this is the next catalyst to move it higher. Going forward into the new year, he would have no problem owning this.


Price:
$43.900
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-14 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

He loves the ideas of scaling into a position in a quality company and this is one of them.  Regardless of how good the management is, it will go down if the market goes down. 


Price:
$43.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
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