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Compiling comments that experts make about stocks while on public TV.

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2012-12-27

Opinion for Brookfield Asset Management (A) (BAM.A-T)

Signal Price Bias Subject Owned
TOP PICK $36.110 OPTIMISTIC GLOBAL Yes

Asset management company in property, infrastructure and renewable energy. What is really key is that they are really great operators. They buy assets very well. Trades at a discount to its NAV. Nice dividend yield. A lot of infrastructure by governments will have to be sold off and this company is very good at buying these assets and running them.

Paul Harris, CFA
Portfolio Manager and Partner, Avenue Investment Management

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