Brookfield Asset Management

  • Value Investor Tom Gayner’s Top Stock Picks

    By Meena Krishnamsetty - July 22, 2013 | Tickers: BAM, KMX, DEO, FRFHF.PK

    Insurance company Markel invests much of its cash in the market under the management of Tom Gayner. Insider Monkey tracks Markel Gayner Asset Management’s quarterly 13F filings in our database, which we use to develop investment strategies. We have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap more »

  • This Is Your Surest Bet On A Housing Rebound

    By Shmulik Karpf - July 3, 2013 | Tickers: BRK-B, BRK-A, BAM, GGP

    There are many ways to play a housing rebound. You can invest directly through stocks of home-builders, or indirectly through home maintenance supplies like carpeting, paint or dishes. You can even take it one step further and invest in banks with high exposure to retail mortgage portfolios, such as Wells Fargo, which controls roughly a third of the U.S retail mortgage market. But there's another way, a worry-free more »

  • How This Company Is Aiming Big With a $2.6 Billion Deal

    By Mike Thiessen - June 26, 2013 | Tickers: BAM, PCL, WY

    A recent deal between Federal Way, Washington-based lumber REIT Weyerhaeuser (NYSE: WY) and Toronto-based property management firm Brookfield Asset Management (NYSE: BAM) could have important ramifications for the firms' shareholders. Judging by its size and scope, it could have significant implications for the timber and home-building industries as well.

    The core of the deal involves the exchange of Longview Timber Company, a wholly owned subsidiary of Brookfield. Longview owns nearly more »

  • What Is This Value Investor Buying?

    By Meena Krishnamsetty - May 24, 2013 | Tickers: BAM, DVN, FCE-A, KEY, BK

    Martin Whitman, a value investor, founded Third Avenue Management in 1990. Third Avenue currently has over $10 billion worth of assets under management.

    By doing fundamental research on companies, the fund attempts to find stocks that are “safe,” i.e. understandable businesses with stable financials that also sell at a discount to their intrinsic value.

    The fund recently filed its first quarter 13F with the SEC, describing some of its more »

  • Closer Look Into This Spin-Off

    By Mike Thiessen - May 6, 2013 | Tickers: BAM, BPY, PCXCQ.PK

    Toronto-based Brookfield Asset Management's (NYSE: BAM) recent spin-off of Brookfield Property Partners (NYSE: BPY) is finally in the books. In the days since the spin-off became official, these two companies have experienced divergent stock-price movements that may hint at things to come. Specifically, Brookfield Property Partners has seen its share price decline from $22.20 to about $20.80 in the space of six trading days. Meanwhile, Brookfield Asset more »

  • Mega-Investor Murray Stahl’s Top Picks for 2013

    By Meena Krishnamsetty - March 5, 2013 | Tickers: AN, BAM, HHC, JAH, LMCA

    At Insider Monkey, we track 450 of the world's most elite hedge funds. By focusing on their best investments, we've developed strategies that have generated market-beating returns, historically speaking. For more than a decade, our small-cap strategy beat the market by 18% in our back tests, and since sharing these picks with the public six months ago, it has outpaced the S&P 500 by more than 20 more »

  • Tom Gayner and Markel’s Top Stock Picks for 2013

    By Meena Krishnamsetty - February 14, 2013 | Tickers: BRK-B, BAM, KMX, DEO, MKL

    Markel (NYSE: MKL) is an insurance company that invests its capital in the financial markets and therefore reports many of its long equity in positions in 13F filings as hedge funds and other major investors do. We track 13F filings partly for their role in developing investment strategies; for example, the most popular small cap stocks among hedge funds outperformed the S&P 500 by 18 percentage points between September more »

  • Special Situation in Commercial Real Estate

    By Mike Thiessen - January 22, 2013 | Tickers: BAM, GGP, SPG

    Toronto-based Brookfield Asset Management (NYSE: BAM) is poised to form a new publicly-traded entity using an enormous chunk of its commercial real estate holdings. The property giant will retain a majority stake in its new Brookfield Property Partners (BPY - exchange pending) spin-off. If no last-minute regulatory or legal hurdles arise to derail the move, it could be finalized during the first quarter of 2013.

    About Brookfield Asset Management and Brookfield more »

  • Bill Ackman and General Growth Properties

    By Anh HOANG - January 10, 2013 | Tickers: BAM, GGP, SPG

    Bill Ackman, the billionaire hedge fund manager has decided to go passive on General Growth Properties (NYSE: GGP), dropping his on-going push for the sale of this mall operator. He agreed to sell warrants to buy 18 million shares of General Growth to Brookfield Asset Management (NYSE: BAM) at around $15 per warrant, bringing to Ackman around $270 million. The warrant would allow Brookfield to buy General Growth’s stocks more »

  • NextEra Continues to Renew its Portfolio

    By Matthew DiLallo - December 28, 2012 | Tickers: BAM, BRPFF, D, EXC, NEE

    The nation’s top renewable power generator, NextEra Energy (NYSE: NEE) announced it was selling its equity interests in White Pine Hydro Investments to Brookfield Renewable Energy Partners (NASDAQOTH: BRPFF). The $760 million deal consists of 19 hydroelectric facilities and 8 upstream storage reservoir dams.  In total these assets, which are located in Maine and New Hampshire, have an aggregate capacity of 351 megawatts. 

    NextEra is the nation’s largest more »

  • Stock Index? Not For Me!

    By Ash Anderson - December 19, 2012 | Tickers: BRK-B, BRK-A, BAM, GE

    The advice that many financial advisors hand out is that you should invest in the index, since individual companies are too risky. While this may have some truth to it, there are always conglomerates for us to invest in. North America has some of the richest and most diverse conglomerates in the world just waiting for your investment.

    Berkshire Hathaway

    I own stock in Berkshire Hathaway (NYSE: BRK-A), and I more »

  • 3 Unique Threats This Asset Manager Must Navigate

    By Matthew DiLallo - December 7, 2012 | Tickers: BAM, BIP, GGP, SPG, BX

    While many asset managers work to build an empire of assets under management, one firm is more focused on the management of its assets.  With a proud history of more than 100 years of owning and operating assets, Brookfield Asset Management (NYSE: BAM) is not your average asset manager. This global alternative asset manager has built its business to its present size of over $150 billion under management.

    These assets more »

  • Are These Bulked Up Landlords’ a Buy?

    By Matthew DiLallo - November 27, 2012 | Tickers: AVB, BAM, EQR, ESS, UDR

    Apartment REITs AvalonBay (NYSE: AVB) and Equity Residential (NYSE: EQR) announced that they were jointly purchasing the assets and liabilities of Archstone Enterprises from Lehman Brothers.  This $16 billion deal will have AvalonBay acquiring 40% of the assets with Equity taking the remaining 60%.  This is a big deal for both companies but does it make either a buy?

    For AvalonBay they reiterated their 2012 outlook while announcing that they more »

  • Steady Results Despite a Wobbly Economy

    By Matthew DiLallo - November 16, 2012 | Tickers: BAM, BIP, PCL, RYN, WY

    Global infrastructure owner Brookfield Infrastructure Partners (NYSE: BIP) reported earnings just after the elections in the US.  The company has insulated itself from much of the volatility in the global economy through their operations structure.  More than 80% of their cash flow is generated from either regulated businesses or through long-term contracts.  This insulation from the whims of the global economy has enabled the company to invest heavily over the more »

  • Billionaire Bill Ackman's Favorite Idea

    By Meena Krishnamsetty - October 6, 2012 | Tickers: BAM, CP, GGP, JCP, SPG

    At the end of day one of the 8th Annual Value Investing Congress in New York, Bill Ackman presented his thesis on one of his biggest long ideas. His battle with General Growth Properties Inc (NYSE: GGP) and Brookfield Asset Management Inc. (NYSE: BAM) took center stage. There was much speculation leading up to Ackman’s presentation, yet it should have been no surprise when the fund manager started his more »

  • Five Stock Picks from Long-Term Value Investor

    By Meena Krishnamsetty - September 21, 2012 | Tickers: AN, BAM, HHC, JAH, STRZA

    Murray Stahl founded Horizon Kinetics, the parent company of Horizon Asset Management, in 1985. Prior to that he spent 16 years at Bankers Trust Company as a senior portfolio manager and research analyst. Murray Stahl holds a B.A. and an M.A. from Brooklyn College and an M.B.A. from Pace University.

    Horizon Asset Management LLC, a subsidiary of Horizon Kinetics LLC, is an investment firm that was more »

  • Marty Whitman’s Top Stock Picks

    By Meena Krishnamsetty - September 13, 2012 | Tickers: BAM, CVA, FCE-A, PKX, BK

    Marty Whitman, a value investor, founded Third Avenue in 1990 after having run a money management firm since 1986. Third Avenue currently has over $10 billion under management and, at least over the last several quarters, has demonstrated a preference for the financial sector. By doing deep bottom-up research on companies Third Avenue attempts to find stocks which are “safe”- a good management team in an understandable business with stable more »

  • Which REIT is Right? - A Look at the Regional Malls (Part I)

    By Matthew DiLallo - September 10, 2012 | Tickers: BAM, GGP, HHC, RSE, SPG

    Americans love to shop and as much as we are turning to the internet to get the latest deals we’re still partial to spending a day walking around the mall and spending freely.  Even as we are spending countless hours connecting through social networking, we’re still spending both time and money connecting with our friends and families at the mall.  As much as technology is changing the way more »

  • Did Bill Ackman Just Make a Big Mistake?

    By Matthew DiLallo - August 24, 2012 | Tickers: BAM, GGP, SPG

    On most days investing is pretty boring. Unless it’s an earnings release there’s just not a lot of news worth following.  I’m sure you could sit there and watch the numbers change on the computer screen and maybe that would be exciting for a little while but no real value is being delivered.  For most of us though we check in and check out if a spare more »

  • Brookfield’s Big Haul

    By Matthew DiLallo - August 6, 2012 | Tickers: BAM, BIP, PCL

    Usually when a company announces that it is about to undertake a myriad of strategic initiatives it more often than not means that the current approach just isn’t getting the job done.  Further, when they announce they are raising capital to pursue these strategic initiatives, it is done at a discount to the current share price because they need to money to shore up their capital base.  That is more »

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