Brookfield Corporation (BN)
Brookfield: The Trump Trade Nobody's Talking About
Lately, investors have been pouring money into stocks seen as gaining from the incoming U.S. administration. These include Tesla and various regional banks (the former could gain from Elon Musk's closeness to Trump, the latter from Trump's lax approach to banking regulations). Brookfield largely hasn't been mentioned in the discussion about Trump trades, but it benefits from Trump's regulatory approach much like regional banks do.
Brookfield Asset Management: The Compounder's Dream
Brookfield Asset Management is a low-maintenance "buy and hold forever" stock with limited outside risk to the operations. Management aims to double operational metrics in five years, a significant leap from their 25-year base. The 22.7% YoY increase in fee-bearing capital in Q3 supports the thesis that Brookfield is on track to meet its ambitious goals.
Billionaire Bill Ackman Bought These 2 Dividend Stocks Hand Over Fist in Q3
Diversification, schmiversification. That seems to be the attitude of billionaire hedge fund manager Bill Ackman.
Billionaire Bill Ackman Just Poured $2.2 Billion Into These 2 Incredible Stocks
Bill Ackman is happy to buy stocks when he believes they're on sale, and he holds them until their prices reflect what he believes are their true values. That could be a few months or it could be a decade.
Billionaire Bill Ackman Recently Bought One of My Favorite Stocks. Here's Why I Think It Was a Brilliant Move.
Billionaire Bill Ackman Recently Bought One of My Favorite Stocks. Here's Why I Think It Was a Brilliant Move.
Playing Monopoly With Brookfield: The Asset King That Keeps Beating The Market
Brookfield's focus on hard assets like infrastructure, renewable energy, and logistics, combined with a proven 19% annualized return, makes it a compelling long-term investment. The company aims for 15%+ annualized returns through 2029, supported by strategic investments and a $50 billion free cash flow growth outlook. Despite a low 0.6% yield, Brookfield's diversified growth potential and attractive valuation at 15.2x earnings make it a strong pick for growth/value portfolios.
Brookfield mulls $7.4 bln bid for Spain's Grifols, El Confidencial says
Canadian fund Brookfield plans to offer about 7 billion euros ($7.4 billion) for Spanish drugmaker Grifols after finishing due diligence, news website El Confidencial reported on Monday, citing sources close to the matter.
Brookfield Corporation (BN) Q3 2024 Earnings Call Transcript
Brookfield Corporation (NYSE:BN ) Q3 2024 Earnings Conference Call November 14, 2024 10:00 AM ET Company Participants Angela Yulo - VP, IR Bruce Flatt - CEO Nick Goodman - President Conference Call Participants Mario Saric - Scotiabank Sohrab Movahedi - BMO Capital Markets Cherilyn Radbourne - TD Cowen Robert Kwan - RBC Capital Markets Dean Wilkinson - CIBC Alex Bernstein - JPMorgan Operator Hello and welcome to the Brookfield Corporation Third Quarter 2024 Conference Call and Webcast. At this time, all participants are in a listen-only mode.
Brookfield Renewable: Revisiting The Thesis After Trump's Victory
I was very bullish on BEP earlier this year. However, Donald Trump's victory caused the market to initially sell off BEP units aggressively. I revisit the investment thesis in light of the recent US election results as well as BEP's recently reported Q3 results.
Want to Make a Lot of Money? Meet the Top Stock With a Plan to Enrich Its Investors Over the Next 5 Years and Beyond.
Brookfield Corporation is a proven wealth creator with plans to continue growing value for its shareholders.
Orsted sells stakes in four UK offshore wind farms to Brookfield
Denmark's Orsted said on Wednesday it had agreed to sell a 12.45% minority stake in four of its operational British offshore wind farms to Brookfield in a transaction worth 1.75 billion pounds ($2.28 billion).
Brookfield Asset Management: Peers Better Positioned In Q3
Brookfield Asset Management Ltd.'s complex structure and underperformance compared to peers raises concerns about its ability to follow through on promises. Brookfield's high real estate exposure, particularly in the struggling office and retail sectors, and growing debt at BN, pose significant risks amid economic uncertainties. Despite strong positioning in renewables and credit, BAM's fundamentals lag peers, making other alternative asset managers more attractive investments.
