BAM News and Press, Brookfield Asset Management Inc. From 11/02/23

2023-11-02 05:13:11 ET Summary I sold most of my BAM and BN positions yesterday because I expect a significant negative impact from poor performance of BEP and BIP. I reinvested part of the proceeds into Apollo, which I believe to be the best positioned asset manager. I discus...

2023-11-01 07:58:24 ET Summary Brookfield Asset Management is a stable asset management business with high margins and a large moat around its asset products. BAM's earnings multiple is below financial sector averages despite the better-than-average results, which presents a value...

2023-10-30 20:00:00 ET Summary Brookfield Asset Management and Blackstone have seen their stock prices plummet lately. We examine the reasons why these stocks are plunging right now and reassess their long-term outlooks. We also look at their individual strengths and valuation...

2023-10-30 09:14:23 ET Summary BN is trading as if a ~50% haircut on Brookfield Property Partners, Infrastructure, and every other asset, has already occurred. BIP is covering any payout shortfall through capital recycling over the long term rather than through the issuance of deb...

2023-10-29 03:21:10 ET Summary Brookfield stock appeals to both value and growth investors due to its low multiples and high revenue growth. Rising interest rates pose a significant risk to Brookfield, as it has a large amount of debt, which incurs interest expenses. S&P G...

2023-10-28 04:38:47 ET Summary A short report raises concerns about Brookfield Infrastructure Partners (BIP) and its financial disclosures. The report highlights discrepancies in BIP's valuation, cash flows, and funding gaps, suggesting the stock may be overvalued. While the r...

2023-10-26 21:30:21 ET Summary To build a passive income snowball, Warren Buffett's advice is to do nothing. In today's market, this advice is more valuable than ever. We discuss our approach to investing in light of Mr. Buffett's advice and share some of our top picks of the ...

Duke Energy Renewables Rebrands as Deriva Energy under Brookfield Ownership PR Newswire CHARLOTTE, N.C. , Oct. 25, 2023 /PRNewswire/ -- Deriva Energy, a leading operator and developer of clean power projects in the United States , made its debut today. Deriva...

2023-10-23 18:36:22 ET Summary Shares of Brookfield Renewable Partners have dropped 34.5% from 52-week highs, leading to a dividend yield of 6.4%. The company's latest quarter showed a 10% increase in non-GAAP Funds From Operation, but heavy debt means interest expenses have also ...

2023-10-23 07:05:00 ET Summary Dividend growth stocks, particularly REITs and utilities, have been slumping due to rising long-term interest rates. The richest man in American history was a big believer in the power of dividends. We share three once-in-a-decade opportunities t...