BAM News and Press, Brookfield Asset Management Inc. From 02/12/24

2024-02-12 22:37:49 ET Summary Brookfield Asset Management is a highly profitable asset manager with a 50% net margin and almost no debt. Bruce Flatt's reputation and the company's flexible corporate structure are competitive advantages for Brookfield. Brookfield Asset Managem...

2024-02-12 06:33:13 ET Summary Akre Capital Management's 13F portfolio value increased by 4% to $11.88B, with 18 positions in total. The largest stakes in the portfolio are Mastercard, Moody's, American Tower, KKR, and O'Reilly Automotive. Akre's cash allocation is currently a...

2024-02-09 11:40:33 ET Summary As a mostly dividend growth-oriented investor, there is nothing better than a massive payout hike from a core holding. Brookfield Asset Management's revenue and distributable EPS both edged higher in the fourth quarter. The company's financial po...

2024-02-09 07:01:12 ET Summary Dividend stocks have taken a beating lately after Chairman Powell expressed little urgency to cut interest rates. We turn to Warren Buffett for some sage wisdom on why this is a huge gift to dividend investors. We share what we are buying right n...

2024-02-09 02:40:00 ET Summary Anyone who thinks that the regional banking crisis is over has not been paying attention to the dismal recent earnings reports of New York Community Bank, Aozora and Julius Baer. All of these banks’ earnings have been hit hard by troubled US c...

2024-02-08 08:15:00 ET Summary XLU has pulled back sharply in recent weeks. Despite the weak recent performance in the sector, billionaire investors and leading asset managers are pouring hundreds of billions of dollars into the sector. We take a look at the megatrends and mac...

2024-02-07 14:14:03 ET Brookfield Asset Management Ltd. (BAM) Q4 2023 Earnings Conference Call February 7, 2024, 11:00 am ET Company Participants Jason Fooks - SVP, IR Bruce Flatt - CEO Connor Teskey - President Bahir Manios - CFO Conference Call Partic...

2024-02-07 12:20:07 ET Summary To generate significant cash flows, American Tower needs to squeeze more money out of its Tower Assets, but the trend shows that the opposite is happening. Also, mobile data growth remains a key factor driving the need for digital infrastructure, but...

2024-02-07 10:11:21 ET More on Brookfield Asset Management Brookfield Asset Management Is In My Top 3 Alt Asset Managers For 2024 Why I Recently Sold Brookfield Asset Management Stock (Rating Downgrade) Brookfield Asset Management Non-GAAP EPS of $0.36 beats by $0.02...

2024-02-07 06:50:50 ET More on Brookfield Asset Management Brookfield Asset Management Is In My Top 3 Alt Asset Managers For 2024 Why I Recently Sold Brookfield Asset Management Stock (Rating Downgrade) There Is Logic In Holding Brookfield Asset Management Br...