BAMGF News and Press, Brookfield Asset Management Inc Pfd Shs Cl A Ser 24 From 12/21/22

Summary Akre Capital Management’s 13F portfolio value decreased from $12.49B to $11.34B this quarter. They increased DigitalBridge Group while decreasing Goosehead Insurance during the quarter. The top three positions are Mastercard, American Tower, and Moody’s, and th...

Summary SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process is continuously evolving. Despite the market downturn our cumulative redemptions are a mere basis points of the fund. We are...

Summary High yielding opportunities abound in the market today. We explain why inflation appears to have peaked. We share some of our top picks. The stock market ( SPY )( QQQ ) is down significantly year-to-date, resulting in numerous attractive opportunities...

Summary Brookfield delivered another strong quarter, and with record fund raising. The company now has $125 billion of deployable capital. The Insurance Solutions business is now a meaningful contributor to earnings. Brookfield shares appear somewhat undervalued at roughly 15x...

Brookfield Asset Management Inc. (BAM) Q3 2022 Results Conference Call November 10, 2022 10:00 AM ET Company Participants Suzanne Fleming - Managing Partner Bruce Flatt - Chief Executive Officer Nick Goodman - Chief Financial Officer, Brookfield Corporation B...

Summary This month I had 6 transactions. New forward dividend is approximately $1.134. Next month I am looking to add capital to the IGaming sector, CVS Health, and/or Brookfield Asset Management. I am also looking to consolidate one of my smaller positions. Octo...

Summary Pressured by the painfully slow “return to the office” with daily utilization rates still 50% below pre-pandemic norms, Office REITs are among the worst-performing property sectors this year. Office leasing activity and REIT earnings results have been surpris...

Summary Most investors focus on the wrong risks. They focus on how rising interest rates may impact REIT profitability. Instead, they should focus on how it may impact their asset values. We present how this leads to risks but also opportunities. REITs are down 30% y...

Summary I'm mainly buying REITs right now. But there are a few opportunities in other sectors that have also caught my attention. I highlight two of them that I'm accumulating at the moment. Lately, I have written a lot of articles about opportunities in the REIT sector ...

Summary This month I had 7 transactions. New forward dividend is approximately $1,080. Next month I will look into the European real estate sector, TJX, L3Harris and Microsoft. September is over and it is yet another month to quickly forget when it comes to stock ret...