BAMKF News and Press, Brookfield Asset Management Inc. 4.50% PRF PERPETUAL CAD 25 - Ser 26 Cls A From 10/06/22

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...

Summary Congressional insider trading is a rare topic in U.S. politics which led to bipartisan support in limiting the ability of lawmakers to participate in securities trading. As the nature of their service makes them privy to information not ordinarily accessible to the public,...

Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Divi...

Summary Brookfield and Blackstone are among the very largest and best alternative asset managers. While both look relatively attractive at the moment, we prefer Brookfield. We share three reasons why. Brookfield Asset Management ( BAM ) ( BAMR ) and Blackston...

Summary Halvorsen's 13F portfolio value decreased from $24.74B to $21.86B this quarter. The number of positions increased from 56 to 82. Viking Global added McKesson, American International Group, and Intuit while decreasing T-Mobile US, General Electric, and Brookfield Asset Mana...

Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Divi...

Summary BIP and KMI are two investment-grade infrastructure businesses with attractive yields and dividend growth momentum. KMI offers a higher dividend yield, but BIP has a higher credit rating and is better diversified. We compare them side by side and offer our take on whic...

Summary Founded in 2006 by Morty Schaja and Mitch Rubin, RiverPark manages research-driven, focused strategies in equities, fixed income and venture capital. Currently, investors are caught in an economic “No Man’s Land” between the dangers of inflation and fe...

Summary Blackstone is buying REITs left and right. We expect the REIT M&A boom to continue. We present some likely buyout targets. In a recent article , we explain that we expect the REIT M&A boom to continue in the second half of the year and going into ...

Summary Inflation is at levels not seen in 40 years with no sign of abatement. The Fund’s mark-to-market losses are technical in nature and are not based on credit or fundamental concerns within our portfolio. We expect to recover the current six-point discount to face ...