BKFAF News and Press, Brookfield Asset Management Inc. - FR PRF PERPETUAL CAD 25 - Ser 2 Cls A From 12/04/21

With stocks priced at historically high valuations, and bonds offering ultra-low yields, where should one invest? I think that the best answer is income-producing essential real assets. I put over half of my net worth in these investments because I don't know a better risk-to-reward i...

Prem Watsa’s 13F portfolio value decreased from $3.11B to $3.07B this quarter. Fairfax Financial’s largest three stakes are Atlas Corp., BlackBerry, and Resolute Forest Products. They together account for ~76% of the 13F assets. The 13F securities form a small portio...

The Omicron variant is putting nations on alert, forcing many to close down and impose new restrictions. The market hates uncertainty, and not surprisingly, it is selling off heavily. This is bad news, but not doomsday, and we currently find some particularly good opportunities in...

In 2018 PASPA was declared unconstitutional and this opened the door for legalizing sports betting. The iGaming industry is expected to grow at a CAGR of 17.3% up until 2026. In my opinion MGM and 888Holdings offer the best price/quality ratio for operators. Aspire Global is m...

Akre Capital Management portfolio value remained almost steady at $16.24B this quarter. They dropped Markel Corporation during the quarter. The top three positions are Mastercard, Moody’s, and American Tower, and they add up to ~36% of the entire portfolio. For furthe...

On Nov. 15, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q3 2021. I curated a list of some of the best-performing hedge funds and looked into their holdings at the end of September 2021. Several common themes appea...

Brookfield Asset Management is a leading global alternative asset manager. The company is growing rapidly as the demand for alternative assets continues to soar. What are shares worth today? We detail our full valuation model in light of Q3 results. For further details s...

Brookfield Asset Management Inc. (BAM) Q3 Earnings Conference Call November 11, 2021, 09:30 AM ET Company Participants Suzanne Fleming – Managing Partner Bruce Flatt – Chief Executive Officer Nick Goodman – Chief Financial Officer Josh Rafaeli – Head of Growth Stra...

I made 8 transactions during the month. Dividends were up approximately $32.28. I will reposition my portfolio in the coming months. Forward dividend is currently €720 ($834). For further details see: My Portfolio October Update - 7 Buys, 1 Sell

BDC - Oaktree Specialty Lending Corporation - offers a rare combination of growing dividends and equity upside. Thanks to its strong management team, strong balance sheet liquidity and strong investment portfolio, we believe Oaktree Specialty Lending Corporation can outperform some of...