BROXF News and Press, Brookfield Asset Management Inc. - 4.90% PRF PERPETUAL CAD 25 - Ser 37 Cls A From 12/13/21

Tax loss selling and a small pullback in the preferreds market have opened up a number of buying opportunities. We provide a quick rundown on 13 preferreds and bonds that are currently buyable as of the close on 11/20. Several have ex-dividend dates coming up in the next few weeks...

Brookfield Asset Management Inc. (BAM) Goldman Sachs 2021 US Financial Services Conference December 08, 2021, 10:00 AM ET Company Participants Bruce Flatt - Chief Executive Officer Conference Call Participants Alex Blostein - Managing Director, Equity Research, Goldman Sachs Presentation Alex...

This month I started repositioning my portfolio, decreasing total holdings to 35. Dividend was almost double that of last November. My new forward dividend is $818.60 after tax. For further details see: My Portfolio November Update - Repositioning For The New Year

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...