Bullboard - Stock Discussion Forum Brookfield Asset Management Voting Ord Shs Class A T.BAM

Alternate Symbol(s): T.BN.P.H | T.BN.P.I | BKAMF | BKFDF | T.BN.P.J | BRCFF | T.BN.P.K | BROXF | T.BN.P.A | BAM | T.BN.P.L | T.BN.P.B | T.BN.P.M | T.BN.P.C | BAMGF | T.BN.P.N | BRPSF | T.BN.P.D | BAMKF | BKFOF | T.BN.P.R | T.BN.P.E | BKFPF | T.BN.P.T | BRFPF | T.BN.P.F | T.BN.P.X | T.BN.P.G | BXDIF | T.BN.P.Z | BKFAF

Brookfield Asset Management Ltd. is primarily engaged in providing alternative asset management services. The Company provides its services through an ownership interest in an alternative asset management business, which is carried on by Brookfield Asset Management Inc. (Brookfield) and its subsidiaries. Its products have three categories, which include long-term private funds, perpetual... see more

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Brookfield Asset Management Voting Ord Shs Class A > Credit Suisse

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Post by retiredcf on Dec 17, 2020 8:23am

Credit Suisse

The Credit Suisse research team published an admirably succinct forecast for Canadian markets, including stock picks, on Wednesday:

“For 2020 YTD, the S&P/TSX Composite delivered a 2.8% capital return that significantly lagged the most common comparative of the S&P 500′s 13.4% ... Canada’s COVID-19 vaccine positioning that should help the return to “more normal”… Sector Selection: The Financials sector has the greatest weight in the Canadian market and our teams have a moderate view on the outlook for banks, but a generally positive view for the alternative asset managers. For the next largest sector, Energy, there are a series of positives after a rather challenging year for producers/integrated and generally positive on Energy Infrastructure… Stock Specifics: Outperform-rated stocks include: (a) Banks: Royal Bank (RY) and National Bank (NA); (b) Life Insurance: Sun Life Financial (SLF); (c) Consumer: Canada Goose (GOOS), Lululemon Athletica (LULU) and Restaurant Brands International (QSR); (d) Energy: Canadian Natural Resources (CNQ); (e) Energy Infrastructure: Keyera (KEY); (f) Forest Products: Mercer International (MERC); (g) Gold: Newmont (NEM); Barrick (GOLD); and, Endeavour Mining (EDV); (h) Industrials: Brookfield Business Partners (BBU); Thomson Reuters (TRI); Canadian Pacific Railway (CP); Canadian National Railway (CNR); and, Magna International (MGA); (i) Infrastructure: TransAlta Corp. (TA); AltaGas Ltd (ALA); and, (j) Non-bank Financials: Brookfield Asset Management (BAM).’

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