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Bullboard - Stock Discussion Forum Brookfield Ord Shs Class A T.BN

Alternate Symbol(s):  BN

Brookfield Corporation is an owner and operator of real assets. It is focused on compounding capital over the long term to earn attractive total returns for its shareholders. Its operating segments include the asset management business and insurance solutions business. Its operating businesses include Renewable Power and Transition business, which includes the ownership, operation, and... see more

TSX:BN - Post Discussion

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Post by retiredcf on Jul 16, 2023 12:58pm

Too Cheap?

What looks “cheap” to you right now? I recognize that sometimes things are cheap for a reason but in your view, what has been punished too much and is likely to appreciate from here? 

Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40s and when the capital markets eventually turn around, we believe BN will do well. TSU had some issues earlier in the year with a write-down, however, we continue to like the company and its growth rates are strong - we feel it is at a good price today. NVEI has come under pressure recently, but its fundamentals are strong and for a company in the fintech space it trades at a cheap valuation. (5iResearch)
 
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