TSX:BAM - Post Discussion
Post by
retiredcf on Jun 17, 2022 6:42am
And Another
https://www.bnnbloomberg.ca/video/brian-madden-discusses-brookfield-asset-management~2466273
BUY on WEAKNESS
Brookfield Asset Management (A)(BAM.A-T)
15/06/2022 at 08:00pm
Core holding, though sometimes you want more or less exposure. In an economic slowdown, as he expects this year, you want to pare back. BAM.A is the best in class alternative assets manager in the country. Pullbacks provide an opportune chance to buy, put it away, and collect some income. Strong, sustainable, competitive advantages. Strong compounder over time.
MANAGEMENT / DIVERSIFIED
Brian Madden
$56.46
Owned
BUY on WEAKNESS
Brookfield Asset Management (A)(BAM.A-T)
15/06/2022 at 08:00pm
Average down in a recession? Yes. Not exactly non-cyclical. Proven over decades that it consistently grows earnings, funds from operations, dividends, and NAV. Well diversified geographically and by line of business. A quality compounder that you can buy on dips.
MANAGEMENT / DIVERSIFIED
Brian Madden
$56.46
Owned
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