TSX:BAM - Post Discussion
Post by
retiredcf on Mar 13, 2021 7:47am
Analyst Recommendation
Second stock in the clip; he also owns it personally as well as in his fund. GLTA
https://www.bnnbloomberg.ca/video/greg-newman-s-past-picks~2159492
PAST TOP PICK
Brookfield Asset Management (A)
(BAM.A-T)
March 12, 2021
(A Top Pick Mar 11/20, Up 11%) Was a play on bond yields shrinking. They have alternative businesses to bond yields. Asset management, infrastructure and renewable businesses. This stock would still work, but the property division is a headwind for them in the short term. The rest of the business is working well. He hopes that in the longer-term the real estate double down works for them.
MANAGEMENT/DIVERSIFIED
Greg Newman
Price
$54.300
Owned
Yes
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