Brookfield Asset Management, Inc. (USA) (NYSE:BAM)

hydro-power and real estate are long term winners; energy will always be increasing and hydro-power is the best at long term cost control; Boston real estate will not be created;it will increase in value over time

Ladies and Gentlemen... BAM is on sale.

This company has been hurt by all the turmoil in the financial, housing, and mortgage markets... even though it isn't really connected to those risks.

Expect it to jump back to 43.82 in the near future and then continue on to new heights.

holds infrastructure assets that have long lifes, high barriers to entry, and strong cash flows. I like the managements focus on cashflow. this is a very complex company to evaluate based on financial statements so i am sort of taking a leap of faith based on the overall theme behind the company.

Buffet-type management

Finally, BAM is on sale. You just don't get too many opportunities to invest in a management team like this at a reasonable price. This company controls a vast portfolio of quality, stable, cash-producing assets, and features a management team that really knows how to allocate capital prudently. Like BRK and MKL, I think this is one of those few companies that you can hold onto forever.

This stock has performed well historically. The managers of this hot pick are simply dusting off their trophies before they pull out a major comeback.

Assets Assets Assets

52 week low for this super gem. Get it while it's cheap.

being from omaha, I am not rich enough for Berkshire so maybe I can get with BAM train.

God is not making any more dirt on this rock!

will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."- lecturing to a group of students at Columbia U. He was 21 years old.

-Buffett

like to go for cinches. I like to shoot fish in a barrel. But I like to do it after the water has run out."- Oct. 2003 talking with Wharton MBA students

This campany is splitting up into 2 companies.

Brookfield infrastructure Partners - this will have a great dividend, and BAM will continue to be a growth monster.

Smart management; compelling NAV; good price.

Canadian Warren Buffett. Stock is off highs.

BAM is truly a best in breed asset management company focused exclusively on delivering value to shareholders by producing increasing, recurring high-quality free cash flow. Due to the recent misunderstanding relating to its potential exposure to the US housing markets, and a more recent (and just as ridiculous) sell-off after its Nov.2nd earnings announcement investors have the ability to purchase the pre-eminent wealth creation company in the market today for a significant discount to its intrinsic value.

Much like BRK or LUK, BAM is difficult to quickly summarize or catagorize. Their basic strategy is to opportunistically acquire and manage long lived assets, at reasonable prices, and manage them actively to maximize total returns. Asset classes include commercial and residential property, financial assets, power generation and transmission, timberlands, and renewable energy.

Considering the recent price of roughly 11x run rate free cash flow (half the multiple of asset managers of similar nature), which I believe is an absurdly low price considering their growth, cash flows, returns on equity, stable and high quality asset base, and inherent inflation and recession resiliency... BAM represents an amazing opportunity at today's prices.

Long term hold,wish I would have gotten some of BAM a long time ago!

unduly punished by association with financial / subprime mess

rated by another GREAT recommendation service and bought then, then rated again with MF, double rec = success long term