passvie income 的魔力 - 查理·芒格强调拥有10万美元 passvie income 的魔力[1] - 拥有10万美元的投资组合是一个重要的成就，因为在这一点上，投资组合开始以10%的年化回报率产生可观的回报[2] 分红收入组合 - 通过合理的分散投资，可以构建一个7%的分红收入组合，覆盖1-2个月的生活费用[3] 高收益和分散化 - 通过投资于不同领域的ETFs、基础设施、BDCs、REITs和MLPs，可以实现高收益和分散化[4]

JamesBrey Altria stock (MO) is on a tear right now, significantly outperforming the S&P 500 (SPY) and high-yield space (SPYD) over the past two weeks: Data by YCharts The reason for this soaring share price is due to several positive catalysts converging: 1. The company recently announced solid Q4 results and guidance along with a major share buyback plan. For a stock where sentiment was quite low, this was very welcome news for the market. 2. MO also is selling a substantial amount of its Anheuser-Busch In ...

BROOKFIELD, NEWS, March 19, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE:BAM, TSX:BAM) announced that it has filed its 2023 annual materials on Form 40-F, including its audited financial statements and management's discussion and analysis for the year ended December 31, 2023, with the SEC on EDGAR as well as with the Canadian securities authorities on SEDAR. These documents are also available at www.bam.brookfield.com and a hardcopy will be provided to shareholders free of charge upon req ...

金融股关注 - Synchrony (SYF) 和 Brookfield Asset Management (BAM) 是金融 - 杂项服务股票中备受投资者关注的两只股票[1] - SYF 的 Zacks Rank 为 2 (买入)，而 BAM 的 Zacks Rank 为 3 (持有)[3] - SYF 的前瞻市盈率为 6.74，而 BAM 的前瞻市盈率为 25.72[6] - SYF 的 PEG 比率为 0.92，而 BAM 的 PEG 比率为 1.46[6] - SYF 的 P/B 比率为 1.24，而 BAM 的 P/B 比率为 1.79[7] - SYF 在价值评级方面获得 A 级，而 BAM 获得 D 级[8] - 根据盈利前景和估值数据，公司认为 SYF 是当前更优的价值选择[9]

Private equity companies are doing well, with some of them trading at a record high. Brookfield Asset Management (BAM) stock price was trading at $41 on Friday, a few points below its all-time high of $41.21. Similarly, Apollo Global Management shares surged to a record high, helped by the strong performance of its credit business. Carlyle and Blackstone are doing great too. Brookfield’s $100 billion dry powder Copy link to section Brookfield Asset Management is one of the biggest companies in the private e ...

股息政策 - 作为投资者，收到公司宣布提高股息的消息是一件令人高兴的事情[1] - Brookfield Asset Management Ltd. (NYSE:BAM)宣布将下一季度的股息每股支付提高了18.8%至0.38美元，超出了预期[3] - BAM的股息收益率为3.8%，远高于标普500指数的1.4%[5] - BAM的分红支付比率为93%，高于评级机构偏好的50%，但由于高利润率和盈利质量，这并不令人担忧[6] 信用评级和风险 - S&P给予BAM A-的信用评级，未来30年内BAM违约债务的风险为2.5%[7] - Dividend Kings估计，在下一次普通经济衰退中，BAM削减股息的风险为2%，在严重衰退中，风险上升至8%[8] 股价和投资回报 - BAM的股价在过去一篇文章后上涨了11%，目前估值并不便宜，但也不算昂贵[9] - 如果BAM回归公平价值并达到增长共识，未来十年可能获得的总回报为14.7%年度总回报或294%十年累计总回报，远高于标普的10%年度总回报或159%十年累计总回报[10] 公司财务表现 - BAM在2023年第四季度的总收入同比增长1.2%，达到11亿美元，符合分析师对该季度收入的预期[12] - BAM在2023年吸引了930亿美元的资本，其中有370亿美元来自第四季度，公司将580亿美元资本投入到了2023年，使资产管理规模比去年同期增长了15.9%至9160亿美元[14] - BAM的可分配每股收益在第四季度同比增长2.9%至0.36美元，超过了分析师的预期[15] 可持续性和风险 - BAM预计2024年将支付每股1.52美元的股息，对比1.54美元的可分配每股收益，这将是一个98.7%的分红比率，但由于公司的强劲资产负债表，这是可持续的[20] - BAM有很多竞争对手，如果无法继续为客户提供服务，可能会失去资金，影响公司的投资论点[22] - BAM的母公司Brookfield Corporation (BN)有权提名半数董事会成员，如果选择停止慷慨的股息增长政策，可能会带来风险[23]

Brookfield Asset Management Ltd. (NYSE:BAM) Q4 2023 Earnings Conference Call February 7, 2024 11:00 AM ET Company Participants Jason Fooks - SVP, IR Bruce Flatt - CEO Connor Teskey - President Bahir Manios - CFO Conference Call Participants Brian Bedell - Deutsche Bank Cherilyn Radbourne - TD Cowen Alexander Blostein - Goldman Sachs Mike Brown - KBW Craig Siegenthaler - Bank of America Nik Priebe - CIBC Capital Markets Kenneth Worthington - J.P. Morgan Mario Saric - Scotiabank Operator Hello, and welcome to ...

Brookfield Asset Management INVESTOR PRESENTATION JANUARY 2024 Brookfield at a Glance We are one of the largest and fastest growing alternative asset managers in the world, distinguished by a 100+ year history of owning and operating real assets and businesses, operating in over 30 countries Renewable Power & Transition Infrastructure Private Equity Real Estate Credit and Insurance Solutions $54B Market Cap $865B Assets Under Management BAM NYSE / TSX Ticker All figures in this presentation are as of Septem ...

财务表现 - Brookfield Asset Management Ltd. 宣布2024年第一季度财报，净收入为1.02亿美元[3] - 第一季度费用相关收入为5.52亿美元，过去12个月为22.46亿美元[4] - 可分配收入为5.47亿美元，过去12个月为22.28亿美元[5] - 未来展望：持有1060亿美元的未调用基金承诺[15] - 在第一季度部署了110亿美元资本[13] - 在基础设施平台部署了28亿美元资本[14] - 在信贷基金部署了62亿美元资本[14] 公司信息 - 完成了500亿美元的资产管理委托和收购Castlelake多数股权[18] - 宣布每股0.38美元的季度股息[20] - Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM)是一家全球领先的替代资产管理公司，资产管理规模超过9250亿美元[35] 财务指标 - Distributable Earnings (“DE”)是指公司的费用相关收入、实现的携带利润、实现的主要投资、利息支出和一般和行政费用的总和，不包括股权基础补偿成本和折旧及摊销费用[39] - Fee-Related Earnings (“FRE”)和DE被用来评估公司的运营结果和价值，许多股东和分析师也认为这些指标对他们有价值[40] - 公司在新闻稿中披露了一些非按照美国通用会计准则（U.S. GAAP）计算和呈现的财务指标，这些财务指标不应被视为公司绩效的唯一衡量标准，也不应孤立地看待或作为U.S. GAAP计算的类似财务指标的替代[41] - BAM提供了关键术语和非GAAP措施的额外信息，可在其网站上的文件中找到[42]

$93 Billion of Capital Inflows, Prior to AEL Transaction $107 Billion of Dry Powder Available to Deploy BROOKFIELD, NEWS, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE:BAM, TSX:BAM) today announced financial results for the quarter ended December 31, 2023. Connor Teskey, President of Brookfield Asset Management stated, "We had strong performance in our first year following our listing. We raised $93 billion of capital which, combined with the approximately $50 billion anticipated ...