The New York Stock Exchange on Wall Street. Matteo Colombo As an analyst, I aim to be as transparent as possible with my picks. While I don't own all of the stocks that I cover, I only cover stocks that I do own or could at least see myself owning. Now, clicks are important to me. For full disclosure, Seeking Alpha is part of how I make my living. However, the money and attention aren't the be-all and end-all for me. Best serving my readers stands one notch above merely making money. In my experience, I hav ...

文章核心观点 - 布鲁克菲尔德公司正在进行管理层的平稳过渡,保持公司的协作文化[2][3][4] - 布鲁克菲尔德公司的资产管理规模接近1万亿美元,正在朝着1万亿美元的目标努力[10] - 布鲁克菲尔德公司的估值区间为56美元到84美元,目前股价低于该区间,是一个买入机会[10] 管理层发展与公司文化 - 布鲁克菲尔德有一种协作文化,CEO布鲁斯·弗拉特强调了在办公室工作对于培养文化、协作和人才发展的重要性[3] - 布鲁克菲尔德的管理层变更是一个渐进的过程,新任CEO往往会在公司内部培养很长时间,突然变更是被避免的[3][4] - 布鲁克菲尔德资产管理公司总裁康纳·特斯基被视为未来CEO的接班人[3][4] 估值分析 - 根据公司的估算,布鲁克菲尔德的每股价值为84美元,回购股票是为了给现有长期股东创造价值[5] - 公司的估值主要来自于布鲁克菲尔德资产管理公司的上市股票,以及一些房地产资产和未实现的绩效费[6][7][8] - 一些投资者认为公司的一些房地产资产和未实现的绩效费估值可能过于乐观,给出了56-84美元的估值区间[10]

imaginima The Utilities sector is the second-highest yielding among the eleven, just after Real Estate. One of my highest-conviction picks in this sector happens to be a company rated “Sell” by Seeking Alpha’s Quant system: Brookfield Renewable (NYSE:BEP) (NYSE:BEPC). While the share price has been largely flat for the past five years, with several quarters of negative earnings, I believe the company is poised to be the global leader in renewable energy. With a highly diversified portfolio of assets, st ...

J Studios/DigitalVision via Getty Images Performance Assessment I initially had a bullish stance in my last article on Brookfield Infrastructure Partners (NYSE:BIP). Since then, the stock has lagged the S&P 500 on a total shareholder return basis: Performance since Author's Last Article on BIP (Seeking Alpha, Author's Last Article on BIP) However, in reality, the actual performance is worse as I had changed my rating at the end of February 2024 to a 'Neutral/Hold' due to expected delays in the payout ...

Eoneren Introduction I like utilities and have written a number of bullish articles on some of them this year. In general, utilities have two major benefits. Stock dividends from utility companies often prove to outyield other fixed-income investments and have less volatility than other equities. Utilities tend to be very resistant to economic cycles because demand for utilities does not change much compared with most other industries, even in the deepest recessions. - Investopedia (emphasis added) ...

Brookfield Renewable is an income-generating machine.Brookfield Renewable (BEPC -2.35%) (BEP -2.30%) has a terrific track record of paying dividends. The leading global renewable energy producer has paid them since 2001. It has steadily grown its payout over the years (a 6% compound annual rate), including delivering at least 5% annual growth in each of the last 13 years. The renewable energy dividend stock currently offers a high dividend yield (over 5% compared to less than 1.5% for the S&P 500). Because ...

Brookfield Asset Management is reportedly seeking 9.5 billion euros ($10.6 billion) in debt financing for a potential take-private deal for Grifols SA GRFS, a Spanish pharmaceutical company.In a July regulatory filing, Grifols said that Brookfield Capital has confirmed that it has engaged in preliminary discussions with Grifols’s key shareholders regarding a potential joint offer to delist the company’s shares from the Spanish stock exchanges and NASDAQ.The investment firm has approached banks to secure fun ...

BROOKFIELD, NEWS, Aug. 20, 2024 (GLOBE NEWSWIRE) -- Brookfield Corporation (TSX: BN, NYSE: BN) (“Brookfield” or “the company”) today announced it has received approval from the Toronto Stock Exchange (“TSX”) for the renewal of its normal course issuer bid to purchase up to 10% of the public float of each series of the company’s outstanding Class A Preference Shares that are listed on the TSX (the “Preferred Shares”). Purchases under the bid will be made on the open market through the facilities of the TSX a ...

designer491Brookfield Corp. (NYSE:BN) recently reported results, and we thought it was a good time to check our thesis, and in particular the insurance segment Brookfield Reinsurance (NYSE:BNRE). As a reminder, BN and BNRE are entangled because BNRE shares are exchangeable for BN shares as described here, and they have identical distributions. For this reason, when we write about BNRE we analyze the entire Brookfield Corporation, but with extra focus on the insurance segment, or as it is now called, wea ...

Thomas Barwick/DigitalVision via Getty Images My previous article on Brookfield Infrastructure Partners (NYSE:BIP)(TSX:BIP.UN:CA)(BIPC) was issued right after BIP circulated its Q1, 2024 financials, which provided sufficient basis of new data points for investors to remain bullish here. However, the overall thesis of having a long position in BIP boiled down to the following aspects: Relatively high organic growth through periodic revenue bumps and CPI escalators. Possibility to grow without notable relian ...