Seeking Alpha

Brookfield Asset Management Inc. (BAM)

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Comments on BAM

  • Bill Ackman says Hovde's analysis of General Growth Properties (GGWPQ.PK) - which led it to... [View news story]
    The "once in a lifetime" buy opportunity was when GGP when was under 50 cents a share. Now it's 9.80.
    Comment by Jason Tillberg
    Dec 22 11:14 am |
    Rating: 0 0
  • General Growth Properties: Two Sides to the Story [View article]
    GGP is interesting b/c its properties are best in class while its balance sheet is worst in class. Investors have flocked to quality for... More »
    Comment by FreeMkts
    Dec 21 17:58 pm |
    Rating: 0 0
  • General Growth Properties: Two Sides to the Story [View article]
    The inability to turn a profit diminishes the discussion of Cap Rates for me. The fact that GGP is generating minimal returns and... More »
    Comment by Pj568
    Dec 21 12:47 pm |
    Rating: +1 0
  • Brookfield Infrastructure Partners: Under-Followed, Under-Appreciated and Cheap [View article]
    I agree with the Old Trader and Fisher. Thanks for putting this one back in my eye. (I have owned it before) A very well-written and... More »
    Comment by ArtfulDodger
    Dec 21 08:17 am |
    Rating: +2 0
  • Brookfield Infrastructure Partners: Under-Followed, Under-Appreciated and Cheap [View article]
    Thanks to the author for a good article, and bringing BIP back on my radar screen. Definitely worth "revisiting" it.
    Comment by Old Trader
    Dec 20 18:51 pm |
    Rating: +1 0
  • Brookfield Infrastructure Partners: Under-Followed, Under-Appreciated and Cheap [View article]
    Excellent article!
    Comment by Alan Fisher
    Dec 20 18:31 pm |
    Rating: +1 0
  • General Growth Properties: Two Sides to the Story [View article]
    The assumption that retail is going to get better when our socialist Government has recently taken on obligations that make each citizen... More »
    Comment by User 423635
    Dec 19 14:12 pm |
    Rating: +1 0
  • General Growth Properties: Two Sides to the Story [View article]
    Todd - As always, great analysis. A few points I would like to clarify: 1) My post was not to peg GGP's equity value. I have no idea... More »
    Comment by Distressed Debt Investing
    Dec 18 23:38 pm |
    Rating: +1 0
  • General Growth Properties: Two Sides to the Story [View article]
    I wish you well on your investment, but I'd strongly consider taking some of your profits. To assume that GGP will get the same cap... More »
    Comment by davidbdc
    Dec 18 18:02 pm |
    Rating: +2 0
  • General Growth Properties: Rebutting the Bears [View article]
    Reggie - You are incredibly intelligent, and your foresight, as well as your analytical talent are unmatched by anyone. Perhaps... More »
    Comment by District Banker
    Dec 18 13:42 pm |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    Liked your analysis. However, it seems to me that if the unsecured debt converts to equity. each share of the diluted "equity" would ... More »
    Comment by Bese
    Dec 18 12:18 pm |
    Rating: 0 0
  • General Growth Properties: Rebutting the Bears [View article]
    The use of cap rates is a good way to value a REIT. However, it is also useful to look at the equity cap rate when making peer to peer... More »
    Comment by REITBull
    Dec 17 20:36 pm |
    Rating: 0 0
  • General Growth Properties: Rebutting the Bears [View article]
    I think you have ignored 2 significant cash expenses:"property management costs" and "G&A". For the 9 months it was 220mil...Annualized... More »
    Comment by Sudhi Analyst
    Dec 17 17:57 pm |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    This is one of the biggest games going on @ Wall St. You have Goldman Sachs & their CNBC puppet & Sam Zell (who's big wig @ EQR : a... More »
    Comment by titans
    Dec 17 17:27 pm |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    I like reits and I own some. Reading this is interesting, but I get somewhat confused. I am holding on to my shares as they have been... More »
    Comment by mredwhinny
    Dec 17 14:20 pm |
    Rating: 0 0