Brookfield Is Scaling Up - Q2 Earnings Calls And Investment Opportunities

Alexander Steinberg profile picture
Alexander Steinberg


  • BAM and BAMR are attractive due to ongoing business development and the coming spin-off of the asset management business.
  • BIP/BIPC are trading close to their fair value. The commissioning of the Heartland Petrochemical Complex late this year may become a catalyst for the stock.
  • BEP/BEPC are priced high and appear unattractive due to mediocre distribution growth.
  • BBU/BBUC may be held short-term as long as they are trading below their incentive distribution thresholds but are not suitable for buy and hold.

Business concept.Top view of glasses,clock,pen and tablet written with Spinoff on white wooden background.

Mohamad Faizal Bin Ramli

This is a review of recent developments within the Brookfield conglomerate that includes public Brookfield Asset Management (NYSE:BAM), Brookfield Infrastructure (NYSE:BIP) (NYSE:BIPC), Brookfield Renewable (NYSE:BEP) (NYSE:BEPC), Brookfield Business (NYSE:

This article was written by

Alexander Steinberg profile picture
Ph. D. and MBA. I worked in executive/management positions for big US companies, then ran my own business for about 15 years, and upon exiting, turned to full-time investing. I primarily manage my own funds and consult a limited number of friends and clients.

Disclosure: I/we have a beneficial long position in the shares of BAM, BIP, BRK.B, APO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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