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Brookfield Asset Management Inc.BAMBUYJul 14, 2015Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
Unfortunately, Brookfield is looking like the old Brascan empire, a plate of spaghetti, where they spin off all these entities, then buy them back and it's hard to keep track of how many there are. That said, BAM and BN-T are grossly undervalued. The market is overreacting to the impact of commercial real estate BN-T, in particular.
BAM and BN-T are the top Brookfield stocks. BAM has huge leverage forward, so much money they manage. The market has been done on this during high interest rates and because of commercial real estate. Yes, some CRE buildings stink and won't do well, but others will be fine. If interest rates stop rising, Brookfield will have a lot of leverage. He's a big believer.
Great company. Had a correction after a pretty nice move, but does appear to be on trend. There is a consolidation from May on which might not be too bad. If probably represents an okay entry point.