Some Brookfield companies have had a bad 12 months (or more!). Many investors wonder if they should sell Brookfield Infrastructure or Brookfield Renewable. Let’s discuss the family’s main dividend-paying companies and see what’s really happening.
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You’ll Learn
- Let’s draw a quick picture of what the Brookfield Family looks like. The parent company, Brookfield Corporation (BN), is good health.
- How could you summarize BN’s most recent quarter results?
- BN owns parts of all the other Brookfield stocks. Is that an advantage or a disadvantage?
- Whose investors are best suited for holding shares of BN? And would Mike buy more?
- All companies trade on the US and Canadian markets. However, they pay their dividend in USD, a thing to consider for investors.
- Then we have Brookfield Asset Management (BAM), of which BN holds 75%. Things have been going well for the alternative asset manager too.
- Is there anything worth mentioning about its most recent quarter?
- What’s the investment thesis for BAM? And would you consider it as a buy?
- Brookfield Renewable has been having a bad 12 months, maybe more. How would you describe the company, which BN owns 47% of?
- How could we explain the underperformance since 2021? Is it only contextual
- Would you buy, sell, or hold BEP?
- Last but not least, we have Brookfield Infrastructure (BIPC). BN owns 27% of BIP, but its price seems to have struggled the most, dropping about 20% since the beginning of 2021. What is BIP about?
- What did Mike think of BIP’s most recent quarterly earnings report?
- A short report about BIP was also issued in late 2023. Does it still impact the stock price? And what was it about?
- So, what’s the investing narrative for BIP? And do you see BIP’s drop as a red signal or a buying opportunity?
- Are there any remaining risks we haven’t discussed yet about investing in Brookfield stocks?
Related Content
We have discussed the short-report made on Brookfield Infrastructure more in-depth in this episode.
Short Selling, Profit Protection, Chowder Rule: What You Need to Know [Podcast]
In 2022, Brookfield separated its asset-light management business as BAM and renamed the parent company, which was called Brookfield Asset Management, to Brookfield Corporation (BN). Here’s an article that highlights the newest kid of the family: Brookfield Asset Management (BAM.TO / BAM).
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