John Hjorth Posted May 27, 2018 Share Posted May 27, 2018 It took them so many years to figure this out?! An analyst with 2 years of work experience on wall st would know this. They are either too stupid and ignorant or they are pretending. Shhh, sleepydragon, - please don't tell anyone! Anecdotal: Scandinavia [understood as Sweden, Norway, Finland and Denmark]: The Mekka of DIY investors: Nordnet Bank AB, as of latest reporting: Total number of accounts [not to be confused with total numbers of customers]: 923,300 [E2018Q1] [link, p. 7]. Total number of accounts connected to Shareville [an investment board run by Nordnet] as of today: 192,332 Shareville accounts holding BAM [NYSE] as of today : 13 Shareville accounts holding BAM.A [TSX] as of today : 10. - - - o 0 o - - - My family and I constitutes a majority [with regard to the number of accounts] being invested into BAM [NYSE]. [because of commisions being lower for our our part [not much though] buying on NYSE in stead of on TSX]. Link to comment Share on other sites More sharing options...
chrispy Posted May 28, 2018 Share Posted May 28, 2018 Amazing how many analysts are on the KKR call and how few are on the Brookfield calls. Link to comment Share on other sites More sharing options...
Uccmal Posted May 28, 2018 Share Posted May 28, 2018 Amazing how many analysts are on the KKR call and how few are on the Brookfield calls. Well Bam isn't likely to hire them.... Sycophants. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 30, 2018 Share Posted May 30, 2018 How $300B Brookfield Built Second-Largest Alts Shop http://fundfire.com/c/1973034/231554/brookfield_built_second_largest_alts_shop?referrer_module=emailffalts&module_order=0&code=WTJGcExteHBia0JrYjJSblpXRnVaR052ZUM1amIyMHNJREV4TWpJNE1USXpMQ0F4TWpZMk9EZ3dNak14 Link to comment Share on other sites More sharing options...
villainx Posted May 31, 2018 Share Posted May 31, 2018 How $300B Brookfield Built Second-Largest Alts Shop http://fundfire.com/c/1973034/231554/brookfield_built_second_largest_alts_shop?referrer_module=emailffalts&module_order=0&code=WTJGcExteHBia0JrYjJSblpXRnVaR052ZUM1amIyMHNJREV4TWpJNE1USXpMQ0F4TWpZMk9EZ3dNak14 Anything especially noteworthy for those unable to access? Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 31, 2018 Share Posted May 31, 2018 How $300B Brookfield Built Second-Largest Alts Shop http://fundfire.com/c/1973034/231554/brookfield_built_second_largest_alts_shop?referrer_module=emailffalts&module_order=0&code=WTJGcExteHBia0JrYjJSblpXRnVaR052ZUM1amIyMHNJREV4TWpJNE1USXpMQ0F4TWpZMk9EZ3dNak14 Anything especially noteworthy for those unable to access? Didn't know this was behind a wall. Here is a pdf of it. FF.pdf Link to comment Share on other sites More sharing options...
chrispy Posted June 1, 2018 Share Posted June 1, 2018 Thanks for sharing fareast. Link to comment Share on other sites More sharing options...
Sharad Posted June 5, 2018 Share Posted June 5, 2018 I don't see it as a crime. Unless the bidding process was flawed in a meaningful way. It's just an opinion piece, not economic/financial analysis. edit: I don't mean to say that the government couldn't have erred. Just that I assume there was a competitive process, and BBU and partners came out ahead. In this forum/case, I care more about my investment via any outrage against politicians. I find it hard to believe that a fair and "competitive process" only fetched 1x EBITDA for these assets plus some other valuable rights. This just doesn't make sense. Well, the deal could sink [Ontario Minister of Finance] Charles Sousa's chances to win his riding, as it has the attention of the NDP: https://globalnews.ca/news/4250949/calls-mount-for-probe-of-wynne-government-casino-contracts-that-smelled-of-backroom-deals/ If the NDP wins a majority, I'd put a 60% probability that they seek to cancel the casino deal (not sure if it's feasible). From the article: In a research note titled “Hitting the lottery,” analysts at Scotiabank said Great Canadian “handily beat estimates based on a materially greater contribution,” from the first two months of operating the Toronto-area casinos. And with the profits produced from these assets, including Woodbine Casino, Great Canadian could pay off its $158-million investment in about six months, according to a financial projection reviewed by Global News. Link to comment Share on other sites More sharing options...
chrispy Posted June 14, 2018 Share Posted June 14, 2018 Today is Investor Day... Hoping we get the dump of presentations and transcripts before the weekend. Link to comment Share on other sites More sharing options...
racemize Posted June 14, 2018 Share Posted June 14, 2018 Today is Investor Day... Hoping we get the dump of presentations and transcripts before the weekend. This is the AGM, not the investor day. I'm not sure if they do any real presentations for the AGM. Link to comment Share on other sites More sharing options...
chrispy Posted June 14, 2018 Share Posted June 14, 2018 Ah, gotcha. Link to comment Share on other sites More sharing options...
cubsfan Posted June 14, 2018 Share Posted June 14, 2018 I think investor day is in September?? (like last year) Link to comment Share on other sites More sharing options...
racemize Posted June 14, 2018 Share Posted June 14, 2018 I think investor day is in September?? (like last year) Yes, I'm planning on going this year. Link to comment Share on other sites More sharing options...
ValueMaven Posted June 15, 2018 Share Posted June 15, 2018 What are the pros and cons of owning BAM vs. buying Partners Value Investment LP? Has anyone looked at this? http://pvii.ca/ Sincerely, VM Link to comment Share on other sites More sharing options...
racemize Posted June 15, 2018 Share Posted June 15, 2018 Pros of Partners: levered BAM results + other stuff that the higher ups of BAM like Cons of Partners: the leverage? illiquid PFIC Link to comment Share on other sites More sharing options...
ValueMaven Posted June 15, 2018 Share Posted June 15, 2018 Awesome!! Thanks!! Link to comment Share on other sites More sharing options...
Uccmal Posted June 15, 2018 Share Posted June 15, 2018 PVI seems nearly impossible to buy. Its hard to tell if its even traded this month, more than once or twice. So, you really have to study what you think its value is, and then determine if the value of the underlying is valued where you would like it as well. BAM and the subs are hard enough to get a handle on. For example, BAM is up 10% over a few days. Why? These guys are continuously moving billions about with various partnerships. Why would this week be any different? Link to comment Share on other sites More sharing options...
ValueMaven Posted June 15, 2018 Share Posted June 15, 2018 What do you mean? Link to comment Share on other sites More sharing options...
Uccmal Posted June 15, 2018 Share Posted June 15, 2018 What do you mean? posted before I was finished. see above for edit. Link to comment Share on other sites More sharing options...
John Hjorth Posted June 15, 2018 Share Posted June 15, 2018 We actually have a nice topic about PVF.UN here on CoBF here, that might be worth your your time, if interested. The topic got molested with holes because a former board member exited CoBF after deleting all own posts though. Link to comment Share on other sites More sharing options...
gokou3 Posted June 15, 2018 Share Posted June 15, 2018 I actually just bought some PVF.un today at $36.xx. I was able to get several orders executed over the past 2-3 months at prices between $32-37. At $36, the MTM (for the major holdings) NAV discount is about 30%. Link to comment Share on other sites More sharing options...
Uccmal Posted June 15, 2018 Share Posted June 15, 2018 I actually just bought some PVF.un today at $36.xx. I was able to get several orders executed over the past 2-3 months at prices between $32-37. At $36, the MTM (for the major holdings) NAV discount is about 30%. Thanks for that Gokou. What kind of volumes, if you mind me asking? Link to comment Share on other sites More sharing options...
gokou3 Posted June 15, 2018 Share Posted June 15, 2018 Hundreds of shares each order. Small portfolio. ;) Link to comment Share on other sites More sharing options...
chrispy Posted June 24, 2018 Share Posted June 24, 2018 Thinking that the terms are favorable due to ATT needing the cash. A good quality way of starting a foundation in data centers https://www.fool.com/investing/2018/06/21/brookfield-infrastructure-partners-lp-expands-furt.aspx Link to comment Share on other sites More sharing options...
racemize Posted June 28, 2018 Share Posted June 28, 2018 does anyone have a recent analyst report for BPY? Would appreciate a PM if so. Cheers! Link to comment Share on other sites More sharing options...
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