Brookfield Renewable Energy Partners (BEP): Protected with Wide Competitive Moats

Brookfield Renewable Partners (BEP) is one of the largest pure play renewable energy companies in the world, with a 100 year history in hydroelectric generation. Their hydro and wind power facilities are in both North and South America, as well as Europe. As both owner and operator, they gain a unique perspective allowing them to […]

Brookfield Asset Management (BAM) 2014 and 4Q Results that Didn’t Miss a Beat

Brookfield Asset Management (BAM): reported [Source] Funds from Operation (FFO), their primary measure of cash flow, was $2.2 billion for 2014 or $3.17/share a decrease of 38% on a per share basis from the previous year of $3.4 billion or $5.14/share when the company recorded an all time record high. For the fourth quarter 2014 (4Q14) […]

Brookfield Asset Management (BAM) 3Q14 Update: Growing Platform of Opportunity

Brookfield Asset Management is a global alternative asset manager with $200 billion in Assets under Management (AUM). They own and operate real assets with a focus on: property, renewable power, infrastructure through listed entities and their asset management franchise. Capital is employed with a long term investment horizon, attention to the business cycles and a […]

Brookfield Asset Management (BAM) 2Q14 Results: Strong Growth Continues

Profile: Brookfield Asset Management is a global alternative asset manager with $192 billion in Assets under Management (AUM). They have a 100+ year history of owning and operating real assets with a focus on property, renewable power, infrastructure and private equity sectors. They invest alongside shareholders and institutional investment partners in high quality, simple to […]

Brookfield Asset Management (BAM) 1Q14 At an Inflection Point

Brookfield Asset Management (BAM): reported [Source] Funds from Operation (FFO) the company’s measure of cash flow, was $492 million for 1Q14 increasing 6% over the 1Q13 quarter level of $387 million excluding realized gains on asset sales. The increase was due to stronger pricing in renewable energy operations and increased asset management fees partially offset by […]

Portfolio Company 1Q14 Earnings Release Schedule

Portfolio Company’s earnings releases and conference calls for the first quarter are coming up and listed below. Genworth Financial, Inc. (GNW): April 29, 2014 Earnings Release; April 30, Conference Call: Genworth Financial, Inc. announced [Source] it would issue its earnings release and financial supplement containing first quarter results after the market closes on April 29, […]

Brookfield Asset Management (BAM) Outstanding 2013 Results

Brookfield Asset Management (BAM): reported [Source] Funds from Operation (FFO), Brookfield’s primary measure of cash flow, was $3.4 billion for 2013 an increase of 149% over the previous year of $1.4 billion and an all-time record high for the company. For the fourth quarter 2013 (4Q13) Funds from Operation was 1 billion for an increase […]

Portfolio Company 4Q13 Earnings Release Schedule

Portfolio Company’s earnings release and conference calls are coming up. I’ll share my perspective after the release and encourage you to read the releases and listen to the conference calls. It is a good way to stay current with your investments and learn about the people running your company. Most calls are recorded and posted on […]

Portfolio Company 3Q13 Earnings Release Schedule

Portfolio Company’s earnings release and conference calls are coming up soon. We are now in the companies self-imposed  ”quarterly quiet period” and sshouldn’t expect a lot of news until the release dates. I’ll share my perspective after the release and encourage you to read the releases and listen to the conference calls. It is a […]

Brookfield Asset Management (BAM) 2Q13 Results; FFO up 192%

Brookfield Asset Management (BAM) reported results [Source] for the second quarter 2013. Funds from Operations (FFO) the primary metric Brookfield uses to measure its performance increased 192% and net income attributable to shareholders increased 67% over the prior year period. It is another excellent quarter following the strong 34% FFO increase reported in the 1Q13. There […]