AMT just cut their dividend by almost -5%, they sold some assets to BAM which is a move i didnt love (ill show you why) and i also go over AMTs AFFO multiple and payout ratio! every important number you want to see! $美國電塔(AMT.US)$$布魯克菲爾德資產管理(BAM.US)$$數字房地產信托公司(DLR.US)$$SBA通信公司(SBAC.US)$
BAM President Connor Teskey expects a very active period of transaction activity in the coming year, with valuations for real assets responding accordingly.
Investors for Paris Compliance believes that Brookfield could improve faith in its net zero targets by enlarging its emission reports and not investing in oil and gas expansion. The firm's head, Mark Carney, stated that reducing a firm's carbon impact is crucial for its market value.
If you’re one of the many people who can’t afford to buy a house these days, forecasters have some welcome news: It’s probably going to get better in 2024, although only by a bit. Where Do Interest Rates Go From Here? 1. Difficult to accurately predict mortgage rates for the next year:Although it's challenging to estimate mortgage rates for the upcoming year, there are indications that they are currently trending downward. 2. Impact o...
Australia's stride towards renewable energy development may be hampered. Furthermore, the privatization of the firm could deny local investors the opportunity to profit from the energy transition, according to AustralianSuper.
With continued fundraising momentum and upcoming notable transactions, Brookfield Asset Management seems likely to meet its $150 billion capital raising target.
Investors urged to consider Brookfield's overall picture and its optimistic strategy to manage BPY's office scenario. Brookfield's position could be fruitful for long-term investors, especially with the highlighted put option.
Pre-Market Stock Movers Gapping up $麥當勞(MCD.US)$ (The fast-food chain gained nearly 1% premarket after Wells Fargo upgraded the stock to overweight from equal weight, saying the company “is firing on all cylinders” when it comes to innovation and that it could see upside in the second half of this year.) $WestRock(WRK.US)$ (Shares added 6.7% after The Wall Street Journal reported that the company is nearing a me...
布魯克菲爾德資產管理股票討論區
$美國電塔(AMT.US)$ $布魯克菲爾德資產管理(BAM.US)$ $數字房地產信托公司(DLR.US)$ $SBA通信公司(SBAC.US)$
2. $Oaktree Specialty Lending(OCSL.US)$ - very high yield with rising earnings & high rates.
3. $美國銀行(BAC.US)$ - still pretty cheap w/ sky-high margins
4. $Brookfield(BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $拼多多(PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $台積電(TSM.US)$ - high moat, may sell this one if it ris...
Where Do Interest Rates Go From Here?
1. Difficult to accurately predict mortgage rates for the next year:Although it's challenging to estimate mortgage rates for the upcoming year, there are indications that they are currently trending downward.
2. Impact o...
Gapping up
$麥當勞(MCD.US)$
(The fast-food chain gained nearly 1% premarket after Wells Fargo upgraded the stock to overweight from equal weight, saying the company “is firing on all cylinders” when it comes to innovation and that it could see upside in the second half of this year.)
$WestRock(WRK.US)$
(Shares added 6.7% after The Wall Street Journal reported that the company is nearing a me...
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