ブルックフ-ィルド アセットマネジメント Aに関するコメント

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!
$アメリカン・タワー(AMT.US)$ $ブルックフ-ィルド アセットマネジメント A(BAM.US)$ $デジタル・リアルティー・トラスト(DLR.US)$ $SBAコミュニケーションズ(SBAC.US)$

1. $アリババ・グループ・ホールディング(BABA.US)$ - cheap with high growth, high margins.
2. $オークツリー・スペシャルティ・レンディング(OCSL.US)$ - very high yield with rising earnings & high rates.
3. $バンク オブ アメリカ(BAC.US)$ - still pretty cheap w/ sky-high margins
4. $ブルックフィールド コーポレーション(BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDDホールディングス(PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ - high moat, may sell this one if it ris...

Pre-Market Stock Movers
Gapping up
$マクドナルド(MCD.US)$
(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.)
$ウエストロック(WRK.US)$
(Shares added 6.7% after The Wall Street Journal reported that the company is nearing a me...

Sure, HFs actively trade around positions and what you see might not be completely relevant.
But it's a way to find interesting companies and ideas that you otherwise wouldn't have found.
A thread on this week's major HF 13-F filings ...
1/ Pershing Square Capital
Bill Ackman wasn't fairly active this quarter.
His only move:
• Adding 16.70% to Howard Hughes $The Howard Hughes(HHC.US)$
2/ Chuck Akre: Akre Capital Management
Akre's fund made a ton of moves this past quart...