Post #55 by rnam on the Brookfield Corporation board

Stocks A to Z / Stocks B / Brookfield Corporation (BN)

Unthreaded | Threaded | Whole Thread (1)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 5

This is an excellent analysis and valuation of BN & BAM by Stephen Frampton on Seeking Alpha. The author had a similar analysis of Amazon.

To sum, BAM is currently priced around $32, and estimated to return around 20% a year into 2027, though its valuation is a little tight relative to BN, which trades at $35, and after consulting two different valuation methods, is also likely to return around 20% from this level, though this estimate is more uncertain than BAM's. Assuming a minimum required rate of return of 15%, conservative fair value of BAM is near $35, and BN $41. Both are quality, growing and at least doubles by 2027, with the ability to be more. A pure value investor may lean more to BN, while other investors may lean towards BAM.

Both Brookfield entities appear ready to return at least 15% annually into 2027, with more upside possible.

https://seekingalpha.com/article/4570708-brookfiel...

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (1)

Prev | Next

Announcements

Brookfield Corporation FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.