American International Group (AIG) Report for 1Q12

American International Group (AIG) reported earnings after the market close 5/3/12. It is an excellent report as our investment thesis remains on track complimented with strong support from a significant improvement in ongoing core insurance operations. Our thesis is AIG’s management is showing significant progress recapitalizing the company.  We estimate an intrinsic value of about […]

American Capital (ACAS) Reports 1Q12

American Capital LTD (ACAS) reported 1Q12 earnings after the market close 5/1/12 and held the conference call today at 10 CT. It was another good report from ACAS. Our investment thesis remains on track and the only disappointment from last quarter is being addressed. ACAS remains an attractive investment  in my view trading at a […]

Brookfield Asset Management Reports 4Q11

Brookfield Asset Management reported impressive financial and operational performance during 2011. They are well positioned to increase cash flow further and generate increase value through both organic expansion and new initiatives. Our investment thesis remains intact. Some specifics: BAM’s estimated intrinsic value of the business increased to $40.99/share year end 2011 from $37.93/ share the […]

Brookfield Infrastructure (BIP) Reports Solid Performance

Brookfield Infrastructure Partners L.P (BIP) (a spinoff of Brookfield Asset Management BAM) reported earnings today. It was a solid performance. You may recall BAM owns 30% of BIP and this performance should have a positive impact on BAM’s earnings to be released on 2/17/2012. BIP Profile (per filings): Brookfield Infrastructure owns and operates high quality, […]