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, […]

American Capital Ltd (ACAS)

Summary: American Capital Ltd (ACAS) offers a unique opportunity for non-institutional investors to invest in private equity at a deep discount to its intrinsic value.  It is a company going through a restructuring and appears to be a good opportunity for investors looking for value ideas. It appears in the three valuation cases an acceptable […]

Brookfield Asset Management (BAM)

The current worldwide macroeconomic malaise tends to create opportunities for the contrarian and value investment approach used by Brookfield Asset Management. The investment offers: real assets at a good value; shareholder friendly management; proven performance during challenging times; a strong balance sheet and stable cash flows; asset, geographic and currency diversification. The case can be made for downside protection […]