Three buys in the Real Money Portfolio this week, including two new stocks... plus we join the "is it a bubble" discussion already in progress...
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Friday File: Sweet Times
Friday File: Brookfield, WESCO, Pershing and China
Friday File: Best of 2023
Checking out the best buys in the Real Money Portfolio over the past year... what can we learn from them?
9 Comments Read MoreFriday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
An early Thursday File this week, thanks to the holiday... more in the ongoing adventures of the Real Money Portfolio
12 Comments Read MoreFriday File: Buying a Couple Disappointments (plus quarterly updates galore)
Friday File: Buffett, Burry and Brookfield
Friday File: Bargains and Busts as Earnings Season fades
Two weeks of catch-up -- so we've got Two Sells, Two add-on buys, and a new entry in the $100K Lock Box Portfolio
23 Comments Read MoreFriday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Answers: “This ‘Weird AI Enabler’ Just Boosted Its Dividend for the 21st Time in 19 Years…” (“AI Payouts” tease from Jim Pearce)
Friday File: Moving up in Quality
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Friday File: What’s up with this Bonkers Banking Week?
Some thoughts on banking and other rate-sensitive businesses, as cracks begin to widen... plus one sell and one buy in the Real Money Portfolio
15 Comments Read MoreFriday File: Hits and Misses on the Earnings Front
Updates on TTD, WCC, ROKU, SHOP, TOST and KNSL... plus Teqnion, Munger and more...
14 Comments Read MoreFriday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Updates from some of our Real Money Portfolio companies, including a little buying and a speculative bet... and some ranting about AI Mania
9 Comments Read MoreFriday File: Nibbling on High Yields
Friday File: What To Do With Brookfield?
It’s not a pretty week, even if you ignore our wintry mix of ugly weather here in New England. We’re getting more news about relatively weak retail sales this holiday season, along with persistent but declining inflation and another interest rate increase from the Federal Reserve. As was quite clearly telegraphed in recent weeks, the […]
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Good ones to think about, thanks -- there's a whole world of adjustable preferreds that reset their rates, which, as you...
Brookfield companies have done well for me, but it's always been hard to get one's head around the changing corporates s...
I generally prefer BAM to the individual funds, just because they get paid to manage the money in those funds (and in th...
Hi Travis!Thanks for another great post!I was wondering if you have any thoughts on Brookfield Renewables, as op...
@travis, thanks for the super analysis, as usual. I love BAM and BN, and lately also been looking into OWL. The later is...
Can confirm, my Vanguard Roth reinvests my BAM dividends for me....
I was surprised to discover that Schwab does not permit reinvesting dividends in BAM or BIP. I emailed BAM and got this ...
Good questions. I haven't looked at the details of the infrastructure funds, mostly because I prefer the manager (BAM) a...
BN owns shares of all of its investment funds. They earn money from the distributions those funds make and from capital...
Does anyone else hold Brookfield stock in a Schwab account? It's been a week since the spinoff, and Schwab still shows t...
Hi Travis, In which account do you recommend holding BAM, taxable or tax deferred Thanks...
BN seems to be getting better analyst evaluation than BAM....
Exemplary analysis, Thanks! I was leaning toward adding to my BAM spinoff, too....