Brookfield’s Shareholder Letters Highlights - Patreon Only Video th-cam.com/video/6Yvh-EyLoGI/w-d-xo.html Get access to my portfolio & more content by joining my Patreon! www.Patreon.com/DanielPronk join thousands of investors who have improved their returns with Stock Unlock: www.stockunlock.com Get my book, The Fundamentals of Investing on Amazon! a.co/d/fENqwg2
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 3 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 3 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
@@lowcostfresh2266 Her name is Annette Marie Holt . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Right now, I have no idea where the stock market is going. My roughly $85k portfolio is not growing by more than 5%, and others are forecasting a disaster.
I used to doubt the value of a financial advisor until my wife's company assigned her an investment adviser in 2020. Honestly, it’s been the best financial decision I’ve made. It helped tremendously; I went from barely making any profit to having a well-diversified portfolio that has grown significantly,
My CFA is Karen Marie Gendron, a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Biggest lesson i learnt in 2024 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear that you saved me from huge financial debt with just a small Investment, thank you Jihan Wu you're such a life saver
Perfect, I really like longer videos like this one where we get a bit more in depth. I will look forward to watching the BN shareholder letters video next. Thanks a lot.
Market is down still, I've been looking up strategies and apparently both bull and bear market condition provides equal avenue to accrue massive gains, and a news article particularly mentioned a 54 year old that made $180k in 5weeks, how do I learn these strategies, my portfolio has been stagnant for months.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
if you need Daniels to have at least 30% up, you are doing something wrong. Ditch the dependency and build your own system. This guy like all of the noise out there is making money from youtube, you are his product. What's your income?
Thanks for the update, keep up the good work. Learned a lot from my market journey, especially the importance of living within one's means. With Leila Cato’s guidance, my nest egg has grown to a 7-figure sum. My advice - get an analyst for better financial trade decisions and peace of mind
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Leila ’s insights. It's akin to finding a diamond in a coal mine.
To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Kenneth Barnett Durham focuses on Multi-asset trading, a single strategy to manage risk , profit, and the code or the actual decision -making across multi-asset classes. Her skills set is top notch.
To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Kenneth Barnett Durham focuses on Multi-asset trading, a single strategy to manage risk , profit, and the code or the actual decision -making across multi-asset classes. Her skills set is top notch.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
Daniel, thanks for sharing your knowledge. I want also mention that English is not my first language but the way you explain , your pronunciation, how you prepare make me understand close to 100% of what you say. Super work Daniel . Thanks again
I’m a god of devaluation, I buy it and it goes down! Why I can't make earnings is beyond me. It can be annoying how volatile the market is. How can I ride this fresh wave of all-time highs without getting burned again with $450k set aside to get fully invested this year?
I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Elise Robinson for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Brooke Grace Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..
Ms harriet understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch
hello from norway I'm retired at 47, went from Grass to Grace. This here reminds me of my transformation from a nobody to good home, honest wife,$35k biweekly and a good daughter full of ❤ I’m forever grateful harriet dixson
I've held 3 Berkshire Hathaway Class A shares since the mid-90s at around $17,000 each. Now, I'm selling some to buy growth stocks. With market volatility, should I reinvest in gold instead?
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.
Is the stock market getting better or this some election time manipulation to entice new investor? My portfolio has done well all year, but now I’m feeling the pinch. My returns have dropped significantly by 6%, and the market’s all over the place. What do i do?
Over $6 trillion is in money markets earning high interest, but Fed rate cuts will push this money into equities. A crash/recession can be discussed after that shift. My financial advisor has helped me understand the market, gaining 25% this year under her guidance.
I’ve managed my investment portfolio for 10 years. Initially, it performed well, but recently, it has been losing money. I need to find a way to stop these losses and start seeing growth again. How can i reach this advisor?
I have worked with a few financial advisors before now but i ultimately settled for Sonia Nunes Demelo. She is SEC regulated and licensed in US. You can easily look her up
That was all clear, I was hesitating between BAM and BN for the last year and a half, since i'm more a dividend growth investor. And I agree, owning BN is better, because indirectly, you own 73% of bam, wich is more that I will ever able to own by my own.
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸 also paid for my son's surgery (Oscar). Glory to God.shalom.
Good day all👍🏻 from Australia 🇦🇺. I have read a lot of posts that people are very happy with the financial guidance she is giving them ! What way can I get to her exactly ?
All BN's numbers looks beautiful, however, it is hard to understand its financial statements. The 2023 EPS including NON-controlling interests is $1.69, but excluding is just $0.61 diluted. Fair value change of asset in 2023 is 1,396 millions, while net income attribute to shareholders is just 1,130 millions. Therefore, cash flow from operation is negative. Can anyone explain these? Thank you
Hi Daniel, thanks for another great and informative video! I have a question that's been on my mind for a while regarding the P/E ratios of BAM and BN. I use StockUnlock to analyze companies, and as of today, it shows a P/E of around 48 for BAM and about 90 for BN. However, in several of your videos, including this one, you reference much lower P/E values for both companies. For instance, in this video, you mention a P/E of 34 for BAM and half of that for BN. Could you clarify the reasons behind these discrepancies with StockUnlock? Thanks in advance!
7:10 I kinda want to push back on the 25 earnings multiple you used. BAM presents a relatively very consistent high growth option for income seekers, and as you mentioned in the video it has a super clean balance sheet which makes it pretty safe. That combination of safety, good yield and expected growth makes BAM kind of a unicorn. Time will tell, but I think that actually makes the 30+ multiple warranted. Always love to hear your thoughts on all things Brookfield, great video again! BN has recently jumped to my #1 holding after its recent run up, and I’m quite happy with that.
when it comes to stocks, you’re way more knowledgable than me, and additionally, you’ve closely paid attention to both these tickers for a long time now. You probably know whats best for your portfolio, and I’m sure you’ve already considered various strategies of how to execute this idea. I appreciate how you communicate it, even though I don’t have Brookfield, because what’s best for you, isn’t best for everyone (even when it actually is best for you). And I do hope you won’t limit your decisions based on what your community thinks, because sometimes, the best decisions require a lot of contextual knowledge that might not be easy to put in a video
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
This is still a window-shopping market. But there are a lot of intriguing stocks to watch from a variety of sectors. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on
Thank you for the lead, curiously searched the web with his full name and spotted his consulting page. Just sent him an email, hoping he gets back to me soon
This is a very well put together investment thesis Daniel, I work for one of the BUUK companies and can confirm that the growth is real! BN is also my largest position!
Thanks for sharing your insights on this. When you calculated the net asset value of BN, you considered the current inflated value of the companies it owns, which could make BN look better. Otherwise I appreciate your content, learning a lot.
Most times it amazes me greatly the way i move from an average lifestyle to earning €45k day trading, utter shock is the word, i have understood a lot in the past few years to doubt that opportunities about in the financial markets, the only thing to know is where to focus all thanks to my coach ❤❤
I bought BN when I started investing because I liked your thesis and your analysis seemed solid to me. For half of a year it did nothing, but now it has started to grow and it is actually my biggest % gainer so far. So thank you for that.
It also made me quite bullish to learn that they have a stake on nuclear fission plants, as I have always been a big proponent of fission as a way to quickly decarbonize the electric net. So this align with my values, and it seems to be a good investment, that is why I invested.
Great info, always enjoy your videos as you are a great teacher! BUT.... (And this is a big but)... The stock assets of BN shouldn't be added in at full value. They should be added as NAV Net Asset Value. Using stock price as the basis distorts the value of BN upwards.
I can tell you are really wrestling with this. For those who are building dividend portfolios for either income or retirement income, holding BAM long term is wise. Like you, if they are young, then it isn't necessarily the best place to park your money as it isn't a growth company. It is still a good investment, not worthy of a large % of any portfolio, especially going forward as it projects to gain 10% a year which is the average market gain over time. You be you. Trust yourself, you are a very good investor. I like that you aren't rushing things. Peace is a good indicator it is time to buy/ sell, especially when you have done all the research and done the reasons for and reasons against. The good news is you don't have to make a major life changing decision in the midst of crisis. You don't have one of those going on right now in your investment of BAM. Blessings.
This kind of valuation work is so entertaining for me. Love to see it. Pricing a stock can help us see what the market may pay for it later, but hidden value is only ever identified in valuation work like this, not in pricing. 💪🔥👏👏👏👏
I am wondering why you use "562 million" for BAM and "5100" for BN in the Most Recent Metric Override and where these numbers are coming from as that doesn't match up with the current free cash flow?
80% stocks 20% cash. I plan to take advantage of the s&p 500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large $5m stock/bond portfolio for substantial gains at minimum risk of inflation.
I believe that diversifying your investments is the safest way to handle it. One way to lessen the effects of a market crisis is to distribute investments over a variety of asset classes, such as international equities, bonds, and real estate. It's critical to look for expert advice.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Hey man, what do you think about BIP(C) and BEP(C) currently? I think they offer a nice value proposition from the stock perspective. Of course, they are owned by BN and BN and BAM will grow faster than them, but total gains on a stock are not based on the business performance only, they also come from where you bought the business at. Any thoughts on those operating businesses?
Unfortunately, not all of us were financially literate early, I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but l'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling! Thanks Brooke Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I kind of interpret many post on here as acknowledging that we're reaching a market peak, in general, which is a well-supported thesis, and so if you've been sitting back chill while the gains roll in because bull market, well, time for traders to stay sharp, many are expecting volatility, probably a sharp downturn, smart traders should check their risk management is in shape, time to pay attention. The timing of his post vs what I know about the market supports that well enough. But yeah, the post could mean anything.....managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
I think BN has far _less_ risk because it's valued more cheaply and it has a $20B+ carried interest cushion you're getting for free at current valuation
Daniel, how about BIP(C) and BEP(C)? I realize the businesses will grow slower than BN and BAM, but they are also more attractively priced now. Almost 12% FCF yield for BEPC! Dividend yields are higher and distributions are still growing above the rate of inflation. Again, slower than BN and BAM, but the tickers are also cheapter. I think one should factor in not only the potential upside of the company as such, but especially the upside of the stock. Why do you avoid these operating businesses? Thanks!
As a Brookfield shareholder, I would be very wary of such easy growth in the insurance market. They don’t have a long history of writing policies, and with such high growth rates, it’s a little strange to see such a low multiple. I wonder how much risk they’re taking and whether it’s sustainable.
Exactly. I could create an insurance company and start writing numerous policies for cheap when the market is right but when big premiums would suddenly be needed, would BN have the Berkshire level cash to sustain it. I like BN no doubt, but I'd choose my bet rather carefully or atleast be a little skeptical.
Found your channel today, I'm absolutely loving it. Considering an entry in BN. I did see your other video on it and it definitely is an intriguing business.
O bought bam ar 40,95 And BN at 43,4 thanks to you Daniel. Guess i’m gonna Keep buying some more BN 😊. Btw, could we get your input on CNI? I would love to hear your thoughts on it
I was hoping for some in-depth analysis of BAM and BN, like whether they can generate their projected high growth rates, and the actual value of assets under management. That is worthy of analysis, this is a surface level reading of their shareholder letter. If this is the level of analysis and investing knowledge offered (reading documents), then it's just another want-to-be investor trying to earn ad revenue. By his analysis, Enron would have been a great investment.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her.
Hello Daniel. You've recently answered my questions about Graham's and Lynche's valuation methods. I struggle with finding the "intrinsic value" and a fair margin of safety when choosing stocks. Do you have any courses/videos on this kind of subject matter?
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You talked a lot about company projections, and it is great if these projections are met. However, you didn't discuss risks for either BAM or BN. What can go wrong?
Thanks Daniel! Just curious, wouldn't some of your other holdings be better buys right now? Like Amazon and Alibaba? I can see Brookfield is undervalued thanks to your video, and thank you for the analysis! It's interesting to see how you go about it. Is it currently providing the best opportunity of all your holdings though? I am curious, why are you considering selling BAM for BN and not another one of your holdings?Do you think BN have a better chance of meeting their projections than your other holdings or something? Thanks.
Sorry ,I have a question. Do you mean the share price will increase %20,6 per year even if we buy now ($54 ). Or if we buy as the $54*(25/34)=$39,7 . 25 is your estimated PE ratuo. 34 is current PE ratio. Thanks in advance for your kind response.
I've bam, bip, bep. Since watching always seemed you were bullish on bn, didn't know until now as well bam. First purchased earlier this year, up like 30%. So bn is a much better buy, even after as well factoring in the div? Thanks Daniel
You don't value a company purely based on the stock price of its holdings. Those prices fluctuate every day. There is a thing called book value. Why do companies usually use book value rather than market value?
Daniel, your overthinking long term investing. Park BN and BAM permanently and compound both investments long term. It's not more complicated than that.
Could you please review SIRI? Warren Buffet has been adding shatters of this stock. It is hard to evaluate the company as there was merger and reverse stock split
Its sounds like a no brainer switch, since you will still own bam through bn, the upside is higher there and you dont pay taxes on the switch. Will you still not pay taxes if bam eg doubles in 5 years?
Sounds like you know the answer, you just don't like the answer. You're young, sell BAM and go with the growth BN. An investor's greatest weakness...Emotion.
I'm a big Brookfield fan myself. And it makes me excited about the future. Both because I think Brookfield is doing some positive things and they are making me money. It sounds like I am in a different position than you Daniel. I kind of like, maybe even need, BAM's dividends. Thanks to you I bought in early, and the yield on cost is good, and hopefully getting better. But, the shareholder presentation you have summarized makes a pretty compelling case for BN or BMT. If I get a chance, I might try to pick up a few. Anyway, thanks Daniel! Love your Brookfield videos! Love your videos! I look forward to the next one!
I’m not sure you calculated Brookfield's market cap correctly. We probably shouldn’t just consider the market cap of BN, but also the market cap of BNT, which is a “paired entity” to Brookfield Corporation. So, BNT shares are part of the same company and give investors an alternative, efficient option. What do you think?
![KRK - ชนิสรา Ft.WanMai , N/A [Official MV] Prod. By Sakarin](http://i.ytimg.com/vi/C-WMwwYobcU/mqdefault.jpg)
Brookfield’s Shareholder Letters Highlights - Patreon Only Video
th-cam.com/video/6Yvh-EyLoGI/w-d-xo.html
Get access to my portfolio & more content by joining my Patreon!
www.Patreon.com/DanielPronk
join thousands of investors who have improved their returns with Stock Unlock:
www.stockunlock.com
Get my book, The Fundamentals of Investing on Amazon!
a.co/d/fENqwg2
hi Daniel what do you think about OWL? For me seems cheaper than BAM and with more growth ahead
Hi Daniel, with earnings now released, are you still buying BAM and BN? Do they still represent fair value to you? Thanks.
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 3 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 3 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
@@hasede-lg9hj my partner’s been considering going the same route, could you share more info please on the advisor that guides you.
my partner’s been considering going the same route, could you share more info please on the advisor that guides you.
@@lowcostfresh2266 Her name is Annette Marie Holt . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Right now, I have no idea where the stock market is going. My roughly $85k portfolio is not growing by more than 5%, and others are forecasting a disaster.
i'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market
I used to doubt the value of a financial advisor until my wife's company assigned her an investment adviser in 2020. Honestly, it’s been the best financial decision I’ve made. It helped tremendously; I went from barely making any profit to having a well-diversified portfolio that has grown significantly,
I’ve been worried sick about the current state of my portfolio, who is your advisor?
My CFA is Karen Marie Gendron, a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Just ran an online search on her name and came across her website, pretty well educated. thank you for sharing.
Scammers trying to infiltrate every stock channel
bots talking to each other while thanking an imaginary person. I remember when they used to fill up IG comments.
Report them as spam. That's what I do.
Biggest lesson i learnt in 2024 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
Could you kindly elaborate on the advisor's background and qualifications?
Just research the name Sonia Nunes Demelo. You’d find necessary details to work with a correspondence to set up an appointment.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
Hit 250k today. Appreciate you for all the knowledge and nuggets you had thrown my way over the last months. Started with 24k in August 2024..,
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear that you saved me from huge financial debt with just a small Investment, thank you Jihan Wu you're such a life saver
Waking up every 10th of each month to £210,000 it’s a blessing to I and my family… Big gratitude to this same Jihan Wu🙌
That's exactly his name (Jihan Wu ) so many people have recommended highly about him and am just starting with him 😊from Brisbane Australia🇦🇺
Perfect, I really like longer videos like this one where we get a bit more in depth. I will look forward to watching the BN shareholder letters video next. Thanks a lot.
me too!
Thanks, I'm up 70%+ on BAM. Also, up ~50% on another stock you mentioned. Lov u :)
Market is down still, I've been looking up strategies and apparently both bull and bear market condition provides equal avenue to accrue massive gains, and a news article particularly mentioned a 54 year old that made $180k in 5weeks, how do I learn these strategies, my portfolio has been stagnant for months.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
Please can you leave the info of your investment advisor here? I’m in dire need for one.
Up 30% on BAM & NVDIA. Thanks to Daniel my portfolio is looking healthy. Both BAK & NVDIA are battling for the top spot each day.
if you need Daniels to have at least 30% up, you are doing something wrong. Ditch the dependency and build your own system. This guy like all of the noise out there is making money from youtube, you are his product. What's your income?
Awesome Job Daniel!!
Thanks for the update, keep up the good work. Learned a lot from my market journey, especially the importance of living within one's means. With Leila Cato’s guidance, my nest egg has grown to a 7-figure sum. My advice - get an analyst for better financial trade decisions and peace of mind
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Leila ’s insights. It's akin to finding a diamond in a coal mine.
To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Kenneth Barnett Durham focuses on Multi-asset trading, a single strategy to manage risk , profit, and the code or the actual decision -making across multi-asset classes. Her skills set is top notch.
To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Kenneth Barnett Durham focuses on Multi-asset trading, a single strategy to manage risk , profit, and the code or the actual decision -making across multi-asset classes. Her skills set is top notch.
I love how you mentioned the biggest crook of them all, Kenneth Barnett Durham
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
Thanks for your sharing. I got into BN becos of your sharing. Keep up the great job.
Daniel, thanks for sharing your knowledge. I want also mention that English is not my first language but the way you explain , your pronunciation, how you prepare make me understand close to 100% of what you say. Super work Daniel . Thanks again
Agreed!!
aistockadvisor AI fixes this. Brookfield Stock Skyrocketing: Actionable Insights
I’m a god of devaluation, I buy it and it goes down! Why I can't make earnings is beyond me. It can be annoying how volatile the market is. How can I ride this fresh wave of all-time highs without getting burned again with $450k set aside to get fully invested this year?
I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
This sound interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Elise Robinson for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Brooke Grace Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Waking up every 14th of each month to $210,000 it’s a blessing to I and my family… Big gratitude
I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..
Assets that can make you rich
*FX
*Btcoin
*Stocks
*Gold
*Real estate
Ms harriet understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch
hello from norway I'm retired at 47, went from Grass to Grace. This here reminds me of my transformation from a nobody to good home, honest wife,$35k biweekly and a good daughter full of ❤ I’m forever grateful harriet dixson
SHE'S MOSTLY ON TELEGRAMS, USING THE USERNAME .
Thanks Daniel, I had asked on a previous video and you delivered some great insights!
I've held 3 Berkshire Hathaway Class A shares since the mid-90s at around $17,000 each. Now, I'm selling some to buy growth stocks. With market volatility, should I reinvest in gold instead?
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.
pls how can I reach this expert, I need someone to help me manage my portfolio
*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I’ve just looked up her full name on my browser and found her webpage, very much appreciate this
I own both and have a similar thought process here - Not currently adding more to BAM but continue to buy BN every week.
I would also just hold bam and add BN
Is the stock market getting better or this some election time manipulation to entice new investor? My portfolio has done well all year, but now I’m feeling the pinch. My returns have dropped significantly by 6%, and the market’s all over the place. What do i do?
IMO this rate cut will a create new buying opportunity, but given the current market uncertainty, have you considered consulting a fiduciary advisor?
Over $6 trillion is in money markets earning high interest, but Fed rate cuts will push this money into equities. A crash/recession can be discussed after that shift. My financial advisor has helped me understand the market, gaining 25% this year under her guidance.
I’ve managed my investment portfolio for 10 years. Initially, it performed well, but recently, it has been losing money. I need to find a way to stop these losses and start seeing growth again. How can i reach this advisor?
I have worked with a few financial advisors before now but i ultimately settled for Sonia Nunes Demelo. She is SEC regulated and licensed in US. You can easily look her up
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
This was a great breakdown!
That was all clear, I was hesitating between BAM and BN for the last year and a half, since i'm more a dividend growth investor. And I agree, owning BN is better, because indirectly, you own 73% of bam, wich is more that I will ever able to own by my own.
Solid breakdown!!
Excellent video, many thanks
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
wow this awesome 👏 I'm 47 and have been looking for ways to be successful, please how??
It's Lisa Annette Robinson doing, she's changed my life.
I do know Ms. Lisa Annette Robinson , I also have even become successful....
After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸 also paid for my son's surgery (Oscar). Glory to God.shalom.
Good day all👍🏻 from Australia 🇦🇺. I have read a lot of posts that people are very happy with the financial guidance she is giving them ! What way can I get to her exactly ?
All BN's numbers looks beautiful, however, it is hard to understand its financial statements. The 2023 EPS including NON-controlling interests is $1.69, but excluding is just $0.61 diluted. Fair value change of asset in 2023 is 1,396 millions, while net income attribute to shareholders is just 1,130 millions. Therefore, cash flow from operation is negative. Can anyone explain these? Thank you
Hi Daniel, thanks for another great and informative video! I have a question that's been on my mind for a while regarding the P/E ratios of BAM and BN.
I use StockUnlock to analyze companies, and as of today, it shows a P/E of around 48 for BAM and about 90 for BN. However, in several of your videos, including this one, you reference much lower P/E values for both companies. For instance, in this video, you mention a P/E of 34 for BAM and half of that for BN. Could you clarify the reasons behind these discrepancies with StockUnlock?
Thanks in advance!
New here and tbh loved watching this video with you‘re reasoning. Thank you very much Daniel for sharing your thoughts!!
Great video and exceptional quality of analysis here. Thank you for sharing your thoughts on this,
7:10 I kinda want to push back on the 25 earnings multiple you used. BAM presents a relatively very consistent high growth option for income seekers, and as you mentioned in the video it has a super clean balance sheet which makes it pretty safe. That combination of safety, good yield and expected growth makes BAM kind of a unicorn. Time will tell, but I think that actually makes the 30+ multiple warranted.
Always love to hear your thoughts on all things Brookfield, great video again! BN has recently jumped to my #1 holding after its recent run up, and I’m quite happy with that.
when it comes to stocks, you’re way more knowledgable than me, and additionally, you’ve closely paid attention to both these tickers for a long time now. You probably know whats best for your portfolio, and I’m sure you’ve already considered various strategies of how to execute this idea. I appreciate how you communicate it, even though I don’t have Brookfield, because what’s best for you, isn’t best for everyone (even when it actually is best for you). And I do hope you won’t limit your decisions based on what your community thinks, because sometimes, the best decisions require a lot of contextual knowledge that might not be easy to put in a video
Brookfield announced changes to the ownership of the asset management business on Oct 31. Would be great if you did a video on this!
I swapped my bam for bn a few months ago because I agree with that disconnect in valuation
Awesome video!
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
This is still a window-shopping market. But there are a lot of intriguing stocks to watch from a variety of sectors. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on
That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?
Gabriel alberto william is the licensed advisor I use. Just research the name. You’d find necessary details to work with.
Thank you for the lead, curiously searched the web with his full name and spotted his consulting page. Just sent him an email, hoping he gets back to me soon
Thanks for the research, Daniel. Would be interesting to have your analysis on Brookfield Renewables as well!
This is a very well put together investment thesis Daniel, I work for one of the BUUK companies and can confirm that the growth is real! BN is also my largest position!
Thanks Daniel for that valuable info. Much appreciated. Cheers
Thanks for sharing your insights on this. When you calculated the net asset value of BN, you considered the current inflated value of the companies it owns, which could make BN look better. Otherwise I appreciate your content, learning a lot.
Most times it amazes me greatly the way i move from an average lifestyle to earning €45k day trading, utter shock is the word, i have understood a lot in the past few years to doubt that opportunities about in the financial markets, the only thing to know is where to focus all thanks to my coach ❤❤
Ohh yeah, that was possible with the help of my Guru Layla zoe ❤️❤️❤️
She's a licensed broker and successful entrepreneur from the state.
The best strategy is starting with a professional coach, as a beginner who knows little or nothing in the market to avoid losing out
You don't have to be amazed, she's one of the finest portfolio managers in the field, She's widely recognized
So nice to see Layla zoe talked about here, her good works are speaking already.
Excellent overview of bam and bn!
Great video as usual, very few would tell the truth about their bags being fair or overvalued, cheers.
I bought BN when I started investing because I liked your thesis and your analysis seemed solid to me. For half of a year it did nothing, but now it has started to grow and it is actually my biggest % gainer so far. So thank you for that.
It also made me quite bullish to learn that they have a stake on nuclear fission plants, as I have always been a big proponent of fission as a way to quickly decarbonize the electric net. So this align with my values, and it seems to be a good investment, that is why I invested.
If you are convinced about your investment thesis in a business, half a year of no gains is still a short period of time. It's good that you held on!
Great info, always enjoy your videos as you are a great teacher!
BUT....
(And this is a big but)...
The stock assets of BN shouldn't be added in at full value.
They should be added as NAV Net Asset Value.
Using stock price as the basis distorts the value of BN upwards.
I can tell you are really wrestling with this. For those who are building dividend portfolios for either income or retirement income, holding BAM long term is wise. Like you, if they are young, then it isn't necessarily the best place to park your money as it isn't a growth company. It is still a good investment, not worthy of a large % of any portfolio, especially going forward as it projects to gain 10% a year which is the average market gain over time. You be you. Trust yourself, you are a very good investor. I like that you aren't rushing things. Peace is a good indicator it is time to buy/ sell, especially when you have done all the research and done the reasons for and reasons against. The good news is you don't have to make a major life changing decision in the midst of crisis. You don't have one of those going on right now in your investment of BAM. Blessings.
This kind of valuation work is so entertaining for me. Love to see it. Pricing a stock can help us see what the market may pay for it later, but hidden value is only ever identified in valuation work like this, not in pricing. 💪🔥👏👏👏👏
Can you look to EQB vs BN based on who has the greater long term growth potential?
Great video, thanks Daniel!
I am wondering why you use "562 million" for BAM and "5100" for BN in the Most Recent Metric Override and where these numbers are coming from as that doesn't match up with the current free cash flow?
80% stocks 20% cash. I plan to take advantage of the s&p 500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large $5m stock/bond portfolio for substantial gains at minimum risk of inflation.
I believe that diversifying your investments is the safest way to handle it. One way to lessen the effects of a market crisis is to distribute investments over a variety of asset classes, such as international equities, bonds, and real estate. It's critical to look for expert advice.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Fantastic! That sounds wonderful. How can I get in touch with your financial supervisor?
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Thank you for the update!
Thank you for your hard work Daniel. You add a lot of value to
Can you do a video on HDIV? would that be a good use of TFSA space for the long term?
What is the entry point for BN now?
Thank you
I sold a lot of my BAM and bought BN.
Hey man, what do you think about BIP(C) and BEP(C) currently? I think they offer a nice value proposition from the stock perspective. Of course, they are owned by BN and BN and BAM will grow faster than them, but total gains on a stock are not based on the business performance only, they also come from where you bought the business at. Any thoughts on those operating businesses?
Unfortunately, not all of us were financially literate early, I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but l'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling! Thanks Brooke Miller.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
she's mostly on Instagrams, using the user name
Thank Dan....solid analysis. Can you please come up with a great stock under $20? I know you did for HIMS few weeks ago
Thanks Pronky
I kind of interpret many post on here as acknowledging that we're reaching a market peak, in general, which is a well-supported thesis, and so if you've been sitting back chill while the gains roll in because bull market, well, time for traders to stay sharp, many are expecting volatility, probably a sharp downturn, smart traders should check their risk management is in shape, time to pay attention. The timing of his post vs what I know about the market supports that well enough. But yeah, the post could mean anything.....managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Sandy Barclays program is widely available online..
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Sandy gave me the autonomy I need to learn at my own pace and ask questions when I need to she’s so accommodating.
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
Recession are unavailable part of the economic cycle, all you can do is prepared for them and plan accordingly.
Great video! Love BN
bam has a lot more runway to go. BN may have more risk. I am going to hold BAM, I think it is way under valued and has more upside.
I think BN has far _less_ risk because it's valued more cheaply and it has a $20B+ carried interest cushion you're getting for free at current valuation
Hi, where did you get the Most Recent Metric Override (Advanced) number of 5100? My DCF shows it as -12860.
Daniel, how about BIP(C) and BEP(C)? I realize the businesses will grow slower than BN and BAM, but they are also more attractively priced now. Almost 12% FCF yield for BEPC! Dividend yields are higher and distributions are still growing above the rate of inflation. Again, slower than BN and BAM, but the tickers are also cheapter. I think one should factor in not only the potential upside of the company as such, but especially the upside of the stock. Why do you avoid these operating businesses? Thanks!
How do these compare to BEPC?
Big jump there recently
Hey can you refresh this video with the current trend
As a Brookfield shareholder, I would be very wary of such easy growth in the insurance market. They don’t have a long history of writing policies, and with such high growth rates, it’s a little strange to see such a low multiple. I wonder how much risk they’re taking and whether it’s sustainable.
Exactly. I could create an insurance company and start writing numerous policies for cheap when the market is right but when big premiums would suddenly be needed, would BN have the Berkshire level cash to sustain it. I like BN no doubt, but I'd choose my bet rather carefully or atleast be a little skeptical.
Daniel, I'd love to hear your analysis on TGLS, it's a really interesting company
Found your channel today, I'm absolutely loving it. Considering an entry in BN. I did see your other video on it and it definitely is an intriguing business.
Great job explaining the difference between BAM and BN. Thanks!
O bought bam ar 40,95
And BN at 43,4 thanks to you Daniel. Guess i’m gonna Keep buying some more BN 😊. Btw, could we get your input on CNI? I would love to hear your thoughts on it
Thanks Daniel for your hard work. Your Patreon is Great!!!!
I was hoping for some in-depth analysis of BAM and BN, like whether they can generate their projected high growth rates, and the actual value of assets under management. That is worthy of analysis, this is a surface level reading of their shareholder letter. If this is the level of analysis and investing knowledge offered (reading documents), then it's just another want-to-be investor trying to earn ad revenue.
By his analysis, Enron would have been a great investment.
How can I reallocate the $400k in my investment portfolio to capitalize on market volatility?
You should better diversify your portfolio to defensive assets. If you don’t have good experience you should consult with a fiduciary
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
I could really use the expertise of this advsors
Her name is ‘Stacy Lynn Staples. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her.
Hello Daniel. You've recently answered my questions about Graham's and Lynche's valuation methods. I struggle with finding the "intrinsic value" and a fair margin of safety when choosing stocks. Do you have any courses/videos on this kind of subject matter?
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Michelle Stewart too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Nice video
I Like Both!
You talked a lot about company projections, and it is great if these projections are met. However, you didn't discuss risks for either BAM or BN. What can go wrong?
What about BIP?
Does BN gives K-1 or 1099 form?
Thanks Daniel! Just curious, wouldn't some of your other holdings be better buys right now? Like Amazon and Alibaba? I can see Brookfield is undervalued thanks to your video, and thank you for the analysis! It's interesting to see how you go about it. Is it currently providing the best opportunity of all your holdings though? I am curious, why are you considering selling BAM for BN and not another one of your holdings?Do you think BN have a better chance of meeting their projections than your other holdings or something? Thanks.
Sorry ,I have a question. Do you mean the share price will increase %20,6 per year even if we buy now ($54 ). Or if we buy as the $54*(25/34)=$39,7 .
25 is your estimated PE ratuo.
34 is current PE ratio.
Thanks in advance for your kind response.
I've bam, bip, bep. Since watching always seemed you were bullish on bn, didn't know until now as well bam. First purchased earlier this year, up like 30%. So bn is a much better buy, even after as well factoring in the div? Thanks Daniel
What do you think of BBU, as they own Westinghouse (nuclear play) and aren’t even close to all time high stockprice?
You don't value a company purely based on the stock price of its holdings. Those prices fluctuate every day. There is a thing called book value. Why do companies usually use book value rather than market value?
Daniel, your overthinking long term investing. Park BN and BAM permanently and compound both investments long term. It's not more complicated than that.
Could you please review SIRI? Warren Buffet has been adding shatters of this stock. It is hard to evaluate the company as there was merger and reverse stock split
Love the analysis. Thank you
Its sounds like a no brainer switch, since you will still own bam through bn, the upside is higher there and you dont pay taxes on the switch.
Will you still not pay taxes if bam eg doubles in 5 years?
With bam you collect as well from a much better div
Sounds like you know the answer, you just don't like the answer. You're young, sell BAM and go with the growth BN. An investor's greatest weakness...Emotion.
I'm a big Brookfield fan myself. And it makes me excited about the future. Both because I think Brookfield is doing some positive things and they are making me money. It sounds like I am in a different position than you Daniel. I kind of like, maybe even need, BAM's dividends. Thanks to you I bought in early, and the yield on cost is good, and hopefully getting better. But, the shareholder presentation you have summarized makes a pretty compelling case for BN or BMT. If I get a chance, I might try to pick up a few. Anyway, thanks Daniel! Love your Brookfield videos! Love your videos! I look forward to the next one!
I’m not sure you calculated Brookfield's market cap correctly. We probably shouldn’t just consider the market cap of BN, but also the market cap of BNT, which is a “paired entity” to Brookfield Corporation. So, BNT shares are part of the same company and give investors an alternative, efficient option. What do you think?
Can u re-link your broker to Blossom again so that we can actually see what are your current holdings and in what percentage??
BN has done 82% in the last year
In this case, i will sell BAM and swap to other CAD or US stock. Also Daniel will you cover Pinetree Capital Ltd. run under Damien Leonard
Where is the nuclear business located?
Excellent video, thank Daniel.