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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: weatherman   😊 😞
Number: of 574 
Subject: bn boring
Date: 05/23/25 10:37 AM
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looks like not much interest here when bn is in slow chugging mode.
an interesting question on the q1 call got a generic answer :

[Cowen]
...apart from semiconductors and pharmaceuticals, I find that investors I speak with are somewhat skeptical about the concept of broad reindustrialization in the U.S. Could you elaborate a little bit more on Brookfield's perspective on that and the opportunity to use the Intel deal as a template that facilitates the related funding needs?

[Bruce Flatt]
...the theme has been playing out for a while, and our expectation is we are seeing supply chains reorient around the world, and we don't see that slowing down. I understand it's a topical issue in the U.S., and we will see how much it plays out and what the infrastructure they have to support it, but absolutely we see it reorienting. We have a number of discussions underway, and we think it will present attractive investment opportunities for the business.
We have a unique proposition. We have the capital, we have the scale, and we have the operating expertise to deliver these solutions that maybe few others have. So, I think we are in a unique position to be able to have these conversations, and we do see it being a driver of capital flows over the coming years.
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This community has written 569 posts about Brookfield Corporation. The article-length ones it recommended most:
BN fair value · 26 recs · 2023
Lotta talk, not much action · 21 recs · 2023
Plan value versus price · 20 recs · 2024
Convergence · 19 recs · 2023
Value versus price · 15 recs · 2024
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