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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: rnam ✭☼  😊 😞
Number: of 574 
Subject: Stephen Framton's Analysis
Date: 01/23/23 12:47 AM
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No. of Recommendations: 5
This is an excellent analysis and valuation of BN & BAM by Stephen Frampton on Seeking Alpha. The author had a similar analysis of Amazon.

To sum, BAM is currently priced around $32, and estimated to return around 20% a year into 2027, though its valuation is a little tight relative to BN, which trades at $35, and after consulting two different valuation methods, is also likely to return around 20% from this level, though this estimate is more uncertain than BAM's. Assuming a minimum required rate of return of 15%, conservative fair value of BAM is near $35, and BN $41. Both are quality, growing and at least doubles by 2027, with the ability to be more. A pure value investor may lean more to BN, while other investors may lean towards BAM.

Both Brookfield entities appear ready to return at least 15% annually into 2027, with more upside possible.

seekingalpha.com - Brookfield transparently bullish analysis so you can decide for yourself
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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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