Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BNBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BNBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Brookfield Corporation (BN)
Unthreaded | Threaded | Whole Thread (14) |
Author: Baybrooke   😊 😞
Number: of 574 
Subject: Re: BN stock price...and silence
Date: 05/07/23 3:41 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
Where is the silence? You posted, didn't you :). It is often the case that people who outwardly project snarkiness, sarcasm & skepticism are secretly holding the exact opposite view. I won't be surprised if you are in fact the biggest Brookfield bull, believer & holder on this board!

In any case, since you asked, here is some fresh (about 6 days old) bullish commentary from our dear fearless leader Bruce Flatt. Let's all drink the Kool Aid and feel good about our Brookfield holdings.

"Generalities are dangerous"

"Only some real estate (tertiary properties, not well located, commodity traditional office) is defaulting and we have very little exposure to it"

"It's a tale of two cities"

"We have 7000 properties and 95% of it is good"

"Only 5% is troubled and unfortunately only those make the headlines"

"Our core business which is great industrials, hotels, high end retail and premium office is doing really well. Cash flows were up last year"

YouTube: Brookfield CEO on economy: Growth slowing around the world but we focus on long-term businesses (CNBC Television)
With CNBC Sara Eisen. Of course he is talking is book, but not necessarily outright lying.

If above didn't quench your thirst, here is a Kool Aid refill. Bloomberg interview. Only the first 19 minutes are Brookfield related.
YouTube: Putin Power Play | Bloomberg Surveillance: Early Edition' Full (02/23/23) (Bloomberg Television)

In Bruce Flatt We Trust!
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Baybrooke here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
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
Unthreaded | Threaded | Whole Thread (14) |


Announcements
Brookfield Corporation FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BN | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community