|
Sorted by: Date | Top Results
|
|
Author |
|
Date |
| |
| |
| 1. |
Re: Trizec debt of > $3B due in 2011. part 2 
>>Come on, Ben. This Wachovia conference was
back in Dec 2008, at the height of the credit crisis
when it wasn't even clear the financial markets
would survive.<< That was part 2 of my response.
Other...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
4-Feb-10 06:26 pm |
| |
| 2. |
Re: Trizec debt of > $3B due in 2011. part 2
Wachovia CRE Conference 12/12/08 http://rbcpa.com/2008_12_12.html
"Consensus projected 2 years of rent deflation,
greater haircuts on loans to value...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
4-Feb-10 05:02 pm |
| |
| 3. |
Re: Trizec debt of > $3B due in 2011. part 1
>>Yes LTV's on conventional property debt
are perhaps in the lower 60's now but I don't
buy your 8%/9% cap rates.<< Richard Lefrak 6/09
http://rbcpa.com/2009_06_25.html "CRE, cap rates
were...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
4-Feb-10 05:01 pm |
| |
| 4. |
Q is out. eom
10 Q is out.
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
Green Mountain Coffee (GMCR)
|
|
BenGrahamMan |
|
4-Feb-10 04:35 pm |
| |
| 5. |
Updated BAM notes
http://rbcpa.com/companies/BAM_notes.html Previous
update was 12/17/09 snippet. I find it interesting
that your 3Q09 shareholder letter mentioned, “sim
ple-to-understand...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
4-Feb-10 03:58 pm |
| |
| 6. |
Re: Trizec debt of > $3B due in 2011.
>>I think it's a lot simpler to just look
at the current NOI. BPO reported 2009 Cash NOI of
$327 million through September for the US Fund, which
annualizes to $436 million or a 5.9% cap rate...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
4-Feb-10 02:34 pm |
| |
| 7. |
Re: Trizec debt of > $3B due in 2011.
>>I think it's a lot simpler to just look
at the current NOI. BPO reported 2009 Cash NOI of
$327 million through September for the US Fund, which
annualizes to $436 million or a 5.9% cap rate...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
3-Feb-10 09:21 pm |
| |
| 8. |
Re: New coverage for BPO Part 2
2Q09 BPO CC Dennis Friedrich - Brookfield Properties
Corp - President, COO - US Commercial Operations "Yeah,
John, on terms of the sales of assets within the Trizec
we can sell...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
3-Feb-10 04:59 pm |
| |
| 9. |
Re: New coverage for BPO Part 1
>>Do you really think BAM/BPO would go through
all the effort and exposure to announce a $5.5 billion
real estate turnaround consortium if they weren't
totally confident in their ability to refinance the
Trizec debt? Of course not!<< I...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
3-Feb-10 04:58 pm |
| |
| 10. |
BPO For Rent: 1 New York Plaza
http://www.nypost.com/p/news/business/realestate/commercial/eagle_has_landed_soho_space_5dNxlzN2aAU0kdSXLY42vJ
>>Meanwhile, Goldman's space at One New
York Plaza, which is also being abandoned...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
3-Feb-10 10:59 am |
| |
| 11. |
DBRS and Brookfield Renewable Power Fund
report dated 1/25/10 http://www.dbrs.com/research/
231411/brookfield-renewable-power-fund/income-fund
-report.pdf
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
3-Feb-10 08:34 am |
| |
| 12. |
What could be fundamental valuation price
Trying to run numbers with growth built in. What could
revenues be in 5 years? 3 years? Also, I am not so
sure that guidance included...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
Green Mountain Coffee (GMCR)
|
|
BenGrahamMan |
|
3-Feb-10 08:25 am |
| |
| 13. |
NBF rates BPO outperform and $16 price target
National Bank Financial has issued a report on Brookfield
Properties. Their thesis is basically that BPO has
world class assets, low relative valuation, great
investment...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Properties Corporation
|
|
BenGrahamMan |
|
2-Feb-10 07:56 am |
| |
| 14. |
New coverage for BPO $16 Target Outperform
National Bank Financial has issued a report on Brookfield
Properties. Their thesis is basically that BPO has
world class assets, low relative valuation, great
investment...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
2-Feb-10 07:55 am |
| |
| 15. |
Re: Question for BenGrahamMan
>>Do you think that in spite of the problems
that BAM is facing, it cant grow more or the actual
stock price is too high?<< Of course the price
could increase under certain...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
2-Feb-10 07:27 am |
| |
| 16. |
BAM now owns 49.7% of Brookfield Properties
BAM filed a 13-G in respect to their ownership of Brookfield
Properties this morning. They previously owned 50.1%,
and now own 49.7%. I am not sure if they are still
required...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brookfield Asset Management Inc. (BAM)
|
|
BenGrahamMan |
|
2-Feb-10 07:00 am |
| |
| 17. |
Re: Consumer Reports
>>Green Mountain Signature Nantucket Blend Medium
Roast ranked 2nd out of 24 caffeinated blends in terms
of taste and price. 1st place was Starbucks House
Blend.<< In the article, notice the price per
cup...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
Green Mountain Coffee (GMCR)
|
|
BenGrahamMan |
|
1-Feb-10 12:36 pm |
| |
| 18. |
Fairholme Funds Sells 60M+ shares of PFE
Between 10/1/09 and 11/30/09, he reduced PFE by 60,333,847
shares. http://www.fairholmefunds.com/2009ar.pdf
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Pfizer Inc. (PFE)
|
|
BenGrahamMan |
|
1-Feb-10 12:06 pm |
| |
| 19. |
Berkowitz reduced JOE 10/1-11/30/09
>>I trust Bruce's outlook and he's upped
his position on this stock along with FUR.<<
Between 10/1/09 and 11/30/09, he reduced JOE by 2,575,253
shares. http://www.fairholmefunds.com/2009ar.pdf
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The St. Joe Company
|
|
BenGrahamMan |
|
1-Feb-10 11:15 am |
| |
| 20. |
PEET rebidding for DDRX?
http://www.reuters.com/article/idUSN3116789420100201
>>NEW YORK, Jan 31 (Reuters) - Peet's Coffee
& Tea Inc (PEET.O) plans to announce on Monday it
will extend its tender offer for shares of Diedrich
Coffee Inc (DDRX.O) by 30...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Diedrich Coffee Inc. (DDRX)
|
|
BenGrahamMan |
|
31-Jan-10 10:14 pm |
| |
