Total Ideas
2
Bullish Ideas
2 (100%)
Bearish Ideas
0 (0%)
Recent Activity
1

"I already know it. But I am continuing to buy more Brookfields Corporation. I try to keep this position around 25% of my entire portfolio because I do believe that the stock is truly still offering value in the market today relative to what I think the business will produce in terms of cash flow in the future. If Brookfield Corporation can meet their 5-year projections, then the stock could still offer some pretty stellar returns going forward. In my DCF model, even with slight multiple compression, we get a 20% compounded annual growth rate and a fair value of roughly 68 per share, which is 56% above where the stock is currently trading."
The speaker explains his rationale for continually buying Brookfield Corporation, emphasizing its robust fundamentals and attractive cash flow projections. He highlights a 5-year DCF projection that implies a potential fair value of $68 per share, suggesting significant upside given the current trading levels.

"But as I've already said, I did add to my Brookfield Corporation position today, and I could see myself continuing to add to this position over time if the share price remains weak. I'm probably just going to continue dollar cost averaging it now."
The speaker confirms that he added to his Brookfield Corporation position during a market sell-off and plans to continue buying if the stock remains weak. He emphasizes his long-term investment approach and reinforces his confidence in the company's fundamentals despite short-term volatility.
Sentiment