Brookfield Asset Management Inc (BAM)

[Investorman]

Brookfield Asset Management

Occasionally compared to Berkshire Hathaway (NYSE: BRK-A), Brookfield Asset Management manages various asset classes worldwide through multiple subsidiaries. Thanks to healthy liquidity that fueled opportunistic asset purchases, Brookfield reported a 48% increase in cash flow from operations in the fourth quarter, and strong cash flow for the full year.

Many CAPS members like Brookfield's solid track record of managing long-term assets, growing cash flow, and maximizing returns through cheap financing. Another plus: It maintains a 40% stake in Brookfield Infrastructure Partners. The spinoff reported a 141% increase in fourth-quarter adjusted net operating income, and global governments' increasing focus on infrastructure should bode well for its future opportunities. Overall, 97% of the 1,245 CAPS members rating Brookfield Asset Management are bullish.