Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Brookfield Corporation (BN) is a diversified investment company. The Zacks Consensus Estimate for its current year earnings has been revised 10.7% downward over the last 60 days. CNB Financial Corporation (CCNE) is a bank holding company for CNB Bank. The Zacks Consensus Estimate for its current year earnings has been revised 7.1% downward over the last 60 days. Cass Information Systems, Inc. (CASS) is a payment and information proce ...

文章核心观点 - 文章主要从优先股持有者的角度分析了Triton International公司在被Brookfield Infrastructure收购后的财务表现 [1][3] - 公司在第一季度的总租赁收入较上年同期下降7%,但仍保持较好的盈利能力,优先股股息支付比例较低 [4][5][6][10] - 但Brookfield Infrastructure作为新的控股股东,连续两个季度从Triton公司提取了大量现金,导致公司权益有所下降,这引起了作者的关注 [7][8][11][12] - 作者表示会继续密切关注Triton公司的财务状况,尤其是Brookfield是否会过度提取现金,影响公司的资产负债结构 [13][14][20] - 作者目前仍持有Triton的部分优先股,但可能会考虑在下次除息日前卖出A类优先股,并转换持有收益更高的B类优先股 [19][21] 财务数据总结 - 第一季度总租赁收入371百万欧元,同比下降7% [4] - 交易设备利润0.4百万美元,出售租赁设备收益14.6百万美元,与上年基本持平 [4] - 总营业费用略有下降,主要由于折旧费用减少,但交易费用增加5.5百万美元 [5] - 营业利润199.8百万美元,同比下降近10% [5] - 利息费用略有增加,税前利润138.4百万美元,净利润125.5百万美元 [6] - 扣除优先股股息13百万美元后,归属于普通股东的净利润为112.5百万美元 [6] - 公司向控股股东Brookfield支付了200百万美元的股息,导致权益总额下降185百万美元 [7][8][11][12]

tiero Brookfield Asset Management (NYSE:BAM) (TSX:BAM:CA) is one of my highest conviction investing ideas for the next 20 years. That's why it's the fourth-largest holding in my ZEUS Family fund, making up 6% of the portfolio. It's also 100% of my SEP IRA. Why is that? Because I'm using my IRA as an "alternative asset class." If my family fund (taxable account) is 70% stocks, 30% bonds, and managed futures, I use my IRA as another asset class. So, let me explain why I own Brookfield and plan to buy more in ...

文章核心观点 - 公司获得多伦多证券交易所批准,可以在未来一年内回购最多10%的公开流通股份 [1][2] - 公司认为目前股价未能完全反映公司的内在价值和未来发展前景,因此回购股份是一个有吸引力的投资 [4][5] - 公司将在6月中旬左右建立自动股票回购计划,在公司内部交易禁令期间也可以进行回购 [6] 公司概况 - 公司是一家全球领先的投资公司,主要业务包括另类资产管理、财富解决方案和运营业务 [7] - 公司过去30年来为股东提供了15%以上的年化回报,得益于其无与伦比的投资和运营经验 [8] - 公司保守的资产负债表、丰富的运营经验和全球采购网络,使其能够持续获取独特的投资机会 [8] - 公司的成功源于"布鲁克菲尔德生态系统",各业务部门相互协作,发挥协同效应 [8] 财务数据 - 公司此前回购计划中,已经回购了2787万股A类普通股,加权平均价格为37.24美元 [3] - 此次回购计划中,公司可以回购最多1.43亿股A类普通股,占公开流通股的10% [1][2] - 根据多伦多证券交易所规则,公司每日在多伦多交易所的最大回购量为39.97万股 [2]

BROOKFIELD, NEWS, May 23, 2024 (GLOBE NEWSWIRE) -- Brookfield Corporation ("Brookfield") (NYSE: BN, TSX: BN) today announced it has received approval from the Toronto Stock Exchange ("TSX") for the renewal of its normal course issuer bid to purchase up to 142,988,844 Class A Limited Voting Shares ("Class A Shares"), representing 10% of the public float of Brookfield's outstanding Class A Shares. Purchases under the bid will be made on the open market through the facilities of the TSX, the New York Stock Exc ...

JARAMA Earlier this year I wrote an article on Brookfield Infrastructure Partners (NYSE:BIP)(TSX:BIP.UN:CA)(BIPC), which is a global infrastructure player with a market cap of over $14 billion. My thesis back then was predicated on the following three BIP characteristics: All in all, my decision to invest in BIP boiled down to enjoying a relatively decent (and protected) dividend yield of ~5% in combination with a close to double digit dividend growth rate going forward. Since the publication of my article ...

Brookfield Corporation (NYSE:BN) Q1 2024 Results Conference Call May 9, 2024 10:00 AM ET Company Participants Angela Yulo - VP Bruce Flatt - CEO Nick Goodman - President Sachin Shah - CEO of Wealth Solutions Conference Call Participants Mario Saric - Scotiabank Ken Worthington - JPMorgan Cherilyn Radbourne - TD Cowen Geoffrey Kwan - RBC Capital Markets Operator Hello, and welcome to the Brookfield Corporation First Quarter 2024 Conference Call and Webcast [Operator Instructions]. I would now like to hand th ...

文章核心观点 - 布鲁克菲尔德地产合伙公司(BPY)宣布向其优先股单位持有人支付季度分红[1] - 布鲁克菲尔德地产合伙公司是世界顶级房地产公司之一,在全球主要市场拥有和运营标志性物业[2] - 布鲁克菲尔德地产合伙公司是布鲁克菲尔德公司(NYSE:BN, TSX:BN)的子公司[2] 公司概况 - 布鲁克菲尔德地产合伙公司是世界顶级房地产公司之一[2] - 公司在全球主要市场拥有和运营办公、零售、多户型住宅、物流、酒店、单户型租赁、制造住房、学生公寓和自助存储等多种类型的标志性物业[2] - 布鲁克菲尔德地产合伙公司是布鲁克菲尔德公司(NYSE:BN, TSX:BN)的子公司[2] 财务信息 - 布鲁克菲尔德地产合伙公司宣布向其优先股单位持有人支付季度分红,分红金额分别为每单位0.40625美元、0.3984375美元、0.359375美元和0.390625美元[1] - 分红将于2024年6月28日支付给2024年6月3日收市时的持有人[1]

BROOKFIELD, NEWS, April 09, 2024 (GLOBE NEWSWIRE) -- Brookfield Corporation (TSX:BN, NYSE:BN) will host its first quarter 2024 conference call and webcast on Thursday, May 9, 2024 at 10:00 a.m. (ET). Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bn.brookfield.com/news-events/press-releases. Participants can join by conference call or webcast: Conference Call Please pre-register by conference call: https://register.vevent.com/register/BI004b533cfc ...

BROOKFIELD, NEWS, April 09, 2024 (GLOBE NEWSWIRE) -- Brookfield Corporation (TSX: BN, NYSE: BN) will host its first quarter 2024 conference call and webcast on Thursday, May 9, 2024 at 10:00 a.m. (ET). Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bn.brookfield.com/news-events/press-releases. Participants can join by conference call or webcast: Conference Call Please pre-register by conference call: https://register.vevent.com/register/BI004b533c ...