Monday, August 15, 2011

Brookfield

GDP is the exotic with our five buy-and-hold recommendations. The partnership invests in real estate attractive. For example, it is involved in a coal terminal in Australia, a Chilean power plant, various wood properties, and a hydropower project in Brazil.

Total manages a total GDP of 150 billion U.S. dollars. Focal points are in the range lands, renewable energy and infrastructure. The focus, according to CEO Bruce Flatt is currently mainly European infrastructure companies in need of restructuring, where one wishes to participate favorable.  

GDP has a very good track record. The carrying value of investments in 2010 rose by 1.1 billion U.S. dollars of net profit in the second quarter rose by nine times. The dividend yield of 5.6 percent is just as attractive as the fundamental valuation with nine times the expected FFO "funds from operations".

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