Brookfield Asset Management

BAM

Market cap $74.5B

Brookfield (BAM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Virtu Financial (VIRT) and Brookfield Asset Management (BAM). But which of these two stocks offers value investors a better bang for their buck right now?

Maintaining adequate diversification is extremely important. However, unless you have simplifying anchors for a portfolio, it can be very easy to lose proper diversification. I share a portfolio strategy - along with specific picks - that can deliver a diversification, low-stress portfolio that generates very attractive income and dividend growth.

Bloom Energy makes hydrogen fuel cells and provides on-site power to AI customers. Brookfield Renewable Partners sells power under long-term contracts, including to AI customers.

NEW YORK, July 06, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. today announced it will host its second quarter 2026 conference call and webcast on Wednesday, August 5, 2026, at 10:00 a.m. ET.

Brookfield Asset Management remains a compelling GARP opportunity, offering a 4.4% yield and trading below its normal P/E average. BAM's fee-related earnings growth is driven by robust fundraising and AI infrastructure tailwinds. Expanded partnerships, such as the $25B Bloom Energy deal and Westinghouse nuclear investments, position BAM for durable long-term growth.

These are the first REITs I would buy today. Near-term headwinds have created rare discounts. AI could turn today's laggards into future winners.

Brookfield wants to bring data centers to London's financial district, Canary Wharf. Speaking with CNBC Thursday, Brookfield CEO Connor Teskey said AI infrastructure is the "single largest theme, bar none" today.

Brookfield now plans to deploy up to $25 billion into Bloom Energy's fuel cells. It's the second significant strategic partnership expansion this year.

Some REIT risks remain underappreciated. Gas stations and car washes face long-term headwinds. Farmland looks attractive, but leverage creates risk.