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Brookfield Corporation is one of my highest conviction investments.
Brookfield Corporation (BN +0.06%) has been a monster stock over the years. The leading global investment firm has delivered a 19% compound annualized total return during the past 30+ years, absolutely crushing the S&P 500‘s 11% annualized return.
The company’s best days could lie ahead. This view drives my conviction that Brookfield Corporation is one of the best financial stock buying opportunities I’ve seen in quite some time.
Image source: Getty Images.
Multiple growth catalysts
Brookfield Corporation sits at the center of several major megatrends, including:
- The world needs to invest $7 trillion in AI infrastructure over the next decade.
- Growing demand for new wealth products and alternative investments by aging populations.
- The global recovery in real estate, driven by falling interest rates.
The company is in a strong position to capitalize on each trend. It recently launched its inaugural Brookfield AI Infrastructure Fund, which aims to acquire up to $100 billion of AI infrastructure assets. The company is also rapidly scaling its wealth solutions platform and launching new investment products geared toward individual investors. Additionally, Brookfield has over $272 billion in real estate assets under management.

Brookfield Corporation
Today’s Change
(0.06%) $0.03
Current Price
$47.36
Key Data Points
Market Cap
$117B
Day’s Range
$47.07 – $47.72
52wk Range
$29.07 – $49.56
Volume
2.7M
Avg Vol
3.9M
Gross Margin
25.77%
Dividend Yield
0.51%
The financial company believes these and other catalysts will drive 25% annualized growth in its distributable earnings per share over the next five years. That supports Brookfield’s view that the intrinsic value of its stock will rise to $140 by 2030. With its stock price recently around $47 a share, the company could triple an investor’s money over the next five years.
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This robust return potential is leading me to load up on Brookfield stock. I recently bought more shares and plan to continue adding to my position in the coming years.
Matt DiLallo has positions in Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield and Brookfield Corporation. The Motley Fool has a disclosure policy.