Brookfields Asset Management (BAM) why I feel it’s a good company.

u/EnoughInitiative9074 · Reddit — r/dividends · January 28, 2026 at 16:57 · 💬 2 comments  | View on Reddit ↗
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Original Reddit post

Author argues Brookfield Asset Management justifies its premium valuation through a 3.38% dividend yield, 15% dividend growth, and asset portfolio despite recession and rate risks.

BAM — LONG Author owns Brookfield Asset Management and believes the premium valuation above a PE of 30 is justified by the combination of a 3.38% dividend yield and 15% dividend growth rate. The investment mechanism is income plus growth, with the author expecting the company to manage its high payout even if growth slows. Stated risks include recession fears, higher interest rates, and valuation concerns.

But even with its at just above a PE of 30 the company is trading at a premium valuation. But I personally feel it’s worth the price especially when including the dividend plus the growth (even if it slows down)

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u/EnoughInitiative9074 Reddit r/dividends
BAM premium justified by dividend yield and growth.
Author owns Brookfield Asset Management and believes the premium valuation above a PE of 30 is justified by the combination of a 3.38% dividend yield and 15% dividend growth rate. The investment mechanism is income plus growth, with the author expecting the company to manage its high payout even if growth slows. Stated risks include recession fears, higher interest rates, and valuation concerns.
BAM HIGH
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This Reddit post, published January 28, 2026, features u/EnoughInitiative9074 discussing BAM. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/EnoughInitiative9074  · Tickers: BAM