Brookfield Residential Properties Inc. (NYSE:BRP)

CAPS Rating: 5 out of 5

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21 Outperform
5 Underperform
 

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Top BRP Bull/Bear Pitches

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reddingrunner (93.29)
Submitted September 12, 2012

Housing comeback. BRP has doubled in the last year and is still a value. Great management makes this my pick in this sector. I just put real money in this one. May be some speed bumps but give it time.

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BRP VS S&P 500 (SPY)

Recent Community Commentary

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Recs

0
Member Avatar MKArch (99.81) Submitted: 5/7/2014 4:53:45 PM : Outperform Start Price: $20.89 BRP Score: -24.25

This is the latest in a number of home builders I picked up, mostly during the great recession. Even though home building has come back strong lately at ~900K units per year pace in the U.S. right now, we are still at historically low levels unseen prior to the great recession and over 50% off of the long term 50+++ year U.S. historical average of ~1.5m units per year. Land is also an issue for builders these days and BRP has a large supply and sells land in addition to home building. When I made this pick BRP was trading for something like 20X earnings which seems cheap to me given the upside for the industry as a whole getting back to normal. IMO given the large public builders access to capital and some economies of scale they will outpace the industry in general going forward as they did in the last cycle.

I've only had a cursory look at this one from a recent article somewhere, so I don't pretend to understand the specifics to this company well. One issue I have is that I understand they have a lot of land in Canada. Canada didn't get hit as hard as the U.S. in the great recession and my understanding is that land may be expensive there. I'm also in the Chanos camp on China and the commodity bubble and given Canada's resource heavy economy I worry about "their turn coming".

Recs

0
Member Avatar MrMonopoly (< 20) Submitted: 3/15/2014 12:10:41 AM : Outperform Start Price: $20.96 BRP Score: -23.64

Brookfield RP is a land/location bank:
"primarily acquires and develops land
for residential use"

That means it is almost a pure monopoly play.

"BRP’s Canadian land investments are >80% concentrated in oil sands-rich Alberta"

Recs

0
Member Avatar seekinggotham (25.89) Submitted: 7/30/2013 10:04:50 PM : Outperform Start Price: $22.95 BRP Score: -51.85

Marcato Capital

Leaderboard

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Score Leader

johnpane

johnpane (64.61) Score: +118.56

The Score Leader is the player with the highest score across all their picks in BRP.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
DommieB 76.90 12/21/2011 Outperform NS $7.56 +220.63% +108.59% +112.04 0 Comment
CROIC 27.78 1/9/2012 Outperform 5Y $8.25 +193.82% +101.96% +91.86 0 Comment
johnmetz < 20 8/16/2011 Outperform 5Y $7.94 +205.29% +116.38% +88.91 0 Comment
chinem0 52.19 1/25/2012 Outperform 1Y $8.87 +173.28% +96.94% +76.34 0 Comment
rplatypus < 20 8/5/2011 Outperform 5Y $8.80 +175.45% +115.50% +59.96 0 Comment
Laichzeit < 20 7/12/2011 Outperform 1Y $10.08 +140.48% +96.30% +44.17 0 Comment
JaredCarr < 20 8/1/2011 Outperform 5Y $10.03 +141.67% +97.58% +44.10 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. torpeydo < 20 6/17/2011 Outperform 5Y $10.06 +140.95% +103.52% +37.44 1 Comment
valuefrog < 20 6/13/2011 Outperform 5Y $10.13 +139.29% +102.37% +36.92 1 Comment
fooljr11500 35.16 7/26/2013 Underperform 3M $20.02 +21.11% +53.25% +32.14 0 Comment

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