BAM.TO
Brookfield Asset Mgmt
$71.32
Tue, Nov 3, 2026 close (weekly items: Fri, Oct 30)
CFL alternative · entry card
| Buy zone (breakout retest) | — | — | no confirmed breakout, so no retest zone |
| Profit-Taking Zone | $74.35–76.37 | +4.2% to +7.1% | wk high ’25-03-28, wk low ’25-10-24, wk low 2024-11-22 |
| Trading stop · daily close | below $69.62 | -2.4% | trading downgrade |
| Trend stop · Friday close | below $68.25 | -4.3% | trend downgrade one state |
| Breakout Buy Level | close above $72.72 | +2.0% | top of R1 (wk low 01-02, wk high 02-20) |
APPENDIX · BAM.TO · TECHNICAL TRADING SCORECARD
Scores · Trend 59.5
| RS vs TSX (20) + sector (10) | 15.4 + 4.3 = 19.7 / 30 |
| Structure (6 checks) | 16 / 30 |
| Score = (RS + structure) × 100/60 | 59.5 / 100 |
| Raw state (Up ≥ 60 · Down < 45) | Neutral |
| Confirmation (2 consecutive Fridays) | confirmed Down; Neutral pending 1/2 |
| Trend (confirmed) | Down |
✔ Fri close above 40-wk SMA 6/6 · ✖ 40-wk SMA rising (4 wks) 0/4 · ✖ No lower high vs cycle high 0/5 · ✔ Fri close above 20-wk SMA 5/5 · ✔ Fri close above 200-wk (4-yr) SMA 5/5 · ✖ 4-mo SMA > 13-mo SMA (completed months, to Sep) 0/5
Weekly raw states: 09-25 Down → 10-02 Down → 10-09 Down → 10-16 Down → 10-23 Down → 10-30 Neutral. Coppock, band position, breadth and modifiers no longer enter the Trend score (Coppock chart below is reference only). |
Scores · Trading 89.0
| RS (S&P 20 + sector 10) | 20.0 + 10.0 / 30 |
| Structure | 19 / 25 |
| Coppock (daily) — positive & rising | 25.0 / 25 |
| Band position | 14.9 / 20 |
| Raw | 89.0 (Established Up) |
| Modifiers (10-yr > 5% rising −3, seasonal −2) | +0 |
| Final | 89.0 Established Up |
| ✔ Close above 50-day SMA 5/5 · ✖ 50-day SMA rising (10 d) 0/3 · ✔ Close above 100-day SMA 4/4 · ✔ Close above 200-day SMA 5/5 · ✖ 200-day SMA rising (20 d) 0/3 · ✔ No daily lower high (last two swing highs) 5/5 |
Relative state (weekly RS vs 16-wk SMA + 2-wk slope; daily RS vs 15-d SMA + 3-d slope; Neutral ±0.25%; phase price = next Fri / next close, benchmark flat)
| Horizon · benchmark | State | RS vs SMA | RS chg | Phase-transition price (BAM.TO close needed) |
|---|
| Trend · TSX | 2 Early Up (+) ↑ | +0.49% | +7.00% | Est. Up ≥ 67.72 (-5.0%) · Early Up ≥ 67.24 · Est. Down < 66.88 |
| Trend · XFN.TO | 4 Early Down (+) → | -0.86% | +3.13% | Est. Up ≥ 68.40 (-4.1%) · Est. Down < 63.27 |
| Trading · TSX | 1 Established Up (+) → | +8.84% | +7.11% | Est. Up ≥ 65.86 (-7.7%) · Est. Down < 49.92 |
| Trading · XFN.TO | 1 Established Up (+) ↑ | +6.11% | +5.92% | Est. Up ≥ 67.46 (-5.4%) · Est. Down < 59.26 |
Full bands (cluster rule: 2 or more tools within 3%; Δ vs 71.32)
| Band | Range | Distance | Tools in the cluster |
|---|
| R3 | 76.59–78.77 | +7.4% to +10.4% | wk high 01-09 76.59 · wk low ’25-09-12 76.69 · wk low 2024-12-20 76.78 · wk high ’25-12-12 77.13 · wk high ’25-11-14 77.34 · wk low ’25-02-14 77.90 · wk high 08-14 77.99 · wk high ’25-10-31 78.77 |
| R2 | 74.35–76.37 | +4.2% to +7.1% | wk high ’25-03-28 74.35 · wk low ’25-10-24 74.50 · wk low 2024-11-22 76.37 |
| R1 | 71.58–72.72 | +0.4% to +2.0% | wk low 01-02 71.58 · wk high 02-20 72.59 · wk low ’25-06-27 72.72 |
| S1 | 69.62–71.20 | -0.2% to -2.4% | wk low ’25-12-19 71.20 · wk low ’25-01-17 71.00 · wk low 08-21 70.90 · 50% 70.78 · wk high 07-17 69.62 |
| S2 | 68.25–68.76 | -3.6% to -4.3% | wk high 04-17 68.76 · wk high 05-15 68.75 · wk high 05-29 68.48 · wk low ’25-11-21 68.25 |
| S3 | 64.83–66.60 | -6.6% to -9.1% | wk high 10-09 66.60 · 200-day SMA 66.35 · 61.8% 66.19 · 40-wk SMA 66.11 · wk low ’25-03-14 65.59 · wk low ’25-04-25 64.83 |
| ATH | 90.24 | +26.5% | all-time high; Profit-Taking fallback when no 2-tool band sits above the Breakout (extensions no longer used) |
Coppock, breadth and RS (reference only; not in the Trend score)
Stops & phase transitions
- Tier 1 (trading stop): daily close < 69.62 (-2.4%): trading downgrades one state, re-anchor to S2 68.25–68.76.
- Tier 2 (trend stop = Trend Breakdown / invalidation): Friday close < 68.25 (-4.3%): trend downgrades one state, re-anchor to S3 64.83–66.60.
- Trend vs TSX: Est. Up ≥ 67.72 (-5.0%) · above its 16-wk avg ≥ 67.24 · Est. Down < 66.88 (-6.2%) (next Friday, benchmark flat).
- Trading vs TSX: Est. Up ≥ 65.86 · Est. Down < 49.92.
Sluymer context
- Not named in the 15 reports reviewed (Aug 18 – Oct 13, 2026).
Notes & caveats
PAG Canadian Focus List alternative, entry card (treated like the US Watchlist). Holdings: issuer file as of 2026-09-01 (RBC PAG "Canadian Equity Grid Fall 2026" (September 2026 – November 2026; canadian_grid_en.pdf; Focus List names and Alternatives by recommended position size), Gmail (sc.assistant80@gmail.com), "USFL and CFL equity grids" from stephen.k.chang@rbc.com, Oct 21, 2026 3:20 PM PT; Focus List weights from the Sep 1, 2026 Canadian Focus List Quarterly report (unchanged)); Grid Alternative (Financials & Real Estate; no Focus List weight; recommended for 5% positions). Benchmarks: S&P/TSX Composite (20 pts) and XFN.TO (10 pts). Trading items and bands use the Tue, Nov 3, 2026 close; trend uses the Fri, Oct 30 week. Entry levels: Buy Zone = breakout retest zone (BUY names only: from the broken level down to the floor of the resistance band it came from, or level −2%, whichever is tighter; a weekly close below = failed breakout); Breakout Buy Level = top of R1; Trend Breakdown (invalidation) = S2 floor on a Friday close; Profit-Taking = next resistance band above the breakout. Verdict: AVOID = Trend Down (confirmed on two Fridays) or Friday close below a falling 40-wk SMA; BUY = a weekly close above a Breakout Buy Level fixed from the prior week's data with ≥2 tools within 3% (most recent such breakout in the last 4 weeks), every Friday close since and the latest close still at or above it, and Trend not Down; WAIT = otherwise. Buy Zone is reference only. Coppock = 10-bar WMA of ROC(14)+ROC(11), standard settings used as a placeholder because his are unpublished; DAS is omitted. Zone = sign + 3-yr percentile; direction = 2 bars. SMAs are simple; swings are 5-bar extremes; the channel is a 2-yr log regression ±2σ. The breadth proxy is the % of 500 current S&P 500 members with a rising weekly Coppock; it has survivorship bias, is a regime input only, and no other stock was scored. Weights are our choices (playbook §10); the state rule matched 86% / 83% of his sector states in-sample. Data: Yahoo Finance (unadjusted); weight from the Portfolio Dashboard (PIM 11/2 EOD, read-only).
